Our innovative investment concept, «active index investing», combines the use of low- cost index funds with active, dynamic asset management by an experienced team.
We offer a wide range of discretionary mandates. Return expectations and risk budget are key differentiating factors. The final portfolio is always tailored to your personal situation.
The rise of index investing has provoked some fierce critism. Prof. Dr. Erwin Heri clarifies the key points of criticism in the Fintool video «Achtung Index!» (in German).