Guilhem Savry

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.

Unigestion aims to minimize downside losses and generate long-term outperformance by constructing diversified portfolios. They believe that intelligent risk-taking is key to delivering consistent returns over time. This core conviction underpins their investment approach across four areas of expertise – equities, private equity, liquid alternatives and multi asset.

LOAM Switzerland is a process-driven, active and passive manager whose investment strategy is devised by a dedicated team that scrutinizes financial universes in search of decisive new trends and undervalued assets. LOAM Switzerland employs a global approach, selecting the most experienced fund managers based on quantitative, qualitative, and structural criteria within strategies chosen for their outperformance potential in the economic and demographic environment.

Lombard Odier-IM is an active, research-driven manager which focuses on long-term capital preservation and tailoring their services to their clients' profiles. The firm shares research globally and combines a top-down view with a bottom-up security selection process. Their investment strategy team elaborates and continuously updates macroeconomic forecasts and investment scenarios based on quantitative and technical analysis, resulting in geographical, sectoral and currency allocations. The buy side equity research team tracks a predefined universe of companies worldwide, with a focus on the Swiss market. They also identify promising sectors, regions and themes, assisted by the quantitative research team.