Systematically to the goal
Investments should be made rationally and on the basis of facts. However, we are aware that human nature often stands in the way here. So we use technology and quantitative analysis methods to select our investments and apply human skills where they are most useful.
2020 
2021 
2022 
2023 
What is our philosophy
Our investment strategies are based on an investment philosophy that takes an unemotional, quantitative and systematic approach.
Even in our highly developed and technological world, it is ultimately people who act on the financial markets. Human psychology often provides for a certain degree of irrational behaviour, the so-called “behavioural biases”. Since they are part of human nature, these behavioural patterns become measurable and predictable.
Our approach is based on exploiting these behavioural patterns in the markets and, through our systematic approach, avoiding even “behavioural biases” and emotion-driven decisions. The fundamentals of our strategies are all scientifically sound and based on extensive research in the field.
Our investment strategies
- Selection process
Our investment universe is filtered by the in-house “Everon Portfolio Engine” and a score is calculated per factor. The individual factor scores are weighted and aggregated to an overall score in order to reflect the holistically considered attractiveness of the security. - Risk profiles
Defensive (20% equities, 5% real estate, 5% commodities, 70% bonds) to dynamic (100% equities). - Asset classes
Equities, bonds, real estate and commodities. The integration of alternative investments such as private equity is also possible. - Key figures
Return p.a.: 2% to 7%
Volatility p.a.: 5% to 15%.
Interested to find out more? Please download the factsheet.
DOWNLOAD OUR FACTSHEET
- Selection process
Our investment universe is filtered by the in-house “Everon Portfolio Engine” and the relative attractiveness of a stock in relation to dividend criteria is calculated. The individual criteria are weighted and aggregated into an overall score to reflect the characteristics of the stock in terms of income generation. - Risk profiles
Defensive (0% equities, 5% real estate, 95% bonds) to dynamic (100% equities) - Asset classes
Equities, real estate, bonds. For large mandates, the inclusion of private debt is possible. - Key figures
Return p.a.: 2% to 7%
Volatility p.a.: 5% to 15%.
Interested to find out more? Please download the factsheet.
DOWNLOAD OUR FACTSHEET
- Selection process
This investment strategy aims to replicate the performance of the global financial markets as cost-effectively as possible. We use collective investments such as ETFs and index funds, sometimes with a focus on the factors momentum or quality. - Risk profiles
Defensive (20% equities, 5% real estate, 5% commodities, 70% bonds) to dynamic (100% equities) - Asset classes
Equities, bonds, real estate and commodities. The integration of alternative investments such as private equity is also possible. - Key figures
Return p.a.: 2% to 7%
Volatility p.a.: 5% to 15%.
Interested to find out more? Please download the factsheet.
DOWNLOAD OUR FACTSHEET
- Selection process
The Everon sustainability strategy invests exclusively in sustainable stocks. Through a proprietary rating system, we select the best stocks that meet a minimum of our sustainability criteria. - Risk profiles
Defensive (0% equities, 100% bonds) to dynamic (100% equities) - Asset classes
Equities, bonds. - Key figures
Return p.a.: 2% to 7%
Volatility p.a.: 5% to 15%.
Interested to find out more? Please download the factsheet.
DOWNLOAD OUR FACTSHEET
- Selection process
In the private markets area, we work with well-known providers in this field and use only so-called “semi-liquid” products, also known as “evergreens”. Our screening ensures that only products with good performance and a fair fee structure are used in the strategy. - Risk profiles
Due to its affiliation with alternative investments, this strategy is assigned to the dynamic risk profile. However, there are also gradations of the risk content within an asset class, which enables us to control the risk at portfolio level. - Asset classes
Private Equity, Private Debt, Private Real Estate. - Key figures
Return p.a.: 5% to 13%
Volatility p.a.: 5% to 8%
Interested to find out more? Please download the factsheet.
DOWNLOAD OUR FACTSHEET
- Selection process
The investment universe of this strategy is fixed. No individual stocks are selected, but the capital is distributed across asset classes. Long positions are taken on asset classes with positive momentum and short positions on asset classes with negative momentum. The weighting is done according to the risk parity approach. - Risk profiles
Due to the fact that this strategy belongs to the alternative investments, it is assigned to the dynamic risk profile. There are no further gradations. - Asset classes
Equities, bonds, commodities. - Key figures
Return p.a.: 2% to 7%
Volatility p.a.: 5% to 15%.
