Julius Baer's investment philosophy lays out the principles of our asset management services and is the foundation on which we build our long-term investment strategy. This strategy defines the weightings for individual investment categories and currencies while aiming for optimum diversification.
Investment strategy and investment concept
The strategic investment alternatives we formulate take global macroeconomic trends as well as political developments into account. At the same time, we determine the quantitative and qualitative selection criteria for individual investments and investment funds. Together, these procedures result in the tactical asset allocation for the various types of mandate which is constantly monitored against the actual development of financial markets worldwide.
Evaluation and selection
Selection of the most attractive markets, sectors and companies for your portfolio is based on careful analysis. We apply a combined top-down/bottom-up approach. This ensures that we are able to consider relevant global macroeconomic and political factors (top-down) at any given point of our analysis and also include them when making detailed macroeconomic assessments of industries, individual companies and financial instruments (bottom-up). For all these tasks we draw on the extensive resources of our research units all over the world.
Regardless of the way in which your custom-made solution is implemented, our multistage investment process guarantees you the utmost objectivity and professionalism.