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Management concept

Management concept

Management concept

Discretionary mandate

Modern asset management has to confront significant challenges both with respect to changing regulations and to the financial markets themselves. The succession of crises and transformation of the environment has made the management of financial assets a particularly complex task.

While based on the traditional principles of diversification of positions and fundamental valuation, AlphaMatrix has developed a multidimensional asset management concept integrating macroeconomic modelling, econometrics, market psychology, timing and graphic analysis techniques.

From analysis to decision

  1. 01

    Macroeconomic scenarios

    A view of the economic environment.

  2. 02

    Thematic filter

    A selection of investment themes.

  3. 03

    Company valuation

    Analysis of companies and their valuations.

  4. 04

    Chart analyses

    The study of market trends and chart patterns.

  5. 05

    Modelling

    Bringing the analytical elements into perspective.

  6. 06

    Implementation and decision

    Putting management decisions into practice.

Management concept

The ART concept

The multidimensional approach has been formalised in the ART concept or Absolute Return Trading, which seeks to attain a high level of qualitative and quantitative forecasting relevance while making it possible to target absolute performances whatever the economic environment.

The concept offers great flexibility in asset allocation. It seeks to preserve capital from year to year through a ratchet system adapted to the client’s profile.

The client sets stop loss thresholds (deactivating barriers), triggering the sale at a loss of depreciated positions when a critical level is reached. Capital preservation is an essential condition whatever the management profile; it is an objective, not a guarantee of returns or freedom from losses.

Management concept

Performance fees

To avoid conflicts of interest, a benchmark is defined according to the client’s profile to measure relative performance. For a balanced profile targeting an absolute return, the reference is a bond index with a duration of 3 to 5 years.

The client may define their own benchmark, which determines the policy applied by the manager.

This approach seeks to reduce fixed account maintenance fees and remunerate the manager according to profitable work carried out in accordance with the client’s wishes and directives.

Management concept

The advantages of ART management

This management is dynamic and personalised:

  • Capital protection with annual revaluation.
  • An objective of outperforming the index chosen by the client.
  • Dynamic risk management through modern hedging techniques.
  • A thematic approach appropriate to the environment, targeting positive alpha throughout stock market and economic cycles.
  • Graphic analysis integrated into decision-making.
  • Reduction of portfolio volatility to optimise overall risk.

Geneva · Switzerland

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