Institutional Balanced Mandates (BVG – BVV2)

Our expertise

Pertinent solutions with a bespoke service

Pertinent solutions with a bespoke service

The Edmond de Rothschild Group is a key resource for institutional clients in Switzerland. Edmond de Rothschild Asset Management's institutional management team offers institutional investors a modular and innovative solution designed to meet the management constraints and specific investment goals of each employee benefits fund.

What defines us

Innovate to rise above the norm

  • A dedicated team for balanced mandates

    ​Our balanced management is handled by a dedicated team based in French-speaking Switzerland. Allocation decisions are made by the Tactical Allocation Committee, which is responsible for building a balanced portfolio that takes into account the group's macroeconomic convictions while complying with the constraints of each employee benefits institution.

  • A Core-Satellite approach

    ​The management team uses a Core-Satellite approach, enabling optimisation of investments and management costs. Investments in the Core part are made using indexed funds and ETFs selected by our teams. The goal of the Satellite approach is to boost portfolio performance using Edmond de Rothschild Group's main areas of expertise: conviction management (stocks and bonds) and quantitative, real estate and alternative management.

  • Integrated Index Overlay management to reduce portfolio volatility

    Our original approach combines Index Overlay management with stocks to reduce overall portfolio volatility and reduce losses in the event of high market turbulence.  The Edmond de Rothschild Group has been an Overlay Management specialist for many years.

Need more information?

Contact us

Edmond de Rothschild Asset Management (Suisse)
8 rue de l’Arquebuse
Case Postale 5441
1211 Genève 11

+ 41 58 201 75 00