Construction of the portfolio


Our aim is wealth creation for the long run

A recognised specialist in discretionary mandates

In the frame of discretionary mandates, IAM utilises its know-how and its in-depth knowledge of the Mining and Metal sector for a mandate composed of equities from this sector. The portfolio is composed of stocks from mid- to large cap companies, which mainly aim to extract, transform and commercialise gold, metals and other raw materials. The porfolio can also invest in securities linked to the value of gold or other metals.

The management of this mandate is based on stock picking, with a bottom-up approach.

For security we prefer companies leader in their sector, taking into account the quality of their finances, their management and the stability of their dividend policy. In addition to a rigorous fundamental analysis of each company, our financial analyst team maintains close contact with top management either by attending seminars or by meeting managers of other corporate representatives face to face.

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.