Portfolio construction


Since 2006, step by step we build your performance

A recognised specialist in discretionary mandates

In the frame of discretionary mandates, IAM utilises its know-how and its in-depth knowledge of the Swiss and international real estate market for a mandate composed of indirect investments in Swiss and foreign real estate (Real estate funds, real estate equity Swiss and international).

The management of this mandate is based on stock picking, with a bottom-up approach. The following criteria are key to the selection process:

  • Company positioning and long term strategy
  • Quality of real estate holdings
  • Potential for development
  • Analysis of regular income (FFO)

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.