Since 1990, we have been dedicated to promoting an optimal relationship between investors and
markets in the service of institutional / philanthropic management.
We are experts in the main fields of finance and its engineering for financial consulting purposes.
Our operations are formalized by our ISO 9001:2015 management system.
We have formalized a sustainable development vision and formulated a proposal for its strategic
integration and accompaniment.
We have also developed an investment offer directly related to the real economy and a well-founded return on investment.
Supervised by FINMA
since 2012, we also dispose of established management processes and are ISO 14001:2015 normalised.
We apply identical criteria and methods to all levels of analysis. This approach ensures the transparency
and efficiency of the process to the client's profile.
In the selection of active and passive managers, our methodology has proven its worth since 1990.
For all asset classes, in stages of quantitative and qualitative analysis, we build optimized management style allocations.
500+ certified B CORPS commit to nest zro by 2030, 20 years ahead of Paris
11 décembre 2019
ANALYSE DE MARCHÉ
[4eme trimestre 2019]
Comment nous considérons la notion de durabilité dans la gestion de portefeuilles
LES ANNÉES 20 2.0 - LES (NOUVELLES) OPPORTUNITÉS DE LA DÉCENNIE
A customer-oriented advice, proven processes, a vision for implementations that are in line with evolution over time, a human capital of sharing.
We constantly favour sharing management by applying it to all the services/products that we offer. A collective
participation that offers a positive emulation, in a horizontal structure, that allows our customers to have a partner that is
itself sustainable. The internal community of skills, knowledge, generations, sharing, offers quality professionalism to the
creation of value from any heritage.
A social responsibility regardless of whether a fortune is CHF 5 million or CHF 5 billion. In all cases we have a 100% commitment
that results in equivalent competencies and services.
Euro Performance since launching [14.03.2011]
[Class B]
155.28%
Performance as of 31 December 2019
34.75%
Euro Performance since launching [01.05.2016]
32.98%
Performance as of 31 December 2019
27.59%
Net annual rate in effect (nominal)
as at 31 December 2019
1.1250%
PresentationValues and commitmentsLabel-Approval-CertificationManagement boardPress articlesConferencesEditionsSwiss Global FinanceContactUseful linksGlossaryValorisation d'actifsConceptStratégie de prévoyance CAPTMStratégie de placement CAATMAllocation de gestionnaires CAGContrôle des investissements CACAllocation d'actifsComparaison des performances "Peer Group"Intégration de critères durablesCréation, fusion, réorganisation, liquidation d'institution de prévoyanceConseil actuariel et juridiqueFormationCONINCO MASTER CLASSIndice IPSIndice Hedge FundsÉquipeNotre expertiseStratégie Global EnvironmentStratégie Europe DividendONE CREATION CoopérativeOr physique Responsable & DurableÉquipeMéthodologieMultigestionSélection de gestionnairesAllocation de gestionnairesSuivi et continuitéNos forcesÉquipe
