ASSET MANAGEMENT

As independent asset managers, we direct our attention to the long-term, growth-orientated development of our investments. In the spirit of open-mindedness, we exploit innovative approaches to portfolio management. The diversification of sources of returns and the strict monitoring of risks yield long-term investment success.

 

INSTITUTIONAL CLIENTS

You define your specific investment needs and level of risk aversion. We help you determine and execute your investment strategy. Benefit from the professional experience at ArcInvest in managing tailored mandates with specific risk-return requirements and investment restrictions, such as BVG strategies.
All investment decisions undergo a structured process before being executed by our professional portfolio managers. Reporting is tailored to our client’s requests.
ArcInvest offers individual solutions for individual needs. In addition to our proven mandate format, we will draw up specific strategies tailored to your concrete situation for larger investment sums.

 

FUND MANDATES

You wish to invest your assets in funds. Our specialists in investment funds, listed funds (ETFs) and other collective investment vehicles design your portfolio based on your specific risk-return requirements and incorporating any investment restrictions you name.

When selecting external managers, we look for those whose yield generation is reliably traceable and whose investment talent reflects a solid, transparent investment process. From these managers we select funds with first-class risk-return figures of a suitable size and legal structure which corresponds to our strict selection process.

 

MANDATES

We collaborate with you to define targets for the assets you wish to have managed. The objective here is to bring your financial expectations and your level of risk aversion into alignment.

We then execute the investment strategy which best fits your risk-return profile. We make every effort to keep your costs in check. One way of doing this is to rely on standardised investment processes. We scrutinise our processes and we consistently tailor our service portfolio to our clients’ needs.

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