Systematic or discretionary investment? Combine the two
Our clients are looking to diversify their holdings across asset classes in order to achieve their risk management and return goals. By delegating your asset allocation and stock selection decisions to our investment teams, you will receive a simple and easily implementable solution, which draws upon the expertise of our investment professionals. Once invested, you will benefit from regular market insights and high quality reporting, enabling a transparent view of market developments.
Markets are neither perfectly efficient nor completely inefficient. Our institutional and intermediary clients face the decision whether to use a discretionary or systematic approach varying by asset class. Vontobel’s multi asset approach combines the best of both worlds to help clients meet and exceed their absolute and benchmark targets.
Active management creates value only when profits exceed costs. Such opportunities exist, but differ across time and in different segments of the global financial markets. Therefore, we constantly screen for opportunities and combine active alpha strategies with systematic risk-premium strategies in order to outperform.
Risk management is an integral part of our investment process. We pursue what is economically feasible with the highest precision, and our decisions are transparent, based on verifiable economic theory.
Our experienced multi asset teams have developed and manage portfolios to support a broad set of investor needs. All of our multi asset approaches are actively managed based on fundamental research. We combine active alpha strategies with systematic risk premia strategies in order to outperform benchmarks or absolute return targets, thus helping our clients achieve their investment goals.
We offer a broad range of funds under our own name, as well as white-labelled solutions for our partners and individual mandates for larger clients.
We have over 30 years of experience in multi asset investing. We have delivered excellent returns through multiple market cycles.
We are active investors. Our quantitative or fundamental investment processes provide an optimal allocation.
Signatory to the United Nations Principles of Responsible Investment (UNPRI) since 2010. Vontobel is rated A+ by the PRI and offers several sustainable multi asset strategies.
Listed on the Swiss stock exchange, with the majority of shares held by the founding family, Vontobel has provided a solid foundation for long-term investment since its founding in 1924.
We have continuously developed our ESG offering since becoming active in sustainable investing in the early 1990s. Our teams share a philosophy of integrating ESG factors into their investment decision-making. Each team tailors their ESG approach to fit their distinct investment process and the nuances of the market segments they invest in.