Core Values

We offer our clients the best possible management of their portfolios by following these investment principles:

Return-driven Investing		Disciplined and Risk-managed Process
Dynamic Asset Allocation: Markets are almost never fairly valued, offering opportunities to deviate from the strategic asset allocation Active Management: Active management can generate excess returns at various active risk levels; passive management can be used to keep risk at the desired level Open Architecture: Constructing the best portfolio using complementary best-in-class active managers Responsible Investing: Responsible Investing can result in a risk return profile superior to “normal” investment portfolios		Manager Selection in the context of Portfolio Construction: Assembling the best mix of managers, not a mix of the best managers Diversification: Balanced distribution of risk stabilizes both the absolute performance and the excess return Holdings-based analysis: Turning data into information significantly enhances our understanding of managers Operational Due Diligence: Operational processes must work effectively and efficiently - poor implementation of a good idea can cost a lot of return Risk Management: Continuous monitoring of portfolios enables us to take action when and where necessary
Cost Efficiency		Transparency
Careful Fee Spending: We only pay active management fees when we are convinced that there is a net benefit for the client, otherwise we use lower-cost passive management		Transparency on portfolio holdings: We require complete disclosure from our managers Disclosure of underlying fees: Retrocessions are passed on to the client in full Integrated Management Information Reporting: Gives clients a clear overview of and a detailed grip on their investment portfolio