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Advisory Services for Private Investors                          Back to the menu

Advisory using portfolios

Investment Strategy

Fund Selection Process

Avantages pour l'investisseurs

Our principles

Advisory Services
Advisory using portfolios

The management concept the company has developed over the years rests partly on different portfolio models, where currency parameters are defined with each client according to their particular needs and expectations.

 

The three basic models are:

  • The conservative portfolio, focused on capital preservation and on achieving better than money-market yields;

  • The balanced portfolio, which favours hedged-equity funds and alternative-investment techniques;

  • The dynamic portfolio, which emphasizes more direct exposure to the equity markets.

All Solutions' way of management also depends on creating and implementing the investment strategies enabled by multi-manager funds, where each compartment of the fund is managed by the most talented investment experts in their respective fields. The multi-manager concept gives Solutions' clients access to complex asset-protection techniques, which are largely beyond the reach of non-professionals.

Among the many advantages of these multi-manager funds are low volatility, low cost and the optimal spread of risk.

 

Strategies developed by these funds include:

  • Arbitrage multi-managers, where market correlation, and thus volatility, are virtually zero;

  • Hedged equities, which offer low-volatility exposure to the stock-markets;

  • Single-manager equity funds, where high liquidity allows greater scope in portfolio management.

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Investment Strategy

All Solutions provides clients with independent financial solutions that yield the maximum return on investment.

 

Our investment process involves the following critical steps:

 

Stage 1 - Analysis
Stage 2 - Selection
Stage 3 - Determination
Stage 4 - Optimisation

 

Our short-term in-house product range compliments our independent investment approach.  

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Fund Selection Process

All Solutions works towards a rigorous selection process. Our process involves 6 critical stages:

1   Global Fund Analysis.
2   Performance Screening.
3   Fund Management Team Interview.
4   Due Diligence.
5   Investment Committee Approval.
     and
6   Ongoing Evaluation - of the chosen fund.

 

Our quality driven process of analysis and selection provides All Solutions clients with high performance results.

 

In its selection of investment funds, All Solutions remains strictly independent. The funds that we are representing are aimed to asset mangers, not to private. All Solutions uses its extensive network and collective experience to choose the best managers in total independence of their relationship with the bank.

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Advantages for the investor

  • Reduced Risk

  • Increased Performance

  • Fund Protection

  • Market Analysis

  • Competitive Advantage

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Our principles 

• Optimising the absolute performance of your portfolio within the scope of your investment profile; seeking out the highest returns for a given risk category.

• Basing our asset management decisions not only on quantitative risk factors (e.g. volatility), but on qualitative factors as well (e.g. credit risk, liquidity, complexity); this is an important consideration for our private clients.

• Following a “quality weighted risk” approach to asset allocation in order to achieve optimal risk distribution.

• Diversifying your investments across countries and sectors.

• Adapting your investment style (growth/income) in accordance with BEC's policy and your investment horizon.

• Defining your investment profile using these four criteria:

·        reference currency (CHF domestic, CHF international, EUR international, USD international)

·        risk aversion

·        investment horizon

·        financial planning 

The higher an investor’s aversion to the risk of making a loss, the more that investor’s portfolio will be geared towards absolute performance. Conversely, the lower the risk aversion, the more the portfolio will be geared towards performance relative to the markets.

• Specific risks are minimised using investment funds if portfolio size makes such action necessary.

• Tactical asset allocation follows a “top-down” approach defined by All Solutions, with decisions made on the basis of forecasting and valuation models.

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Advisory services (we are working for some activities with a specialized audit company)

Control & monitoring

Our firm will verify that the operations conform with::

  • the Client's instructions

  • the investment regulations in practice

  • the investment strategy of the bank.

Recovery

This service will be of interest to individuals who have a managed portfolio in a Bank and :

  • Have incurred significant losses over the last few years

  • Have encountered difficulties in understanding the reasons provided for the losses incurred.

  • Have doubts on management and operation of their Bank which may have undergone major changes such as: a merger, restructuring and new IT systems.

  • Have concerns regarding certain types of operations / instruments utilised in the management of their portfolio or terms and conditions applicable to these operations/instruments.

  • Do not want to divulge their concerns directly with their bank.

Review

A detailed review of one's investment account covering a chosen period by the client.

Based on this detailed verification we would be in a position to report whether:

·          The Bank adhered to instructions provided by the Client.

·          The established investment rules and regulations were respected.

·          The Bank investment strategy were complied with by the Portfolio Manager.

 

We present a proposal on which the Client may act upon. With the Client's agreement, our firm may com­mence negotiations with the Client's bank with a view to recovering any losses that may have arisen as a result of any identified irregularities.

Quarterly reporting

Detection of irregularities.

Optimisation of fees and Commissions.

Ongoing relation with asset managers.

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