Provide impartial advice and assistance on purchases and sales of securities, not compromised by possessing a primary or secondary trading book
Provide impartial advice on bond portfolio management. This includes bond selection, regular portfolio monitoring and analysis, as well as tactical and strategic advice.
Invest in technology to develop indicators and models based over the years on experience of portfolio analysis undertaken on behalf of major Swiss and international institutional investors. Our own indicators:
Value Rank – ascertains if the differential to the swap of a bond is amongst the cheapest or the most expensive of comparable bonds in terms of both rating and life to workout date
Liquidity Rank – in-house liquidity measurement index
Credit Review – in-house scoring model on credit, based on quantitative analysis
Ensure extreme discretion in the processing of orders and rigorous follow-up of positions held by our clients
Invest in technology to offer innovative means of execution