With a discretionary investment mandate, you specify the strategy and the risk with which your portfolio will be invested. After that, you leave the disciplined and careful implementation and daily monitoring to our experienced investment specialists.
A broadly diversified investment mandate, implemented with inexpensive, transparent index funds.
This strategy includes all major asset classes (liquidity, bonds, equities and alternative investments), regions and currencies.
Conservative, Balanced, Dynamic
CHF / EUR / USD
MBaer Swiss Factor Portfolio
A growth-oriented equity mandate. The selection process follows a quantitative factor approach for the Swiss market.
The strategy has a concentrated portfolio consisting of stocks within the Swiss Performance Index. No collective investments are used.
Dynamic (only Equity and Cash)