Alessandra Gaudio

SwissLife GP is an active investment manager and adapts their investment style to their clients' profile. They focus on capital preservation and transmission. SwissLife GP manages equity, fixed-income and money-market funds. They invest in equity across regions and sectors. The bulk of their investments are in French and European securities with a strong bias towards mid- and large-cap companies. As a fixed-income investor they focus on French and European securities including government bonds, corporate bonds and money-market instruments. The firm aims to invest in companies with strong growth potential, as well as in special situations. They begin the investment process with top-down asset allocation based on fundamental macroeconomic research. They then engage in stock-picking within specific sectors or regions. SwissLife GP makes limited use of derivatives such as futures, warrants, options and OTC products, primarily for hedging purposes. They distribute alternative investment solutions and structured products through an open architecture organization.

Specializes in investment funds management

International bank

Provides car, home, mortgage loan and health insurance services

Provides online life insurance brokerage services

Rothschild-PB is a conservative investment manager with a long-term outlook and a flexible investment style attuned to their customers' profile. Their overall investment approach emphasizes capital preservation and global diversification across asset classes. Their investment style is value-oriented for European securities and growth-oriented on Asian markets. The firm invests globally in equity, fixed-income, money market instruments and alternative products (arbitrage, event driven, long/short equity, trading, diversified and emerging markets). The firm uses a diversity of investment approaches, including bottom-up stock-picking based on fundamental analysis for their global and strategy-specific portfolios, and passive investment processes for their quantitative portfolios. In-house research combines contributions from a team of economists with a top-down view of markets and bottom-up analysis generated by a team of sector specialists. Analysts meet with company management as part of the research process. General investment decisions emanate from a committee, with fund managers responsible for incremental decisions.

Indosuez Gestion is an active manager that manages mandates, either in directly held securities or in mutual funds.

Provides brokerage services

RLD-IM is an active, long-term manager which believes that the dynamics of financial markets depend on the economic outlook, on how it is interpreted by investors and that in the long run, they follow recurring cycles. The firm conducted a study that concluded that: the long view is the only relevant one; that asset performance is closely linked to inflation/deflation and to the stability of the countries concerned; that the globalization of markets is leading to their convergence, particularly in times of crisis and that in order to really control risk, it has to be spread across a number of asset classes. RLD-IM’s Strategy Committee meets regularly to match these findings to current developments and has established the following targets: 1) Portfolio performance must exceed inflation significantly in the long run; 2) Recessions and stock market meltdown consequences must be kept to a minimum by diversifying; 3) Investment portfolios should be built with a minimum 24-month horizon because a well-balanced portfolio should be able to not lose money during this timeframe, regardless of market conditions and that they 4) adapt tactical allocation grids to market opportunities in real time and systematically compare them to a benchmark-balanced portfolio.