Investing
An investment philosophy with entrepreneurial principles.
Our investment philosophy reflects the fundamental convictions that shape our thinking as an investor. Three core elements of a truly entrepreneurial mindset underpin this approach: A clearly defined strategy forms the basis for successful investing. The comprehensive and continuous observation of the markets as well as responsible investment decisions with a focus on sustainability are key success factors.
Our Investment Philosophy
Top-down approach
Strategy first
A clearly defined investment strategy forms the starting point for every investment decision. This strategy reflects the investment objectives as well as the risk capacity and risk tolerance of the investor. The flexible focus on the investment strategy provides the basis for successful investing over the medium to long term. In a diversified context, the choice of strategy represents the most important investment decision; pursuing that strategy over the long term is crucial.
Positioning and activity
Our view of the markets
Financial markets are a continuous source of investment opportunities. Through constant monitoring and comprehensive analysis of the markets, these opportunities can be identified and seized at the right time. At a tactical level, these elements are addressed continuously and systematically and the potential to generate returns is exploited – with direct market risks being controlled at the same time.
Sustainability
Taking responsibility
By fully considering all the factors involved in an investment decision – including sustainability aspects – it is possible to ensure that risks are comprehensively controlled and the risk/return ratio of the investment is improved. Sustainability aspects – such as the exclusion of problem investments and the prioritisation of sustainable investments – are of particular importance when selecting investment instruments for the construction of the portfolio.
Our Investment Solutions
You have the choice of delegating investment decisions to IHAG Privatbank as part of a discretionary portfolio mandate or making your own investment decisions and relying on the expertise of our investment specialists. In either case, you benefit from our comprehensive investment knowledge and independent research.
Learn more
Investment Brochure (pdf)
Telephone +41 44 205 11 11
info@pbihag.ch
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