Fund selection criteria

The range of collective investment schemes to be distributed correspond to the objective of wholly satisfying the different area of a typical diversified asset allocation.

Selection criteria of collective investment schemes are the following:

• The kind of fund and the implemented strategy
• Track-record
• Assets under management
• Background and professional experience of the Fund Manager and of the Investment Management Team
• The Risk Management process applied by the fund managers

The basket of selected Collective Investment Schemes to be distributed will typically respond to the needs of Swiss Indipendent Wealth Managers and their customers. The objective is to create an offer which will be able to fully and efficiently satisfy most of the areas of a traditional portfolios asset allocation (cash - bonds - equities - commodities - other), with low correlation and diversification.

Fund selection process