PARSUMO Capital AG was founded in 2010 and first entered into the asset management industry in 2011. The company employs thirteen staff in Switzerland. For help with specific issues, they can also seek advice from a further research team, which employs 18 experts in Boston.
The name PARSUMO comprises the Latin words «par», meaning «equality», and «sumo», from the verb «sumare» – to «assume», «presume».
We work in partnership
- with you – a partnership in which looking after your investments is our top priority and in which offering continuity is a key requirement.
- among ourselves – PARSUMO’s investment experts, who ensure shared, long-term responsibility by applying a partnership model.
- with external partners – individuals and companies who are market leaders in their respective fields, embrace a shared philosophy, and work together with us so that we can add value for our clients.
PARSUMO’s partners have years of experience carrying out pioneering work in the areas of quantitative asset management and holistic advisory services for investors at renowned asset management companies. By entering into their own partnerships with PARSUMO Capital AG, these specialists continue to set high standards in managing the assets of institutional and private investors.
The company offers institutional investors and high-net-worth private clients professional, institutional asset management approaches which differ considerably from traditional ones. As a boutique company, PARSUMO focuses on managing tactical asset allocation, the component which usually contributes most to performance, as well as on rule-based stock selection in inefficient markets. Thanks to our specialized methods, we have also been able to acquire a number of major institutional clients.
PARSUMO has set itself the goal of offering its clients a professional service in every respect and generating a sustainable, above-average performance across an extended period of time.
The interests of our clients always take top priority and we therefore make no compromises when it comes to our independence. Our clients value our technical and specialist focus. We manage the assets entrusted to us in the form of discretionary mandates in segregated custody accounts at a variety of renowned banks. We also offer our flagship strategies as mutual funds and treat our fund clients in exactly the same manner as our mandate clients.
Our cost structure is transparent and offers outstanding value for money. We do not accept or receive any retrocessions and we do not pay out any amounts under the same name to distribution channels and/or clients. To avoid potential conflicts of interest, we do not offer any performance-related fee models.