Andreas Wäger

Mirabeaud Suisse is an active, convictions-based, benchmark-aware manager which helps portfolio managers to make informed decisions and generate performance while protecting investors on the downside. They are an asset allocation and multi-asset portfolio management specialist which bases their investment process on qualitative, quantitative and technical inputs with different risk-return profiles and levels of reactivity in order to match investor needs. For equities, the firm selects stocks based on conviction, flexibility and integrated risk management. They focus on specific segments of the fixed-income universe, offering investors innovative investment solutions using credit, duration and convexity as sources of performance. They are geared towards asymmetry and offset their equity upside participation with a bond floor for downside protection. Mirabaud Suisse combines investment grade, high yield and government bonds in dynamic ways to generate positive total returns, including during interest normalization phases. Their dynamic approach for multi asset portfolios allows them to capture smaller trends and deliver performance while protecting the downside.

J. Safra Sarasin-IM has a global mindset, act with high conviction, and aims to deliver outstanding performance across all asset classes. They have a strong focus on risk management, monitoring risks actively and explaining the performance drivers of their strategies. Sustainability lies at the core of their investment philosophy. Therefore, the firm strives to integrate sustainability aspects into the entire investment process across all asset classes.

Swisscanto is an active, growth-oriented manager which consistently applies the relative value approach. Their investment philosophy is based on modern portfolio theory and emphasizes risk control and risk steering. The firm invests globally in equity and debt with a long-term outlook, generally favoring large-cap European companies. They utilize a credit spread investment approach to invest in bonds and employ a style investing approach for equity. They also make mixed, real estate, sustainable and alternative investments.