Consistent performance while avoiding major fluctuations in value
The MainSky asset allocation mandate provides access to global equity and bond markets and leverages the diversification effects between them. Depending on your objectives, the mandate can be aligned with different risk parameters.
This may be capital preservation or a more profit-oriented focus.
On the equity side, the mandate pursues a global approach covering the regions USA, Europe, Asia & Japan and emerging markets. Implementation is generally passive via ETFs. On the bond side, the same regions are covered; here, both ETFs and direct investments are used for implementation. Depending on the market phase, significant shifts in the weights of the individual asset classes are to be expected over time.
The investment process is based on an active top-down approach and derives the performance potential for the individual asset classes from macroeconomic fundamental analyses. The analyses are supported by a broad range of proprietary quantitative indicators. The mandate's risk exposure is actively managed, i.e., the portfolio's sensitivity to risk is increased in anticipation of positive market phases and reduced in difficult market phases. In this respect, risk management is an integral part of the investment process.
