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Publications

Dr. Roman von Ah

19 ounces gold

Dr. Roman von Ah

How can investors protect their money from predatory monetary policy?
Wealth manager Roman von Ah on debt, equities, gold and crypto.

19 ounces gold (german)

Dr. Roman von Ah

Now is the time for equity investing

The stock market crash and recession are reminiscent of previous crises.
The recovery was often better than expected in the panic.
Asset manager Roman von Ah advises buying stocks.

Now is the time for equity investing (german)

Dr. Roman von Ah

Passive portfolio management is unfortunately an illusion

Author Dr. Roman von Ah

Passive portfolio management is unfortunately an illusion:

2019 serves as proof to institutional investors that passive investing pays off. Pension funds boast of their good performance. Forgotten is that the tide lifts all boats

Published in Finanz und Wirtschaft FuW, special issue institutional investing, March 14, 2020

Passive portfolio management is an illusion

Dr. Roman von Ah

Mindestens 60% in Aktien investieren

Interview with Dr. Roman von Ah

Roman von Ah, CEO of the institutional asset manager Swiss Rock, criticizes the too low equity quota of pension funds and advises a radical rethink. Private investors should start early with a savings plan

Published in Finanz und Wirtschaft FuW, Sonderbund Vorsorge, September 2019

Invest at least 60% in equities

Kein Personenbild

Value Investing?

Authors Dr. René Dubacher & Dr. Ivan Petzev

Value-oriented investing - also called substance-oriented investing or "value investing" - has been experiencing an underperformance against growth-oriented investing globally since the first quarter of 2017, which has been historically very rare.

Published in Swiss Rock Navigator Special November 2018

Value Investing?

Dr. Roman von Ah

No fear of fintech

Author Dr. Roman von Ah

In Switzerland, online banking, digital investment platforms, robo advice and hybrid solutions have been around for many years. That digital solutions are taking off would be a bold statement.

Published in Finanz und Wirtschaft FuW, October 28, 2017

No fear of fintech (german)

Dr. Roman von Ah

Investment success thanks to industrialization

Author Dr. Roman von Ah

Investment success thanks to industrialization: The management of institutional assets follows an industrial logic. But the ritualized approach also has its drawbacks. Most private investors do not have a recognizable strategy, but a hodgepodge of products.

Published in Finanz und Wirtschaft FuW, Sonderbund Institutionelles Anlegen, October 2015

Investment success thanks to industrialization (german)

Dr. Roman von Ah

Securities Lending: Risk-free Additional Income or Low-Return Additional Risks?

Authors Dr. Roman von Ah and Bruno Heusser

Securities lending is touted as an attractive opportunity to increase securities returns. Pension funds are confronted with the question whether they want to lend securities for a fee. In the past, the focus was on increasing returns. More recently, the associated risks have become an issue.

Published in Schweizer Personalvorsorge SPV, May 2013

Securities Lending (german)

Dr. Roman von Ah

Overpriced blue chips

Author Dr. Roman von Ah

Overpriced blue chips: Small-cap expert thinks it's a very good idea to invest in shares of smaller companies at the moment

Published in Bilanz, December 11, 2012

Overpriced blue chips (german)

Dr. Roman von Ah

Wealth management from a family office perspective

Author Dr. Roman von Ah

Asset management from a family office perspective: A family office seeks to optimize very large private assets (securities, investments, real estate, etc.), often for several generations. In addition to this, the family office is responsible for bookkeeping and presentation, tax planning, succession, philanthropy, etc.

Published in Le Temps, 3. December 2012

Wealth management from a family office perspective (french)

Dr. Roman von Ah

Sources of returns on the financial markets

Author Dr. Roman von Ah

Sources of returns in the financial markets: To determine the investment strategy, we need to understand which asset classes exist and what characteristics they have. Only non-diversifiable risks will be systematically compensated by the market. Successful investing means: taking advantage of opportunities that yield returns and foregoing risks that are not compensated for.

Published in Schweizer Personalvorsorge SPV, 10-12

Sources of returns on the financial markets (german)

Dr. Roman von Ah

At worst, still 5 to 10% lower

Author Dr. Roman von Ah

"At worst still 5 to 10% lower": Independent investment professionals advise equity investments - Dividend yields are higher than interest rate levels - Investment stocks are well protected in an inflation scenario

Published in Finanz und Wirtschaft FuW, July 20, 2011

At worst still 5 to 10% lower (german)

Dr. Roman von Ah

Pension funds with a four in the grade report

Author Dr. Roman von Ah

«Most pension funds are content with a four on their report card»: investment expert Roman von Ah advocates a much higher share of equities. This is the only way to prevent a reduction in benefits.

Published in Tages-Anzeiger, March 22, 2010

Pension funds with a four in the grade report (german)

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