WHEN SCIENCE MEETS FINANCE
“We are proud to have taken this additional step to further grow the inclusion of ESG criteria in our investment strategies and to develop our active stewardship capabilities.
We are convinced that the integration of ESG analysis into our investment processes aligns our engagement in finance with the values we hold dear. It is a key goal not only for our investment team but also for our institutional and private clients.”
Discover our Responsible Investment Charter.
EXPERIENCE
COMPETENCY
AGILITY
our clients
Private Clients
We collaborate with you to determine your appetite for return, tolerance for risk and time horizon for your investments. This way of tailoring your investment strategy makes sure that your assets are invested in balance with your specific needs.
Our Investment culture is built around established and experienced portfolio managers with an entrepreneurial mindset. We focus on allocating your money in the most suitable asset classes, seeking to add value over the medium to long term.
Institutional clients & Swiss Pension Funds
Fully aware of the risk control expectations, constraints and requirements you have, we deliver an investment approach exclusively based on systematic risk control.
This means working with you over a long-term horizon, pairing this exacting approach with various management techniques along with ironclad ethics and transparency, all while striving to cater to your specific characteristics.
our solutions
Portfolio Management
You choose your strategy,
we manage it for you
We partner with you to tailor your investment strategy so that your assets are invested in harmony with your goals and needs
You benefit from a multi-asset portfolio management offering based on a proprietary quantitative method: Dynamic Asset Allocation (DAA), which exploits decorrelations between assets classes
Market Risk Management
Investment approach based on systematic risk control
We are a recognised player in market risk management with a dedicated approach Dynamic Exposure (DynEx), which enables us to generate asymmetrical risk/return profiles in major equity markets, investment grade bonds and currencies
Our objective is to limit downside risks while benefiting significantly from upward trends
Funds Management
Value creation is our only objective
We offer you a wide range of financial instruments with strong track record and robust methodologies
Quantitative products in the major European and US bond markets, such as our DMC World HY Corporate Bonds fund, with an exposition to international equities and bonds
Investment Advisory
We share our ideas,
you make the decisions
We support you in investing your assets based on a defined investment strategy
You receive personalised investment ideas tailored to your portfolio and objectives while enjoying access to our experts
Decisions about portfolio composition remain in your hands
Management Techniques
We developed proprietary systematic and quantitative management models designed to achieve long-term growth while mitigating downside risks associated with market volatility.
Funds
Our offering is inspired by the needs of our clients.
To create maximum added value, we focus on asset class diversification, optimal risk management and the constant expansion of our areas of expertise.
We offer you a wide range of financial instruments, including quantitative products focused on corporate bonds and global equities.
Fixed Income funds
Provides access to international high-yield corporate bond markets using an innovative approach.
Optimised sampling aiming at aligning the portfolio’s risk profile with the most efficient bonds.
DMC FUND – WORLD HY CORPORATE BONDS I in USD
DMC FUND – WORLD HY CORPORATE BONDS I in CHF (hedged)
DMC FUND – WORLD HY CORPORATE BONDS I in EUR (hedged)
DMC FUND – WORLD HY CORPORATE BONDS R in USD
DMC FUND – WORLD HY CORPORATE BONDS R in CHF (hedged)
DMC FUND – WORLD HY CORPORATE BONDS R in EUR (hedged)
It is a segment of the Synergie investment fund, reserved for the second pillar pension funds operating under Swiss law. This investment vehicle dedicated to Investment Grade corporate bonds provides access to an attractive ‘return / risk’ pairing by taking advantage of international diversification without incurring currency risk.
It is a segment of the Synergie investment fund, reserved for the second pillar pension funds operating under Swiss law. This investment vehicle dedicated to High Yield corporate bonds provides access to an attractive ‘return/risk’ pairing by taking advantage of international diversification without incurring currency risk.
MEET THE TEAM
Our experts combine complementary skills and professional experience. They are renowned for their know-how in quantitative risk management. Their qualities are complemented by an impeccable investment ethic based on discipline, consistency and transparency.