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English Portfolio Management

Features between ETFs

Focus on the primary features if you are making your first investments in ETFs, then gradually increase your knowledge.

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Français Portfolio Management

Caractéristiques des ETF

Concentrez-vous sur les paramètres primaires si vous effectuez vos premiers investissements en ETFs, puis augmentez progressivement vos connaissances.

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English Portfolio Management

Passive ETFs vs. mutual funds and active ETFs

Index ETFs are the investment vehicles of choice for international private investors.

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English Portfolio Management

Choice of indices

Index ETFs meet the criteria of passive management and allow for market performance, low fees, diversification and transparency.

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English Portfolio Management

Your individual strategic allocation

Your asset allocation will vary over your life cycle, and you should invest and position your overall capital differently as a young adult, mature adult and senior.

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English Portfolio Management

The principles of strategic asset allocation

Your strategic asset allocation will be your starting point before venturing into the stock market but the coming end of expansive fiscal and monetary policy and the high valuation of U.S. growth stocks may require a different implementation of your asset allocation.

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English Portfolio Management

How to invest in Chinese Equities?

We cannot ignore the current relative valuation and future prospects of Chinese equities, despite the risks. Options, even if imperfect, remain an indirect exposure and a diversified investment in emerging markets.

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English Guide Portfolio Management

ETFs: physical or synthetic replications?

We strongly recommends physical ETFs, even if in some exceptional cases, synthetic ETFs may be more appropriate in certain circumstances.

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English Portfolio Management

Do you need an investment model?  

The basic rules of the markets will hold true beyond any investment model: the importance of diversification, mean reversion of returns over the long term, and the difficulty of creating alpha in public markets.

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English Portfolio Management Swiss

What are structured products?

In times of low interest rates, structured products attract investors with comparatively higher returns, but there is also the threat of painful losses.