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.

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