IAM management philosophy

The performance of independence

Ever since its creation in 1995, IAM has combined the advantages that come with its fully independent management that acts on a clearly defined goal: striving to bring our clients the best possible performance while paying particular attention to the preservation of capital. IAM also contributes to the growth of current or future insured pension funds that it manages. For over 20 years, IAM has remained true to its convictions, and cultivates the same values that have proved to be successful in obtaining high performance results in the long-term.

Judgement - Patience - Discipline – Vision

INDEPENDENCE AS A FOUNDING VALUE!
IAM said: “No conflict of interest!” When the three principle asset management activities (wealth protection, trading, and securities management) are joined together under one roof, conflicts of interest necessarily appear. To prevent this from happening, IAM is content to serve only one of these activities: securities management. The other tasks are entrusted to external stakeholders according to customer requirements and competitive market forces. In that way, IAM guards its INDEPENDENCE.

THE COURAGE TO GO AGAINST THE FLOW!
Avoiding the pitfalls of fashion and consensus, and thanks to the countercyclical approach it has taken since 1995, IAM has been able to deliver to its customers a superior performance over the long term, thanks to its emphasis on its freedom of JUDGEMENT.

NOTHING IS GAINED BY HURRYING IF YOU DO NOT INVEST CORRECTLY
We are not speculators. We favor a long and stable growth of capital by investing with PATIENCE

FAITHFUL TO OUR BELIEFS SINCE 1995!
Whatever the future brings, we strictly follow our investment strategy by taking advantage of long experience and relying on strong convictions and great DISCIPLINE.

WE ALWAYS TAKE THE LONG VIEW!
We know to step back and anticipate trends while staying the course, by investing with a long term VISION.

 

 

Discretionary management: 7 types of institutional mandates

Over the years, IAM has developed a reputation as a recognized expert in institutional management. Pursuant to the “Swiss Prévoyance Professionnelle” (occupational pension funds in Switzerland OPP2), we manage, according to the desired level of risk, various portfolios.

The tactical portfolio allocation and rigorous analysis of each value has enabled us to generate consistent growth that out-performs the markets over the long term while minimizing the volatility of our portfolio.

We target the creation of wealth over time

Discover our 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.

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