Dynamic Asset Management „ARVEST Cycle“

“ARVEST Cycle” is the preferred investment solution of our clients as well as for our own corporate assets. We continuously and dynamically adjust the weighting of asset classes and the selection of securities in your portfolio to the respective environment. The goal is to generate an added value over an entire economic and stock market cycle.

Investment Strategy

The world is in a constant state of flux, and the economy and markets are subject to continuous changes. This is evident in the growth and recession phases of the economy and the corresponding boom and contraction periods of the financial markets. Successful asset management must take into account both the dynamics of the economic and financial market cycles.

The decisions on how to best allocate investments are based on, among other things, macroeconomic information such as market cycles and market valuations. We take into consideration relevant market topics such as inflation/deflation, financial crises, demographics, globalization and sustainability. We analyse market data covering several decades. This data is incorporated into our evaluation of the current economic situation and the probability of future outcomes. Based on this data we select, the appropriate asset classes, regions, currencies and other sectors in which to invest for the ARVEST Cycle investment strategy with dynamic asset allocation.

Suitability

The ARVEST Cycle investment solution suits first and foremost long-term investors. The investment solution is also suitable for investors who do not want to deal with financial market issues themselves and prefer to entrust the investment decisions to ARVEST in full, thanks to success-oriented tariffs that protect their interests.

We offer the ARVEST Cycle investment solution for all risk categories (conservative, balanced, growth or capital gains) and main reference currencies (Swiss franc, euro, British pound or US dollar).

You may be interested to know that we also manage our own assets according to the ARVEST Cycle investment strategy. We abide by the same guidelines and principles according to which we manage the assets of our clients.

Investment Objective

The objective is to generate added value for you over an entire economic and stock market cycle.

A sustainable increase in value is only possible by avoiding major losses. The ARVEST Cycle investment strategy allows for significant reduction of market risk by temporarily increasing liquidity. In return, in times with the great uncertainty on the financial markets, it is possible reinvest the accumulated liquidity counter cyclically. Risks associated with irrational market factors are thus effectively controlled.

To invest for the long term  it requires courage and patience. There is no room for greed or fear. Consequently, making a quick profit by undertaking high risks is not our goal. On the contrary by abiding by these principles we strive to invest during difficult times and to realise a profit under favourable conditions.

Our long-term success shows that this strategy enables us to meet the challenges involved in asset management especially well. This proves that preserving value is just as important as increasing it.

Tariffs

We are absolutely convinced of the long-term success of the ARVEST Cycle investment solution. We therefore offer it at a solely performance based tariff. Depending on the fee structure you have chosen, any profit sharing on portfolio growth could be done once previous losses have been recovered. Which means that we are equally interested in avoiding losses as in creating value.

Investments

We implement the dynamic ARVEST Cycle investment strategy predominantly through direct investments and selected investment funds. In particular, our ARVEST STARS equity funds and ARVEST SOLID bond funds are suitable building blocks. Depending on the size and strategy of the portfolio, the fund units can help to increase the diversification of direct investments and to reduce transaction fees.

Security Analysis

The ARVEST Investment Committee is made up of specialists in finance. The high ethical integrity and broad expertise of Committee members guarantee the uniform implementation of our investment philosophy. ARVEST focuses exclusively on asset management. You therefore communicate directly with a highly competent relationship manager that is closely integrated into our Investment Committee.

Senior members of the Investment Committee:

The ARVEST Investment Committee selects suitable direct investments based on strict quality criteria formed by means of its independent and value-oriented analysis. For this purpose, we filter data from thousands of companies on a regular basis for our analyses. We assign each company a self-developed ARVEST-Rating based on strict quality criteria.If after this initial selection process we are able to identify a company of interest that is solid and that meets our investment criteria we conduct a more thorough analysis. Our Investment Committee then decides whether or not to include the security in the ARVEST investment universe. All of our asset management activities for the ARVEST Cycle investment strategy are based on this strictly monitored investment universe.This process is time-consuming. However, it is of great importance to us. That is because we invest only in promising companies based on our own, independent buy-side analyses. Do you have any questions about our investment strategy?

Stefan Kimmel

Javiel R. Vignola

Philipp Dittrich