The investment process: pooling of bankwide expertise
The Investment Policy Committee, consisting of experts throughout the bank and chaired by our Chief Investment Officer (CIO), prepares the investment policy and asset allocation for clients with portfolio management mandates. The committee makes its recommendations on the basis of global considerations. This overview is essential for Bank Sarasin’s well-balanced and ambitious portfolio management service.
Top-down and bottom-up for an attractive, diversified portfolio
We use a combination of top-down and bottom-up approach taking into account the relevant macroeconomic factors (top-down)intensely researched by our macro team, but also the microeconomic aspects of the industry and company (bottom-up). Our research in Switzerland, London and Singapure concentrates on Swiss securities and a broad selection of international stocks. Our fund research team also scrutinises attractive third-party products using the “best in class” approach.This enables us to construct an attractive internationally diversified portfolio for you.
Consistently high quality and up to the minute
Our multilevel, structured quantitative and qualitative valuation methodology ensures that our investment decisions are of consistently high quality. Decisions are continuously monitored and if necessary adjusted in response to developments on international financial markets. The benefit to the client is obvious: the composition of the portfolio is always geared to current market conditions.
