We write αdvαntαge with “α” like “αlpha”
Vontobel 3α Investment Philosophy®
Our way to alpha sources of yields is called active management.
Three alphas when investing
Put in simple terms: the Vontobel 3α-Investment Philosophy®
Our Vontobel 3α Investment Philosophy® is based on the conviction that we can generate added value for you by actively managing your assets. The focus is on three sources of yields - also called alphas.
The 3α pyramid: flexibility at three levels
The three alphas at a glance
Active investment management in practice
Comparison: The performance of the “Vontobel Fund II – Megatrends”1 and the MSCI ACWI Net TR
1 Previously named “3-Alpha Megatrends Fund”
© Vontobel Asset Management, source: Vontobel, MSCI
Comparison period: September 2019 to June 2021. The MSCI ACWI Index was launched in January 2001. It tracks large and medium-sized companies from 23 industrial countries and 27 emerging markets. With 2,964 constituents, the index covers around 85 percent of the worldwide, investable stock possibilities.
Past performance is not a measure of future performance. The performance data does not take commissions or costs into account, which are collected when shares are issued or redeemed. The funds’ yields may rise or fall since exchanges rates between currencies change.
Yields and risks at a glance
Optimized for long-term investments
Various investment opportunities are available to you depending on how heavily you want to use individual sources of yields. We invest in a risk-conscious way. We evaluate your portfolio diversification across multiple asset classes and the risks of individual investments in your portfolio using the “value-at-risk” approach¹.
With this type of risk monitoring, you benefit from a more flexible implementation of your investment targets and receive more transparency about the risks that your investment strategy is based on. We also show counterparty risks in your portfolio in a way that is appropriately simple and clear.
Our risk assessment is completed by scenario analyses. Using these analyses, we will show you how past crises would have influenced your portfolio.
Our risk engine, which we developed ourselves, covers all asset classes with more than 450,000 instruments and calculates risk, taking around 140 risk factors into account. In only a few milliseconds, the overall risk can be calculated for an average portfolio with around 20 positions.