We exercise an active and conviction-based management<\/strong>. Our investment decisions are supported by thorough analysis, both at the company level and in terms of the economic and geopolitical environment \u2013 alongside permanent risk monitoring.<\/p>\n

More specifically, our stock selection process<\/strong> involves 4 distinct steps:<\/p>\n

1. Quantitative screening,
\n2. Fundamental analysis,
\n3. Technical analysis,
\n4. Degree of conviction (over\/underweight).<\/p>\n

The members of our fund management team, whether generalists or specialists, have extensive investment experience<\/strong> in international equities, alternatives and multi-asset products.[\/vc_column_text][vc_row_inner css=\u00a0\u00bb.vc_custom_1695144042484{margin-top: 50px !important;padding-top: 40px !important;}\u00a0\u00bb][vc_column_inner width=\u00a0\u00bb1\/2″][vc_column_text css_animation=\u00a0\u00bbfadeInUp\u00a0\u00bb]<\/p>\n

Delegated management<\/p>\n

Trillium intends not to limit its offering to internally managed products. Since obtaining the Asset Manager accreditation by FINMA<\/strong> in 2010, we have sought to expand our range of funds by enlisting high quality external managers, with recognised skills and a strong performance record in their respective fields. Our goal is to put their niches of expertise at the service of the Manavest umbrella, that is to offer our investors the opportunity to access high-calibre specialised managers.<\/p>\n

In order to carefully select these managers, we rely on a number of filters \u2013 notably gauging their ability to sustainably generate higher medium-term returns. We then clearly define the investment guidelines for each manager\/fund and, with all the necessary diligence, keep close watch of realised performances and risk.[\/vc_column_text][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb1\/2″][vc_single_image image=\u00a0\u00bb28900″ img_size=\u00a0\u00bbfull\u00a0\u00bb][\/vc_column_inner][\/vc_row_inner][vc_row_inner equal_height=\u00a0\u00bbyes\u00a0\u00bb][vc_column_inner width=\u00a0\u00bb1\/2″][vc_single_image image=\u00a0\u00bb28901″ img_size=\u00a0\u00bbfull\u00a0\u00bb alignment=\u00a0\u00bbright\u00a0\u00bb][\/vc_column_inner][vc_column_inner width=\u00a0\u00bb1\/2″][vc_column_text css_animation=\u00a0\u00bbfadeInUp\u00a0\u00bb]<\/p>\n

Risk control<\/p>\n

The generation of performance over time requires management discipline and permanent risk control \u2013 capabilities that are attested by our Asset Manager accreditation by FINMA.<\/p>\n

In addition to diversifying investments and defining a risk budget, we pay careful attention to the volatility of our funds so as to optimise their risk\/return profile<\/strong>.[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row equal_height=\u00a0\u00bbyes\u00a0\u00bb cth_layout=\u00a0\u00bbmonolit_page_dark_sec\u00a0\u00bb parallax_inner_val=\u00a0\u00bb100″ el_id=\u00a0\u00bbinter\u00a0\u00bb parallax_inner=\u00a0\u00bb28989″ el_class=\u00a0\u00bbgamme-bg\u00a0\u00bb][vc_column][vc_column_text]<\/p>\n