Discretionary Fund Management Service

Access tailored investment solutions that match
your individual goals & risk appetite

Multi-Asset Portfolios

Our Discretionary Fund Management Service provide our clients with a range of multi-asset model portfolios, managed on a target risk basis.

Climate Change, Net Zero and Sustainability

Built Using Active & Passive ETFs

The portfolios are implemented by carefully selecting ETFs to reap the benefits of diversification, liquidity, flexibility and transparency.

iShares - Blackrock - the world's largest issuer of ETFs
State Street Advisors SPDR ETFs, include SPY which is often the largest ETF
JP Morgan ETFs with an emphasis on active management
Invesco ETFs
Our portfolios are constructed using investments from blue chip fund managers

Our Investment Management Process

Decide your investment mandate

STEP #1: THE INVESTMENT MANDATE

TARGET RISK PORTFOLIOS

Our Target Risk Multi-Asset Model Portfolios are designed to help establish and maintain realistic loss expectations while minimizing downside risk. With increasing levels of investment risk, the Cautious, Balanced, Growth & Adventurous portfolios aim to deliver risk-adjusted total returns.

STEP #2: THE ASSET ALLOCATION MODEL

STRATEGIC ASSET ALLOCATION

Finding the right asset allocation model is key to delivering the expected risk adjusted return, but for any given level of target risk, there are many possible solutions. By leveraging Algo-Chain’s AI assisted ETF Search Engine, we look to identify the most appropriate strategic asset allocation model given the most recent economic forecasts.

Deliver the right target risk
Building your core portfolio

STEP #3: INVESTMENT RESEARCH

PORTFOLIO IMPLEMENTATION

When selecting funds for the implementation of an asset allocation model we use both active and passive funds. These funds cover a wide range of exposures from Equities, Fixed Income, Commodities and Alternative investment.

STEP #4: PORTFOLIO STRESS TESTING

FOCUS ON RISK MANAGEMENT

Understanding how a portfolio behaves when the market becomes very volatile is critical to the process of risk management. With this in mind, we stress test our asset allocation models under a wide range of scenarios, with the aim of ensuring the maximum drawdown of the portfolio is consistent with the chosen investment mandate.

Using trading signals
Test your portfolio

STEP #5: PORTFOLIO RE-BALANCING

DAILY MONITORING

The Model Portfolios are monitored daily, as are each of the ETFs held within any portfolio, however, to save on unnecessary trading costs, the portfolios are only re-balanced as and when necessary. We do occasionally implement tactical asset allocations, particularly when long running trends reach the end of their cycle.

Asset Management
In order to make investment decisions, every investor needs to follow the development of the financial markets and to act accordingly. In doing so there are plenty of theoretical approaches trying to predict future price developments.

But at the end it is not theoretical knowledge, but the extensive experience gained from managing portfolios through past market events- , that makes the difference between a good or bad asset manager.

Alongside our range of model portfolios, SwissDirekt offers bespoke portfolio solutions according to your needs. Please speak to one of our relationship managers or investment team for further information.

Contact Us

SwissDirekt AG
Aegeristrasse 8
6300 Zug
Switzerland