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Our strategy

How we decide who decides

Our strategy doesn't start with rankings or products. We personally evaluate fund managers, categorize their decisions, and translate this judgment into clear portfolio decisions.

  • Personal conversations instead of mere tables
  • Selection based on mindset, risk culture, and consistency
  • Clear function of each selection in the portfolio

Find the right umbrella fund.

Funds of funds invest in selected funds and each follow a clear strategy. They differ in terms of investment objective, risk profile, and investment horizon.

Multi-Asset
  • Five Strategies for Various Risk Profiles
  • From Conservative to Aggressive
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Equity-based
  • Equity-focused and globally oriented
  • Long-term investment horizon
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Absolute Return
  • Different Risk-Return Profiles
  • Focus on Stability and Long-Term Returns
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Responsible
  • Three Strategies for Various Risk Profiles
  • Fund Selection Based on Sustainability Criteria
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Recognition of a Consistent Investment Philosophy

Information on methodology, scope of analysis, and ranking can be found under each award.

Enter into conversation with us

Whether sales partners or investors: We answer questions about our approach, funds, and categorization and show you how we make decisions.