Vontobel Asset Management: Active pension fund management adds value

 

The Balanced portfolios managed by Vontobel Asset Management achieved an average return of 6.7% last year. That is 60 basis points above the comparable return for pension funds in Switzerland  and exceeds the BVG minimum interest rate of 1.5% by 5.2 percentage points. The Balanced  portfolios have also outperformed on a longer-term comparison.

 

The achieved performance from Vontobel Asset Management demonstrate that active management can certainly pay off in the Swiss pension fund market. The overweighting of risky assets and underweighting of government bonds, coupled with a below-benchmark duration, made significant  contributions to this positive performance in 2013. Over five and ten years, Vontobel portfolios have produced gross annual returns of 6.3% (benchmark: 5.9%) and 4.0% (benchmark: 3.5%)  respectively.

 

Vontobel Asset Management, which specializes in active asset management, has been successfully managing Balanced portfolios for more than 20 years. At the heart of its active investment process lies tactical allocation – the allocation of invested assets to different asset classes according to the market outlook – combined with meticulous selection of individual securities or funds and  intelligent risk management. The expertise of Vontobel’s economists, strategists and analysts feeds into the opinion on which decisions are based. The Balanced investment team, made up of  experienced portfolio managers under the leadership of René Exenberger, has consistently refined this approach over the last few decades and stands for stability in this market segment.

 

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Reto Giudicetti

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