Portfolio Solutions
We offer products for different markets, asset classes and target risk & returns. Our products are classified into core and satellite portfolios. Core portfolios are designed to be more conservative, i.e. a dynamic allocation across different asset classes protects the portfolio against large draw-downs and maintains a rather low volatility. Satellite portfolios target higher returns but tend to be less diversified; examples are equity or commodity only portfolios. Core and satellie portfolios can be used as stand-alone investments or in combination.
 

 

To meet our clients expectations we can combine our core and satellite solutions. The portfolios are managed on a managed account platform of our partner bank. This setup gives the client full transparency and daily liquidity. Currently, the following solutions are available:

 

Core solutions

Dynamic allocation accross different asset classes and regions (equities, commodities, bonds and real estate). Daily risk management to achieve a controlled draw-down (< 10%) also in times of crisis.

Dufour Global Dynamic, a diversified portfolio solution in CHF is accessible as a certificate (issued by Julius Baer,  - Valor 14384902 / ISIN CH0143849021).

If you would like to receive more information, please contact us.

 
Satellite solutions

For equity, bond and commodity products, different strategies