With our mixed mandates and funds, PARSUMO Capital offers you a flexible and comprehensive solution for your assets. Our investment strategies are based on index-related and rule-based approaches that rely on broad diversification and dynamic risk management. Our goal is to participate in the global development of the financial markets while minimizing unwanted risks.
PARstrategie: Your portfolio, optimally balanced
With the PARstrategie approach, we pursue an index-based management strategy in which different asset classes such as equities, bonds, real estate and gold are represented by index funds and ETFs. We make sure that your portfolio always maintains the target weight of the asset classes. Regular rebalancing ensures that deviations from the target allocation are evened out in order to achieve the best possible performance. If you wish, we can also design these strategies with a clear focus on sustainability.
One of our main tasks is to select the best from the wide range of index products/ETFs and to continuously monitor their effectiveness. Assessment criteria include tracking error, costs, type of implementation, liquidity and reputation of the provider.
Advantages of the index-tracking approach:
- Cost efficiency: Reduction of administrative costs through the use of ETFs and indexed products.
- Transparency: The portfolio structure clearly and transparently reflects the benchmark.
- Broad diversification: Spreading across various regions, sectors and markets minimizes risk and makes the portfolio more resilient to market fluctuations.
| Anlagelösung | PARstrategie 25 | PARstrategie 35 | PARstrategie 45 | PARstrategie 75 |
| Aktienanteil | 25% | 35% | 45% | 75% |
| Varianten | Nachhaltig Global | Nachhaltig Global | Nachhaltig Global Schweiz | Nachhaltig Global |
| Schweizer Franken Anteil | 95% | 90% | 85% bzw. 100% | 80% |
| Historische Rendite p.a. | 3.0% | 3.5% | 4.5% | 5.5% |
| Historische Renditeschwankung in 2 von 3 Jahren | -1.5% bis +7.5% | -3.0% bis +10.0% | -4.5% bis +12.5% | -8.0% bis +19.0% |
RRI: Dynamic risk management for maximum stability
Our approach of Risk Regime Investing (RRI) offers a dynamic allocation that reacts flexibly to market conditions. With the help of the PARSUMO risk indicator, which is calculated daily from over 200’000 financial market data points, we adjust the portfolio structure depending on the market situation. In unstable market phases, we reduce physical assets such as equities and commodities, while increasing these shares in stable phases. This means that risk is always controlled and adjusted to current market conditions.
