We are convinced that an analytically consistent, systematic and comprehensive analysis of the global economy, financial markets and companies is central to the portfolio-management process and that it generates lasting added value for wealth- and asset-management clients.
Our independent investment research is both fundamental and value-based. To allow our clients the broadest possible use of our research, we make it available to them in private-label format.
Our research offering comprises two modules:
- Investment strategy & asset allocations
- Stock selection & model portfolios.
These modules are used by professional asset managers (e.g. banks, independent asset managers) in their asset allocation processes and in portfolio-management.