Systematic solutions: efficient and disciplined

Multi Asset Systematic is a disciplined and efficient complete solution for your assets. You determine the return, risk or loss limit. We implement your requirements efficiently and in a rule-based manner with the most suitable investment instruments, and include with a hedging strategy if desired.

How you achieve more with Multi Asset Systematic

Disciplined

We manage your assets consistently and based on rules, and without emotions such as fear or greed.

Hedged

On request, we can protect your assets in turbulent times and systematically safeguard your portfolio.

Efficient

You benefit from market trends, active securities selection and ongoing portfolio monitoring.

Disciplined

We manage your assets consistently and based on rules, and without emotions such as fear or greed.

Efficient

You benefit from market trends, active securities selection and ongoing portfolio monitoring.

Hedged

On request, we can protect your assets in turbulent times and systematically safeguard your portfolio.

How to invest with Multi Asset Systematic

You can choose between mixed funds or a highly specialised mandate. For all solutions, you benefit from a rule-based investment process with dedicated risk control. Mandate clients also benefit from individual implementation and personal dialogue with our investment specialists. 

Multi-asset fund protection

With multi-asset fund protection, we consistently manage your assets in a rule-based manner. We invest in a balanced multi-asset strategy and also protect your portfolio against high losses. This results in a conservative investment strategy without the traditionally high allocation in bonds.

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Mixed fund or mandate?

  • Mixed funds are efficient, broadly diversified and actively managed solutions for investors with different risk appetites. They are suitable as a complete solution or as a basic portfolio component.
  • Investors looking for a tailor-made investment solution count on mandates.
  • With a systematic hedging strategy, you protect your assets against high losses, particularly in turbulent times when normal diversification is not sufficient.

Sustainable and responsible

In addition to rule-based allocation, systematic portfolio funds focus on carefully selected equities, bonds, real estate and alternative investments. We integrate sustainability approaches and set a dedicated climate goal. The Sustainable solutions only invest in companies that contribute to the UN Sustainable Development Goals:

Three reasons to choose us

  1. 1 Performance: We aim for long-term value – for you and society.
  2. 2 Sustainability: We integrate sustainability goals and make an impact.
  3. 3 Partnership: We provide impetus, coach you personally and support you in the long term.

All Multi Asset Systematic funds at a glance

Free fund savings

Occupational pensions and tied private pensions in Switzerland (pillars 2 and 3a)

Our other multi-asset solutions