Our Customized Solutions

Our customized investment solutions are based on scientific methods and a solid data foundation. We combine the latest findings from financial market research with our experience and efficient portfolio management to best support your investment goals.

OLZ – Expertise for individual investment needs

OLZ combines scientific expertise with practical implementation. Our Investment Solutions team works closely with leading universities to ensure that our investment process is always at the cutting edge of research. Data is sourced from recognized global providers and carefully processed to create a robust basis for portfolio optimization.

Our portfolio management implements strategies consistently, cost-effectively, and with high quality. This results in customized investment solutions that are scientifically sound and tailored to your goals.

Risk optimization
State-of-the-art minimum variance optimization reduces volatility, lowers value losses, and thus ensures a better risk-adjusted return in the long term.
Systematic sources of return
Whether factor strategies or factor-based filters: OLZ implements these in a targeted manner, taking individual specifications into account and contributing its expertise.
Sustainability
ESG criteria can be weighted specifically and individual exclusions implemented. CO₂ profiles can be improved. Decisions are based on reliable data, including integration and stewardship.
Checking the index deviation
Tracking error control prevents significant deviations from the benchmark. Unlike passive implementation, however, ESG criteria can be integrated and concentration risks can be specifically managed.

Tailor-made solution in practice: Collaboration with Prisma Investment Foundation

Prisma Investment Foundation aims to build a portfolio that lies on the efficiency curve and thus offers an optimal risk/return ratio. Traditional, capital-weighted indices do not meet this requirement. Prisma therefore draws on OLZ's expertise in the following areas and, since its launch, has outperformed competing products by a considerable margin:

Risk optimization

The portfolio is systematically constructed to minimize expected volatility. The weighting of each security is based on risk forecasts, resulting in an efficient portfolio.

Systematic sources of return

A momentum filter excludes stocks with weak price momentum in order to take advantage of stable sources of return over the long term.

Sustainability

Companies that violate key ESG criteria are excluded. In addition, the portfolio must meet minimum ESG rating requirements and reduce its carbon footprint.

Your path to a tailor-made investment solution

Based on an assessment of your current situation, we create model portfolios and review the desired specifications. We then discuss the results and make any necessary adjustments to the model design. Implementation can be carried out by OLZ or, if desired, by the client. We are then available as a sparring partner for ongoing communication, model monitoring, and individual reporting or training.

Have we sparked your interest in our tailor-made solutions? Then contact us for a no-obligation consultation. We would be happy to show you successful implementations and work with you to develop a solution that fits your needs.

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