Rémy Schraner

Helvetic Trust is an active, growth-oriented investor which manages portfolios invested globally across asset classes, regions and sectors, utilizing their specialist expertise in the innovation and technology sectors with a focus on hardware, software and biotechnology firms. They also have a bias towards investments in oil companies, gold mines and raw materials in general. The firm follows a buy-and-hold investment strategy, which allows them to adopt an anti-cyclical approach to international stock markets. Asset allocation is a core element of their investment strategy and is based on top-down macroeconomic research. The firm uses five basic investment models including pure fixed-income, conservative, balanced, growth and pure equity, all of which are structured according to the weightings of the MSCI index. The investment committee discusses strategic matters on a quarterly basis in order to decide how far they can diverge from the basic models. Their strategies include underweighting, neutral and overweighting. Helvetic Trust primarily utilizes third-party research which includes analyses of the business environment and global politics, international equity and bond markets, sectors, interest rates, currencies and raw materials, as well as fundamental microeconomic analyses of individual companies.

Provides investment research

Arete employs an active management approach and combines financial technology and ethically sustainable analysis methods when developing their ethically sustainable investment products. They strive for long-term investment success. The firm uses their own valuation models to quantify the financial return and risk prospects. They do not automatically invest if the PRIME VALUES Ethics Committee approves a title, but only invest if the risk-return profile is promising and the investment appears to make sense from the perspective of diversification and risk spreading.

HVA is an active, value-oriented, socially responsible investor. The firm manages portfolios invested in equity and fixed-income, with a primary focus on socially responsible companies. They use an ethics filter to select investment opportunities and conducts in-house fundamental research. They also rely on third-party research.