Asset Management

Boutique structure. Institutional philosophy.

GMG Asset Management SA is an award-winning asset manager regulated by FINMA, the Swiss Financial Market Supervisory Authority.

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Experience and competence

We understand that performance matters. We’re confident that our knowledge, understanding and experience make us a valuable partner to offer a decisive edge.

2000

Founded

1B

AUM

ESG

Engaged

Swiss

Regulated

We’ve identified four major forces transforming the entire investment landscape.

Find out more in our investment outlook ‘The Great Transformation’.

Investment philosophy

Our goal-based asset allocation framework allows us the flexibility to be dynamic and efficiently implement our macroeconomic and market views for our client portfolio mandates.

We employ a long-term investment philosophy, 基于彩神网网址的商业周期展望,以及彩神网网址的CIO和投资委员会对资产类别的坚定信念.

彩神网网址的投资组合构建和投资框架将ESG考虑纳入彩神网网址所有的授权. Therefore we fully embrace the importance of assessing ESG, Sustainability, and Impact measurement in our investment process.

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Investment Mandates

Swiss equity mandates

彩神网网址的瑞士股票委托投资于精选的瑞士业绩指数(SPI)优质股票,偏向大中型股. The investment philosophy is based on the real economy, 长期的“价值投资”战略.

该投资组合由20支左右的优质股票组成,反映了其强劲的表现 convictions of our managers. “价值投资”的管理风格意味着,彩神网网址会以低于其内在价值的价格购买公司, corresponding to the discounting of future cash flows.

In addition, our analysts identify the competitive advantages of companies. 为了成功地利用这些优势,这些公司的质量和管理战略是至关重要的.

因此,该投资组合青睐那些成功驾驭经济周期不同阶段的公司, while minimising speculation and aiming to achieve higher returns over the medium and long term.

彩神网网址的跟踪记录显示,彩神网网址的表现优于瑞士绩效指数(SPI),同时保持低于SPI的风险.

In terms of risk management, the investment restrictions allow the portfolio to over/underweight up to 1.5倍SPI中证券权重(对于指数权重大于10%的证券).

Balanced Mandates

彩神网网址平衡的任务遵循彩神网网址的长期投资理念,即基于实体经济和“价值投资”风格的坚定信念.

彩神网网址的卓越业绩主要是通过资产配置实现的,这是基于彩神网网址深入的投资研究. 彩神网网址的投资理念结合了两种互补的方法-资产配置(自上而下)和股票选择(自下而上)-但也提供了主动和被动管理之间的适当平衡.

The Top-Down (macro) approach determines both the asset and geographic (global) allocation. 彩神网网址的管理策略倾向于对具有一流基本面和高资产流动性的优质公司进行长期股权投资. Due to our expertise in Swiss equities, we favour a “stock picking” approach. On the foreign equity side, we believe that stock picking outside Switzerland increases risk more than it increases returns. Therefore, 外国股票是通过被动型基金投资的,彩神网网址在主动管理和被动管理之间取得了平衡.

Regarding bonds, we invest in very high-quality debtors, since our investment policy and risk control is limited to debtors with a rating above A, in order to avoid any risk on bond investments.

在基金和瑞士房地产股票之间进行健康的多元化投资,是房地产投资的代表, but also by investments in top-quality international real estate equities

Real estate mandates

GMG的房地产业务以其在瑞士和外国房地产交易的记录而闻名(过去20年以瑞士法郎进行了数十亿笔交易). Thanks to this direct investment and development experience in Swiss, European and UK real estate, GMG has a superior level of real estate expertise.

The combination of the knowledge of the Group, through its GMG Real Estate entity, and the experience of the managers of the institutional team in indirect real estate mandates, offers investors an incomparable management proposal. 与彩神网网址在该领域的代表进行持续的接触,为间接房地产委托的管理提供了至关重要的竞争优势. Our real estate mandates follow our long-term investment philosophy. 它以实体经济和公司的财务质量为基础,以建议股息收益率的定期增长.

彩神网网址的房地产管理业务的特点是在房地产投资基金和瑞士房地产股票之间进行健康的多元化投资, but also by investments in first-class international real estate equities.

Thus, in building the portfolio, our managers invest in both Swiss and foreign equities and real estate funds. 这种配置使投资组合受益于稳定的股息收益率,同时也增加了房地产资产的价值,并在长期内创造财富.

