Glossary
Investment Strategy
An Investment Strategy is the structured plan that determines how assets are invested in accordance with the client's Risk Profile, Investment Horizon and personal objectives. It forms the foundation of every mandate and governs the allocation across asset classes as well as the permissible deviation ranges.
At a glance
01
The Investment Strategy is defined together with the client and documented in the mandate's Investment Guidelines.
02
It is guided by risk tolerance, liquidity needs and time horizon, not by short-term market expectations.
03
Regular reviews ensure the strategy remains aligned with the client's current circumstances.
Frequently asked questions
Yes. If the client's circumstances, liquidity needs or risk tolerance change, the Investment Strategy is reviewed jointly and adjusted as necessary. Regular strategy reviews are a fixed element of a professional mandate relationship.
