To cope with complex markets and the resurgence of volatility, we have developed an investment process that offers you broad diversification and selects the best instruments while using a dynamic approach to mitigate risks and enhance your returns.

The systematic approach

Three key elements

Experience has taught us that in investing, the science of process quite often outperforms the art of forecasting. Based on this conviction and an in-depth review of fundamental and technical factors, our approach seeks to generate long-term performance by combining three elements – diversified asset allocation, a risk-based culture of investment, and management using disciplined and robust processes.

Fundamental research
& quantitative analysis

The Systematic Asset Management research and management team combines experience in asset management with renowned expertise in fundamental research and quantitative analysis.

 

For almost 10 years, our investment management DNA and our market vision have been expressed in investment funds, investment management mandates, and investment advice. We also design and manage opportunistic investment solutions to capture one-off market anomalies. These UCITS V-compliant funds are managed by the Systematic Asset Management team are available via a built-in Dublin-based platform that is subject to the supervision of the Central Bank of Ireland. Our investment solutions are also available in the form of certificates and investment mandates.

Our investment solutions

Assets under management

CHF 1.7B

Assets are managed by the investment team based on a systematic approach in all asset classes.

Inception date

10 years

Pâris Bertrand Systematic AM has offered its clients investment solutions for almost 10 years.

Number of strategies

15+

The team manages more than 15 strategies to address its investors’ needs.

Group Paris Bertrand

On the ground in Geneva, Luxembourg and Monaco, Groupe Pâris Bertrand assists Swiss and international clientele in managing their private, institutional and entrepreneurial assets by offering them tailored investment solutions, as well as special access to a vast network of skills.

Wealth Management  Asset Management  Merchant Banking