该房地产投资组合由精选的优质瑞士和外国证券组成, reflecting the strong convictions of our managers. The quality of the dividend, 房地产投资组合中的位置及其分割是股票选择的基本要素. 在任何房地产投资中,以长期增长为目标的称职管理都是至关重要的.

Finally, 宏观经济方面在房地产证券估价分析中起着至关重要的作用, since the latter is highly dependent on interest rates, but also on the quality of the tenants.

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大国集团的形成更加清晰和明显,对投资组合产生广泛和深远的影响.

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Ready Turbulence

Evidence of diverging economies and policies is becoming more apparent. Our four “Ds” concept in our 2022 outlook is materializing as global growth…

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The Great Transformation

Discover GMG’s investment outlook for 2022, which focuses on four major forces transforming the financial markets, investment landscape and our world more generally.

Belal Khan

Belal Khan

Belal joined GMG as Chief Investment Officer in 2021. Prior to this, he spent 15 years at HSBC Private Bank Switzerland, where he held […]

Belal joined GMG as Chief Investment Officer in 2021. Prior to this, he spent 15 years at HSBC Private Bank Switzerland, where he held several positions including CIO (2016–2021), responsible for helping formulate the global macroeconomic outlook, tactical asset allocation positioning, investment strategies and investment themes across asset classes. Belal在外汇销售和商品方面的专业知识和丰富的工作经验,使他进入了许多领先的银行, such as Merrill (formerly Merrill Lynch Investment Bank), Royal Bank of Canada, and Bank of Tokyo, among others.

Marc-Christian has more than 30 years of experience in asset management. He spent 10 years as Investment...

Marc-Christian Bollet

Marc-Christian has more than 30 years of experience in asset management. He spent 10 years as Investment…

Marc-Christian has more than 30 years of experience in institutional asset management. He spent 10 years as Investment Manager at the asset management firm IAM. Previously, 1992年至2009年,他在Lombard Odier专注于平衡委托的战略资产配置,并管理养老基金委托. He also managed European and Swiss equity mandates there. 马克是特许金融分析师和投资组合经理(CIIA),以及特许市场技术员(CMT)。.

Vincent Oswald

Vincent Oswald

Vincent is an experienced fund management professional with strong operational background. He has experience in various fields of the financial world at both a […]

Vincent is an experienced fund management professional with strong operational background. 他在金融世界的各个领域拥有宏观和微观层面的经验,并在全球金融领域拥有庞大的专业网络, development finance, multilateral development institutions and NGOs. Vincent joined the Geneva Management Group Board of Directors in 2021.

Didier ProdHom

Didier Prod’Hom

Didier brings more than 30 years of professional experience in architecture, construction and real estate development in Europe, Asia and the Middle East. His previous appointments […]

Didier brings more than 30 years of professional experience in architecture, construction and real estate development in Europe, Asia and the Middle East. 他之前的任命包括瑞士国际集团Marti Construction的房地产开发总监和养老基金Cap Prévoyance的房地产经理, Commune of Geneva, City of Geneva, and SIG (services industriels de genève), as well as Project Manager at several architecture firms. 他目前是瑞士州城市委员会副主席和卡鲁日市(日内瓦)市政顾问, Switzerland).

Carolin Zeller

Caroline Zeller, Dr.

Caroline has 30 years of experience in institutional asset management. She spent 14 years at IAM, an institutional asset management company, as a Member […]

Caroline has 30 years of experience in institutional asset management. She spent 14 years at IAM, an institutional asset management company, as a Member of the Management Committee. Caroline worked as a Senior Manager at the UBS bond desk for 10 years. 她还在日内瓦大学做了6年的博士生和杜蒙教授的金融助理. Caroline specialises in risk management and compliance for Swiss equity portfolios, balanced mandates and passive management. 她在日内瓦高等商学院获得经济学博士学位,在日内瓦大学获得法学学位.

Camille Bertrand

Camille Bertrand

Camille has worked in the finance sector since 2017, first as a Reporting Officer at IAM (2017–2019) and now as Operations Analyst at GMG, […]

Camille has worked in the finance sector since 2017, first as a Reporting Officer at IAM (2017–2019) and now as Operations Analyst at GMG, where her responsibilities include providing support for both the front and back offices, executing client transactions, and reporting.

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