Grégoire Genolet

BCV-IM is an active, growth-oriented manager which aims to achieve above average, risk-adjusted returns over the long-term. The firm allocates investments between asset classes on the basis of a top-down analysis. Their equity strategy committee makes the sector and style allocations for each geographic region, forming the basis of all portfolio management decisions. The purpose is to optimize weightings and construct benchmark portfolios. For bond selection, BCV-IM uses the same process. After the bond strategy committee meets, the bond team optimizes weightings and constructs benchmark portfolios. They then actively manage the portfolio following a bond selection approach.

BCGE-IM is a conservative manager which focuses on capital preservation and risk control. They tailor their investment approach to their clients' profile, and are both active and passive asset managers, specializing in controlled-risk portfolios. The firm invests in Switzerland and abroad. Their research combines fundamental research with quantitative analysis. Strategic allocation decisions are taken at the group level by a strategic committee. Investment decisions fit within a framework predefined by the investment committee. BCGE-IM manages equity and bond portfolios as well as equity and fixed-income index funds. They also manage multi-manager strategies.

Provides investment advice