Portfolio construction


Since 1996, our performance has no boundaries

A recognized specialist in discretionary mandate

In the frame of discretionary mandates, IAM utilises its know-how and its in-depth knowledge of the international markets for a mandate investing in global equities.

The management of this mandate is done through a top-down approach (macroeconomic analysis, global approach to the market).

In addition to a rigorous fundamental analysis of the different countries, our analysts attend regularly seminars related to international markets.  The portfolio is composed of baskets of securities (“ETFs”) replicating the main stock exchange indices. The geographical allocation is achieved by analysing macroeconomic factors (debt level, monetary and fiscal policies, trade balance…)

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.