Investment approach – «Active Index Investing»

Our innovative «Active Index Investing» approach puts modern portfolio theory into practice using index-based products.

«Active Index Investing» is built on three basic components:

Systematic research covering a wide range of asset classes, providing the basis for active management decisions. The heart of the concept is strategic and tactical asset allocation. They determine the long-term performance of a portfolio and its risk profile. Our asset management strategy focuses predominantly on low-cost index investments such as index funds and ETFs. Our investments basically mirror the underlying market (asset class). They are fully transparent and broadly diversified with the advantage of low management fees.

In the past, our investment concept was only available to institutional investors. Thanks to the wide range of liquid index investments listed on the markets these days, individual investors can now benefit from this science-based approach.