Asset Management > Trend Allocation Global
  The daily challenge posed by asset management is to make the right investment decision at the right time. We have developed our own in-house model based on analyses that closely follow the market.

Our trend allocation in detail:
  • Benchmark-independent (alpha strategy)
  • Two thirds of investments are placed in the ten GICS sectors (GICS: Global Industry Classification Standard) and one third in country indices
  • Sectors and countries are selected according to the quantitative approach
  • Sectors and countries are classified as low risk and high risk; no investments are made in high risk instruments
  • Disciplined choice of equities by selecting individual securities from a universe of about 6,000 equities with minimum capitalisation of USD 1 billion, based on fundamental (secondary) analysis and technical analysis
  • Sector/country allocation is adjusted each month, with continuous monitoring
  • Quantitative algorithms are used to hedge holdings
  • No foreign currency hedging
  • If so requested, we will review portfolios concerning their social and environmental (environmental, social, governance) sustainability
Our objectives are not only to generate outperformance by correctly selecting the ten GICS sectors, but also to free strategic investors with medium- to long-term horizons from the negative impact of market psychology.
Abalone Fonds Abalone Dynamic Trend Allocation Fund
Publications Authorisation to manage assets in an occupational pension scheme.
Contact To arrange a personal consultation, please contact one of our team in Zurich, Bern, Lausanne or London.
 
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