Asset Management Helvetic Trust
Global Asset Allocation

The daily challenge of asset management is to make the right investment decision at the right time. We have developed an in-house model based on fundamental data from the economy and companies.

In addition, technical market data as well as financial and geopolitical risks have been also assessed in the model.

Our «allocation model» in detail:

A. Quantitative Asset Allocation Model
  • Leading indicators
  • Valuation
  • Momentum
Leads to a quantitative assessment

B. Qualitative market assessment

  • Macro data
  • Markets data
  • Risks
Leads to a qualitative market assessment

Total signal – aggregation of both models

Our goal is twofold:
  • to generate an outperformance by choosing the right Asset Allocation Mix,
  • to free ourselves and our clients from the effect of market psychology with an approach based purely on facts.

For a personal meeting, please get in touch with a contact person of your choice in our offices in Zurich, Bern, Lausanne or London.