Factor Investing:
At the heart of our equity strategies

Returns are based on risks. But not all risks reliably lead to profits. Factor investing, which is successful in the long term, is a further development of passive investing. Our systematic and data-based investment strategy has proven itself for decades in a variety of market situations.

It is well known that diversified investments in stocks with low valuations (value stocks) perform better than stocks with high valuations (growth stocks). Similarly, investments in companies with high quality, better earnings growth, lower risk and positive momentum perform above average. Our multi-factor models, proven over decades, lead to optimal return/risk ratios across market cycles.

Advantages of factor investing in a nutshell:

  • Excellent track record: consistently better returns compared to passive investment strategies, confirmed many times over by decades of academic research

  • Enormous flexibility: Our systematic, data-based factor strategies can be easily adapted to individual investment objectives. For example, ESG components can be easily combined with factor investments

  • Economically sound: Solid evidence of factor outperformance across markets, asset classes and time periods

  • Risk-optimized: Stringent management and control of absolute and relative fluctuation risks

  • Cost-efficient: Low transaction costs and efficient implementation

     

Faktor Investing

Factor-Investing

Institutional investor

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Swiss Mountains

We are a strong partner for institutional clients. High-quality asset management, coupled with enormous experience, high flexibility and solution competence as well as first-class service are waiting for you.

Private investor

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Snow

Our customers are unique. We have investment solutions for a wide range of wishes and goals. A discussion lays the foundation for long-term wealth accumulation with our investment funds. Investors can rely on us.

Distribution Partners

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Water Mountains

Banks, insurance companies and independent asset managers want to achieve convincing results for their clients. We offer investment expertise for all major asset classes to a broad range of clients.