Strategic Asset Allocation

Strategic Asset Allocation

Our approach to a sustainable long-term portfolio strategy
Diversified
We think globally
We are globally diversified to limit idiosyncratic risk and, as far as possible, we incorporate as many sources of return as possible from across the financial markets.
We think globally
Long-term
We take a long-term view
We aim to capture existing risk premia across global markets over the long term rather than simply reflecting current short-term investment views.
We take a long-term view
Currencies
We treat currencies independently
We define currency allocation independently of underlying asset classes, e.g. the target currency exposure is a function of the portfolio-base currency.We consider equity allocation as the key risk determinant.Cash levels are kept to the minimum level needed for portfolios to be managed. Equity allocation is the key determinant of risk and return. Other building blocks are defined by relative weighting and scaling.
We treat currencies independently
Risks
We take a multi-asset approach
The following risk premia form the basis of our portfolio allocation: duration risk, credit risk, equity risk, liquidity risk, alternative risk and commodity risk.
We take a multi-asset approach
Building blocks
We think in pure building blocks
We aim for pure building blocks in terms of risk exposure. For instance, we avoid multi-currency exposures, bundling of regional and credit segments, and catch-all definitions of alternative assets.
We think in pure building blocks
Solutions
Our fund shelf

Our objective is to provide best-in-class active and passive, sustainable and traditional fund solutions that align with and enable us to implement our CIO view.The fund shelf is not static. It is continuously developing with a focus on:

  • completing the SI shelf
  • niche managers who focus on convictions and themes
  • communications content for fund choices
Our fund shelf

For marketing and information purposes by Quintet Private Bank (Switzerland) Ltd. Quintet does not represent that any investment opportunities discussed herein are suitable for a specific investor. Some of the investment opportunities mentioned are maybe not available to all investors but limited to investors resident in certain countries or to certain categories of investors. No investment decisions should be made solely based on the contents or information in this communication. When intending to make specific investment decisions, we propose you to seek prior advice of your Quintet investment specialist or Client Advisor. This communication is not directed at or intended for use by any person located in a jurisdiction where the distribution of such communication is contrary to applicable laws or where a distribution is prohibited without necessary licenses or authorizations.  

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Who we are

We combine the best of Swiss standards with a global reach and insight. Our highly experienced team is dedicated to ensuring clients achieve their goals through an innovative investment process tailored to each client’s individual requirements.

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Sustainability matters

At Quintet we are changing the way we invest, and what we invest in, so together we can change the world for the better. We follow a sustainable approach that will only seek to expand on your investment opportunities, not reduce them.
 

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Would you like to become our partner? Or would you like give feedback?  We are here to help you to invest in a richer life, however you define it. We’re looking forward to listen to you carefully, think ahead and support your investment objectives.

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