OUR Asset Management
As partners of major independent private banks in Switzerland, we offer many years of experience in traditional asset management.
We combine our expertise with modern investment processes at the highest level.
Whether it concerns public or specialized fund solutions, we support you and design the appropriate product based on your specifications, tailored precisely to your needs. In execution, we keep a keen eye on achieving above-average returns while managing reasonable risks. Crucial to our success is our commitment to developing long-term oriented and solid concepts for you. We would be happy to inform you about the special focus of our asset management
Equity Management
Here, our focus is on European, and specifically German, Swiss and Austrian, equities. Our investment philosophy is clearly actively oriented. This means that in our selection process, we combine both quantitative and qualitative aspects. As complementary components for a successful investment, we utilize stocks from North America and the Asia-Pacific region. Sustainable management approaches and global dividend strategies complete our offerings
Multi Asset, Total Return, Liquid Alternatives
In the area of Multi-Asset, we combine our expertise in equity and bond selection with intelligent target fund selection for asset classes and markets that we do not cover through individual securities, along with a derivative overlay on globally oriented and broadly diversified mixed portfolios. Our investment approach here is particularly active regarding the tactical adjustment of allocation quotas. The attractiveness and thus the performance potential of risk-bearing asset classes are influenced by specific investment themes and risk factors that vary over time. We capture this complex web through our dual investment process, which combines rule-based data analysis with discretionary decisions from fund management. Implementation occurs either in line with a benchmark or strategic structure or as an actual total return mandate. Themes such as sustainability or value floor management can be integrated as optional components into the portfolios.
In the area of 'Liquid Alternatives,' we have been successfully applying a concept for capturing the volatility risk premium in global equity markets for years. Five diversified return components together create an attractive return-risk profile, offering high diversification potential alongside traditional asset classes.
Sustainability Management
Sustainable consider investments not only risk, return, and liquidity but also values-based criteria. Depending on the specific preferences of the investor, environmental (E), social (S), and governance (G) aspects are also taken into account in the investment decision, alongside financial factors. A responsible assessment of these topics often also reduces risks related to creditworthiness and reputation.
PARITA Holding AG is one of the pioneers of sustainable investing.
Performance of corporate projects
Brings together all portfolios and provides you with an unparalleled insight into performance, enabling you to optimize resources.
Services
Utilize our scalable, professional services and our Intergraph Smart Cloud portal to optimize your investments.
Procurement, Manufacturing, and Construction.
Our solutions for asset project management help to avoid costly surpluses and bottlenecks while reducing overall project risk.
Real Assets (tangible assets)
Tangible assets significantly influence the development of our society. Investors find results-oriented solutions with us in real estate, infrastructure, and private debt. We leverage our size to gain access to European markets and to utilize capital more efficiently.
Our Approach
We are one of the European tangible asset managers with more than 20 specialists at four locations. This makes our platform large enough to cover the full depth and breadth of tangible asset markets. Thus, we can deploy capital efficiently and in a disciplined manner. Thanks to our versatility, we can deliver top-notch results for our clients. We do this through pooled or customized solutions. Additionally, we provide our clients the opportunity to invest alongside PARITA Holding AG .
Thinking in a Connected Way
Our more than 8 credit specialists have developed a deep understanding of market drivers. Their insights form the foundation of our convictions and highlight investment opportunities across the entire tangible asset spectrum. Additionally, this allows us to build optimized portfolios that can achieve the results desired by our clients.
Direct Investors
We invest with conviction. As direct investors, we manage assets like an owner and contribute to their value enhancement. This direct involvement allows for a unique exchange with our clients and provides them with a direct connection to their assets."
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Embedded Responsibility
Environmental, Social, and Governance (ESG) considerations are an integral part of our investment process – from initial selection through due diligence and approvals to development, management, and optimized reporting. Our Global Responsible Investment Team supports and advises on all ESG aspects.
Investment Risk
The value of an investment and the returns generated from it can rise or fall due to currency and exchange rate fluctuations. Investors may not receive back the amount originally invested
Real Estate Risk
Certain assets in the fund may be inherently difficult to value or to sell at a desired time or at a price considered fair (especially in large quantities). Therefore, it is possible that their prices may be very volatile.
Valuation Risk
Investors should consider that the valuation of real estate and infrastructure assets is typically influenced by subjective factors.
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