Diversification

You are looking for efficient, easy access to the global capital markets in order to benefit from long-term, stable asset development. In addition, you would like to rely on the knowledge and experience of experts who will manage your portfolio in line with your ideas and goals. You want a solution that focuses on broad diversification and includes active risk management. This means your focus is on "strategic diversification" – the first alpha of our investment philosophy.

The Vontobel Diversifier mandate offers you a robust portfolio that invests in global bond and equity markets and is monitored on an ongoing basis. The implementation is carried out through the selection of indexed and active investment instruments. We make use of both proprietary investment products and attractive products from our external partners. The Diversifier uses among others an effective index strategy in equity markets (“smart Indexing”). This "smart Indexing" tries to track niches by a composition that may follow an index structure, but certain active investment decisions will open up new opportunities for returns. This allows the potentials of index-based and active management to be combined.