Thematic Mandates

Thematic mandates are focused on topics like specific geo-political regions, economic sectors, anticipated financial market developments or events. A multitude of other themes can serve as a basis for a thematic mandate. Our financial analysts offer a selection of thematic strategies in harmony with the current financial markets environment and adapted to perform under anticipated economic trends.

We specifically privilege the following two thematic mandates developed in house:

Long/Short portfolio Mandate

The long/short strategy approach has gained popularity during periods of market turbulences, because it adds an element of protection to a portfolio in case of increased volatility in financial markets.

The « long/short market neutral » strategy aims to exploit situations of undervaluation. It involves a quasi complete portfolio protection (hedging). This strategy specifically appeals to conservative investors, searching for a relatively low volatility portfolio; this however, with a return potentially higher than fiduciary placements or fixed income positions.

The « long/short directional » strategy appeals to more aggressive investors searching to capitalize on movements in various financial instruments which are expected to evolve diametrically.

Global Macro Mandate

The aim of this mandate is to implement various macroeconomic and geopolitical themes which are expected to prevail mid to long term. Each year the strategy is reviewed. The first thematic macro portfolio has been launched in November 2008 under the name “the wind of change”. It covers currency strategies, market sectors and multiple geographical zones, thus allowing a broad portfolio diversification while generating stable and uncorrelated returns.

Tailor-made Solutions

Based on our clients instructions, searching for a solution that fits exactly a specific expectation, or a clearly defined objective, our specialists develop and implement on command their requested personalised solutions.