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Tailor-Made

Our technology and expertise for your individual investment solution

Do you have your own specific requirements which differ from our fund solutions? We will be happy to discuss with you how our solutions can be tailored to your own needs as part of a segregated account.

Database

Our comprehensive database enables individual tailoring of the investment universe - by country, region, sector or factor. The MSCI ESG Research database also facilitates a client-specific sustainability profile of the portfolio.

Methodology

Our systematic portfolio optimisation can be adapted to specific client requirements:

  • Specific exclusion criteria
  • Minimum / maximum weights for specific countries, sectors and securities
  • Limitation of tracking error
  • Individual ESG criteria
  • etc.

Our dynamic asset allocation management can also be adapted and tailored to the client’s current position in mixed mandates.

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