Multi-Asset
Allocation,
decided dynamically.
Multi-asset portfolios that balance return and risk across global markets — engineered to compound through cycles, not just bull runs.
Multi-asset portfolios that balance return and risk across global markets — engineered to compound through cycles, not just bull runs.
A multi-asset portfolio is a system. We engineer it to behave when it matters most.
Our multi-asset portfolios combine HPC Suisse's underlying capabilities — rates, credit, equity, alternatives, sustainable strategies — into solutions calibrated to a client's risk appetite and time horizon.
Allocation is dynamic. We do not run static 60/40 portfolios pretending the world is the same as in 1990. Tactical tilts are evidence-based, sized to conviction, and reviewed daily by the multi-asset committee.
Six principles guide every multi-asset mandate.
A 5-year strategic asset allocation defines the long-term shape of the portfolio.
Cyclical and valuation signals drive tilts of ±10% around the strategic anchor.
Risk contribution — not capital — is what we balance. Bonds and equities behave differently.
Every portfolio has a defined daily, monthly and quarterly liquidity profile.
FX exposure is managed actively, not left as a residual of asset choices.
Hard limits on portfolio drawdown trigger automatic de-risking — no emotion involved.
Not for headlines, not for one quarter — for decades.
A repeatable, evidence-based process.