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Global allocation

Quantitative asset allocation model and qualitative market assessment: combining both analysis models gives an overall signal that our investment specialists use to make their decisions.

HT 10

Active bond management

We manage your fixed income portfolios while taking your individual needs into account (asset allocation). The basis of active management is professional knowledge of the economic environment, inflation expectations and the prospects of current monetary policy.

Bond Certificate

Sustainable investing

‘Sustainability does not mean generating profits that then go into environmental and social projects, but rather generating profits in an environmentally and socially responsible way.’ (Iris Pufé, ‘Nachhaltigkeit’ 2014, p.16)

Helvetic Trust Dienstleistungen Asset Management Nachhaltiges Investieren Solaranlage 1