Categories
English Guide

Active and passive management

Numerous studies have revealed that on average, the investor will lose his bets with the market. With passive investing, you invest in a collection of stocks representing the market.

Categories
English Portfolio Management

Ray Dalio’s balanced portfolio approach

Risk Parity aims at designing a long-term and robust portfolio with minimal maintenance

Categories
English Guide Portfolio Management

How to achieve asset diversification

Risky money should provide you with (erratic) growth and safe money will limit the overall short-term changes of your wealth

Categories
English Guide

How to define your investment risk

You cannot know the evolution of market prices. Nevertheless, you can decide in which types of assets, with different risks, you want to invest.

Categories
English Portfolio Management

Mean-variance optimization: The most widely used investment model

The mean–variance model is the foundation for making asset allocation decisions for long-term horizon

Categories
English Guide

Investment plan

Simplified proposal to perform some introspection and answer the basic questions about your financial situation before investing.

Categories
English Guide Portfolio Management

Financial situation and objectives

The understanding of your financial situation and long-term objectives (leading to the preparation of a long-term investment plan) constitutes the cornerstone of your financial future. This first step will define all your other investment decisions.

Categories
English Markets

Passive investing and investor activism

Passive investment funds such as ETFs are effectively managing a growing share of the corporate world. Vanguard and BlackRock should further develop their charter of good corporate governance practices.

Categories
English Portfolio Management

Investing in Swiss equities?

Investing in Swiss equities? The answer is yes for investors willing to gain an exposure to Swiss equities and their home currency, the Swiss franc. However, it is strongly influenced by the three largest companies: Nestlé, Novartis and Roche together account for more than half of the market value.

Categories
English Markets

Outlook of the U.S. economy for global indices

Looking at the indicators to watch out in order to avoid investing at the peak in U.S. stocks, it seems that the positive points dominate in the short and medium term, but that the problematic factors are deep and could materialize in the longer term.