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Discretionary mandates

In addition to our PARSUMO funds, we also manage your assets with your bank in the form of a mandate. In doing so, we use three complementary investment approaches.

Mixed mandates managed according to an index-based approach

In an index-based portfolio, different asset classes (bonds, shares, real estate, gold) are predominantly passively represented with index funds and ETF (Exchange Traded Funds). PARSUMO pursues the goal of the broadest possible, diversified coverage.

The target weighting of the asset classes is maintained. Fluctuations in the markets will cause your investments to move away from the optimal target allocation. PARSUMO ensures that your portfolio is regularly brought back to its ideal target size (rebalancing).

If desired, we can provide all global index-related strategies with a sustainability focus. For clients who wish to invest exclusively in Swiss securities without foreign currency risks, we offer the “PARstrategy Swiss 45″ portfolio.

Investment solution PARstrategy 25 PARstrategy 35 PARstrategy 45 PARstrategy 75
Equity quota25%35%45%75%
TypesSustainable
Global
Sustainable
Global
Sustainable
Global
Swiss
Sustainable
Global
Swiss Franc quota95%90%85% or 100%80%
Historical return p.a.3.0%3.5%4.5%5.5%
Historical return fluctuation in 2 out of 3 years-1.5% to +7.5%-3.0% to +10.0%-4.5% to +12.5%-8.0% to +19.0%

 

Mandates managed according to the “Risk Regime Investing” (RRI) approach

We manage our RRI mandates according to a dynamic asset allocation structure. We take the risk level of the agreed benchmark and determine a risk band that we use to actively manage the mandate. In the event of high expected fluctuations in tangible assets (equities, commodities, real estate), the proportion of these asset classes is actively reduced. Conversely, we increase this proportion if low volatility of tangible assets is expected.

Investment solutionPARtact
PARcore
Who defines the strategy?PARSUMOClient
Asset classesmixedmixed
SustainabilityIncludedon request
Risk budgetvariableConservative
Conservative +
Moderate
Moderate +
Aggressive
Equity range10% - 75%narrow range according
to chosen profile
ImplementationETFs & index funds - long only & no leverage

 

Equity mandates managed according to the “Quantitative Stock Selection” (QSS) approach

Our QSS equity mandates are suitable as the equity portion of most investors’ asset allocation or as a core investment for investors willing and able to take increased risks. The individual securities that form the portfolio display an above-average quality and growth character, are not overvalued and fluctuate less than the broad market.

Investment
solution
PARswiss All Cap EquitiesPARswiss High Dividend EquitiesPAReurope EquitiesPARglobal
Equities
BenchmarkSwiss Performance IndexSwiss Performance IndexMSCI Europe
Index
MSCI World
Index
QSS share100%100%100%approx. 25%
ETF shareapprox. 75%

Contact

Contact us by phone at +41 43 288 29 00, email or Twitter. You can also send us your request via our contact form. We'll be delighted to get in touch with you.

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PARSUMO Capital AG is an asset manager of collective investment schemes, under FINMA supervision and member of the Swiss Association of Asset Managers (SAAM)
PARSUMO Capital AG
Förrlibuckstrasse 30
CH-8005 Zurich
Tel +41 43 288 29 00
info@parsumo.com
PARSUMO Capital AG © 2022 | Regulatory Info | Legal Info | Data Privacy
LEI No. 8945004OAFICRX75O180 | VAT: CHE-115.886.589
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      • Marcel Burger
      • Lucas Widmer
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