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Asset Management - Switzerland

Tactics

Investment tactics aim at generating an excess return relative to the one achieved with the strategy using medium-return forecasts as a basis (max. 12 months). Deviations from the investment strategy are consciously made within a pre-defined range. These tactical ranges are defined within the framework of the asset and liability analysis. They ensure that no unacceptable risk is taken.

Depending on the customer's needs, the following measures are taken:

  • Switching suggestions based on Credit Suisse's market expectation
  • Consideration of the client's personal market expectations
  • Client advice through research publications by CS Group's economists and analysts
  • Overlay advice

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