Utilizing our vast expertise, we blend the art and science of investing to help you reach your investment objectives.
Money management requires a nuanced mix of knowledge and discipline. At Julius Baer, our investment strategy is founded on universal investment principles and a well-defined investment process, applied to all our standard discretionary solutions, reflecting our core philosophy.
Our Investment Beliefs
While universal investment truths are rare, we have developed core investment beliefs based on our extensive experience and expertise, guiding our investment decisions.
Novelty’s Investment Process
Our structured investment process identifies key long-term trends and allows for short-term portfolio adjustments in a dynamic market environment. It comprises five key components:
- Secular Outlook: Regular and systematic evaluation of major long-term market trends and themes.
- Strategic Asset Allocation: Defining strategic asset allocations based on structural trends and capital market assumptions.
- Tactical Asset Allocation: Using a framework to identify key market drivers, adjusting tactical asset allocations to seize short-term market opportunities.
- Portfolio Construction and Implementation: Selecting financial instruments and building model portfolios according to our portfolio construction principles.
- Risk Management: Continuously and systematically monitoring risk throughout the investment process.
By integrating our investment beliefs with our structured process, we offer a disciplined and proactive strategy to help you achieve your investment goals.