Interested to find out more? Please download the factsheet.
DOWNLOAD OUR FACTSHEET
Our investment strategies
- Selection process
Our investment universe is filtered by the in-house “Everon Portfolio Engine” and a score is calculated per factor. The individual factor scores are weighted and aggregated to an overall score in order to reflect the holistically considered attractiveness of the security. - Risk profiles
Defensive (20% equities, 5% real estate, 5% commodities, 70% bonds) to dynamic (100% equities). - Asset classes
Equities, bonds, real estate and commodities. The integration of alternative investments such as private equity is also possible. - Key figures
Return p.a.: 2% to 7%
Volatility p.a.: 5% to 15%.
Interested to find out more? Please download the factsheet.
DOWNLOAD OUR FACTSHEET
- Selection process
Our investment universe is filtered by the in-house “Everon Portfolio Engine” and the relative attractiveness of a stock in relation to dividend criteria is calculated. The individual criteria are weighted and aggregated into an overall score to reflect the characteristics of the stock in terms of income generation. - Risk profiles
Defensive (0% equities, 5% real estate, 95% bonds) to dynamic (100% equities) - Asset classes
Equities, real estate, bonds. For large mandates, the inclusion of private debt is possible. - Key figures
Return p.a.: 2% to 7%
Volatility p.a.: 5% to 15%.
Interested to find out more? Please download the factsheet.
DOWNLOAD OUR FACTSHEET
- Selection process
This investment strategy aims to replicate the performance of the global financial markets as cost-effectively as possible. We use collective investments such as ETFs and index funds, sometimes with a focus on the factors momentum or quality. - Risk profiles
Defensive (20% equities, 5% real estate, 5% commodities, 70% bonds) to dynamic (100% equities) - Asset classes
Equities, bonds, real estate and commodities. The integration of alternative investments such as private equity is also possible. - Key figures
Return p.a.: 2% to 7%
Volatility p.a.: 5% to 15%.
Interested to find out more? Please download the factsheet.
DOWNLOAD OUR FACTSHEET
- Selection process
The Everon sustainability strategy invests exclusively in sustainable stocks. Through a proprietary rating system, we select the best stocks that meet a minimum of our sustainability criteria. - Risk profiles
Defensive (0% equities, 100% bonds) to dynamic (100% equities) - Asset classes
Equities, bonds. - Key figures
Return p.a.: 2% to 7%
Volatility p.a.: 5% to 15%.
Interested to find out more? Please download the factsheet.
DOWNLOAD OUR FACTSHEET
- Selection process
In the private markets area, we work with well-known providers in this field and use only so-called “semi-liquid” products, also known as “evergreens”. Our screening ensures that only products with good performance and a fair fee structure are used in the strategy. - Risk profiles
Due to its affiliation with alternative investments, this strategy is assigned to the dynamic risk profile. However, there are also gradations of the risk content within an asset class, which enables us to control the risk at portfolio level. - Asset classes
Private Equity, Private Debt, Private Real Estate. - Key figures
Return p.a.: 5% to 13%
Volatility p.a.: 5% to 8%
Interested to find out more? Please download the factsheet.
DOWNLOAD OUR FACTSHEET
- Selection process
The investment universe of this strategy is fixed. No individual stocks are selected, but the capital is distributed across asset classes. Long positions are taken on asset classes with positive momentum and short positions on asset classes with negative momentum. The weighting is done according to the risk parity approach. - Risk profiles
Due to the fact that this strategy belongs to the alternative investments, it is assigned to the dynamic risk profile. There are no further gradations. - Asset classes
Equities, bonds, commodities. - Key figures
Return p.a.: 2% to 7%
Volatility p.a.: 5% to 15%.
Interested to find out more? Please download the factsheet.
DOWNLOAD OUR FACTSHEET
Family office Portfolio Management
The multi-family office Swiss 5 Group is our partner in the area of Portfolio Management. In our Investment Committee, we combine decades of experience with modern quantitative methods to make the best investment decisions. Together we manage more than CHF 2 billion.
Our Investment committee
