Our Direct Mandates
With our single-stock mandates, you invest directly in systematically selected stocks. The selection follows a clear, data-driven approach and is based on several systematic sources of return, which we combine in a targeted manner.
Transparency & comprehensibility
A single-security mandate offers you complete transparency regarding which stocks are being invested in. Regular reports show you which stocks are currently held in your portfolio.
Regular distributions
In a single-security mandate, dividends are distributed directly. This is particularly helpful if you depend on regular income from your invested assets, such as a retirement pension.
Our systematic individual stock mandates
As with our investment funds, our individual stock mandates are also systematically structured. The mandates are rebalanced twice a year. This means that the stock selection is recalculated and all selected stocks are reweighted equally. The selection is made according to a clear, rule-based process: each stock in the defined investment universe is evaluated according to several criteria, resulting in an overall score. Stocks that are excluded on the basis of sustainability criteria are not considered. Ultimately, investments are made in the stocks with the best ratings.
OLZ Equity Smart Selection
OLZ Equity Smart Selection is a selection of 25 stocks. You can choose whether these come exclusively from the global stock market or whether 20 international stocks are combined with 5 Swiss stocks. The stocks with the best overall rating across three dimensions are selected: low volatility (low risk), high company quality (quality), and positive price performance (momentum).
We are happy to advise you and answer your questions.
Investment solutions for assets over CHF 500,000.
We will call you when it suits you best.
Or contact us directly:
+41 31 326 80 00
info@olz.ch
Thank you.
We will get back to you at the requested time and are looking forward to the conversation.