In a world of ever-increasing choices, it is becoming increasingly challenging for private investors to understand and manage all the opportunities and all the risks inherent in constructing a portfolio to meet specific requirements.
We are here to help. Our Swiss Global ‘Core’ model range of portfolios have been established to offer a suite of five cost-effective risk-profiled model portfolios, each designed to deliver the best possible risk-adjusted returns within their respective risk profiles.
Whether you are focused on a lower risk fixed income strategy or a higher return objective globally diversified equity portfolio, we are here to help you. Our aim is to help you maximise long term investment returns by providing single asset strategies or through diversifying your portfolio across a variety of geographies and asset classes, based on a thorough understanding of your circumstances and commensurate with your risk tolerances.
Our investment philosophy and process is built around the belief that asset allocation represents a hugely important component of portfolio construction. Macroeconomic indicators help us to understand where we in the economic cycle for each region. Our objective is to select those geographies and asset classes that are more likely to help deliver the required investment objectives.
We believe that two key economic variables help us to identify which phase of the business cycle we are in – changes in interest rates and growth. These are important as investor behaviour will change as they react to changes in these variables. For example, in the earlier stages of an economic recovery, ETFs are likely to outperform active managers whilst government bonds outperform equities at the latter stages of an economic cycle.
Whilst investing into those geographies and strategies that are best placed to achieve the investment objective is at the heart of our offering, selecting the most appropriate passive investments or the best fund managers from around the world and at the right time, is also as important. We are able to select from both smaller boutiques to institutional behemoths retail or institutional share classes.
Furthermore, utilising quantitative analysis and our years of qualitative analysis, we are able to easily select from a broad array of styles and approaches to deliver solutions that are suited to each of our Core profiles, to meet each clients’ tailored approach.
Whether you are looking for a diversified model or a bespoke portfolio, a diversified portfolio or a focused approach, we are here to help you. Through our discretionary offering, you can access our specialist views and our dynamic approach and all tailored to satisfy your investment horizon, risk profile and reference currency.
Our portfolio management approach can consist of creating a blended portfolio of asset classes, diversification through equities and fixed income, ETFs or active managers. These asset classes and many others, such as commodities, private equity, hedge funds, property and gold.
Whether you are looking for a diversified model or a bespoke portfolio, a diversified portfolio or a focused approach, we are here to help you. Through our discretionary offering, you can access our specialist views and our dynamic approach and all tailored to satisfy your investment horizon, risk profile and reference currency.
Michael Zacharia
Investment Director
This article has been prepared for information only. Any opinions or view’s expressed are for information purposes only. The views expressed herein are generally those of Swiss Global which sets the long term asset allocation models, long with both the strategic and tactical allocation. Any material is provided for informational purposes only. It is important to note that the value of any investment and the income derived from it can go down as well as up. It may be affected by exchange rate variations and you may not get back the amount invested. Past performance is not necessarily a guide to future performance and individual taxation circumstances may vary. You should consult your tax adviser if in doubt. Any information provided does not constitute a recommendation and you should consult your adviser, consultant or financial representative for advice concerning your specific circumstances. Any opinions expressed should not be relied upon and are subject to change without notice. This material is for the sole use of the intended recipient and is for distribution only under such circumstances as may be permitted by applicable law.
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