The comparison service firstfive awards various Everon investment strategies.
The independent portfolio performance comparison by firstfive, on the basis of which the renowned business magazine BILANZ awards the best Swiss asset managers, gives Everon top marks. In the comparison, portfolios of bank-independent asset managers were examined for performance, risk and Sharpe ratio (risk-return ratio). The result: Everon portfolios ranked among the top five in Switzerland in three out of four risk classes. The Everon portfolios in the risk classes “conservative”, “balanced” and “moderate dynamic” were recognised for both their performance and their Sharpe ratio.
“We are pleased with the result and it reinforces us in our long-standing investment philosophy of achieving high returns on a risk-adjusted basis. Individual customer wishes, such as sustainable investing, also come into play,” Everon CEO Florian Rümmelein comments on the result.
