Balanced Management Mandate
Through the years, IAM has become a well regarded specialist in institutional asset management. Pursuant with the law on pension funds ("OPP2, ordonnance sur la prévoyance professionnelle"), we manage, according to the risk profile, a whole range of mandates as listed below:
- Bonds in CHF
- Bonds in international currencies
- Swiss equities
- International
- Real estate
Our added value lie in two aspects:
- Selecting and weighting of each asset class within the balanced mandate; ie the perfect mix between bonds, equities and real estate
- Selecting and weighting of components in each asset class
Since inception in 1995, we have taken the bet to exclude structure
products, derivative of hedge funds from our mandates. We favour a
rational management technique based on common sense. Tactical allocation
and rigorous analysis of each stock has enable us to generate a consistent
outperformance over the long run all the while keeping a lower than
average volatility.