Our selection process
At the Auction Capitals, to optimize the return of your portfolio, we use a top-down approach, beginning with a broad market forecast and analysis, to end with a selection of specific investments, all aimed to provide a broad diversification of risk through a widened asset and regional exposure.
Strategic asset allocation:
On a quarterly basis, our investment committee review, discuss and set key investment parameters, by leveraging on the expertise of other key market players within the Auction Capitals Group. Forward guidance and insight are typically provided on:
- Global macroeconomic trends
- Outlook on the key sectors of the Swiss economy
- Outlook on global asset classes (equities, fixed income, currency, etc…)
Portfolio construction and monitoring:
On a daily basis, your portfolio is reviewed and fine-tuned, taking into account:
- Performance of the investments in your portfolio
- The latest news flow, market trends and economic forecasts
- Comprehensive research and analysis of investments
- Regular meetings with company and industry representatives
- Forecasts from our investment analysts and international partners
ALREADY A CLIENT?
For more information about Auction Capitals products and services, please speak to your Wealth Management Banker or send an email to info@auctioncapitals.com.
BECOME A CLIENT
Please call +1-251-354-3050 to find out more about our products and services.