Our Bond Strategy

Our range of bonds includes two globally diversified government bond funds with different durations and one fund with bonds denominated in Swiss francs. We consistently focus on first-class debtors and high liquidity. Bonds improve the diversification of a multi-asset portfolio and have a stabilizing effect in turbulent markets. They reduce value fluctuations and maximum losses.

Government bonds

Government bond indices are based on debt: the higher the debt, the higher the weighting. This results in suboptimal capital allocation and portfolio composition. Countries with high fiscal discipline and declining debt are thus reduced in the index.

Systematic investment process

OLZ portfolio optimization uses a multi-stage investment process that focuses on quality and systematic diversification. This optimizes risks without deviating too far from the respective benchmarks. In addition, foreign currency risks are hedged.

Geographic diversification

We invest exclusively in developed markets and systematically hedge foreign currency risks. In addition, the weighting of individual debtors and the eurozone is limited.

High-quality debtors

The minimum rating is A+. Countries with an AAA rating are overweighted, while the average government debt is significantly below that of the benchmark.

Sustainability

The portfolio has an ESG score of at least AA. The implied temperature rise (ITR) is lower than in the benchmark.

Optimization ensures better diversification, higher ratings, lower credit risks, and the consideration of sustainability criteria. Since equities offer excess returns in the long term, the risk budget should be used primarily for equity risks, and the bond portion should be structured as securely as possible.

Swiss franc bonds

Swiss franc bonds are a special market universe with limited liquidity and great diversity. OLZ therefore relies on semi-passive management in collaboration with the specialist Loyal Finance AG in Zurich.

Our approach focuses on a targeted duration of five years with a flexible range of +/- 1 year and on systematic optimization of the portfolio structure by segment, credit rating, and maturity compared to the Swiss Bond Index.

The bonds are selected according to value criteria and managed using ESG exclusion criteria. In combination with a cost-effective buy-and-hold strategy, we thus achieve attractive returns with controlled risk.

We are happy to advise you and answer your questions.

Investment solutions for assets over CHF 500,000.
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+41 31 326 80 00
info@olz.ch

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