Portfolio construction

Mandat Allocation Mixte Graphe EN

We favor a rational management technique based on common sense

IAM - A recognized specialist in institutional management

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

Discover our other IAM management mandates:

IAM has over time become a recognised specialist in institutional asset management. We manage various mandates with the requested risk profile, compliant with the legal framework for Swiss pension plans.