Asset management doesn’t have standard solutions. Every client has their own individual risk tolerance and different expectations concerning returns and wants to get the right mix of investment categories and opportunities. Our asset management team focuses on your own individual needs to design the investment strategy that is exactly right for you.

Under a classic mandate, which we recommend for capital investments above CHF 10 million, you’ll receive individual support. Tellco is a reliable, professional partner that strikes the right balance between opportunities and risks. Our balanced and optimally diversified asset allocation can satisfy your needs for security and a long-term outlook.

We invest in the following investment categories:

  • CHF bonds
  • Global bonds
  • Convertible bonds
  • Swiss equities
  • Global equities
  • Alternative investments

Our investment strategies for you

To get the right strategy we look at your risk tolerance, risk capacity, target returns, individual details of your capital structure and tax issues. Our four investment strategies can be individually tweaked and optimised.

Strategy 10 Strategy 25 Strategy 45 Strategy 100

Moderate risk, moderate growth. Average 10% equities, many fixed-income products and real estate, for diversification small position in low-volatility alternative investments. Max 30% forex.

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Medium risk, growth in line with market. Average 25% equities, fixed-income products and real estate, for diversification a small position in low-volatility alternative investments. Max 30% forex.

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High risk, dynamic investment. Average 40% equities, fixed-income products and real estate, for diversification a small position in low-volatility alternative investments. Max 30% forex.

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The aim of the fund is to dynamically invest the assets managed by Tellco. It is suitable for capital gain-oriented investors expecting above-average return, who are aware of volatility risks and who seek a globally, diversified portfolio. Up to 100% is invested in Equities.

Risk analysis

Risk analysis

Seizing opportunities means taking risks. As an asset manager, we know how to analyse risks for you. We provide both specific individual services as well as overall assessments of your finances.

Find out more

Our risk analysis services Holistic risk assessment

«Asset management at Tellco means finding the right investment strategy together – balanced and with optimal diversification.»

Marco Quadri
Chief Investment Officer

We will be happy to advise you

Our experienced experts can show you solutions tailored to your individual needs.

Contact us

Investment philosophy and processes

Tellco works according to the benchmarking principle. We aim to achieve measurable and comparable results. We have clearly defined investment processes, which we apply rigorously and systematically. We assess and optimise investment strategies according to the defined weighting of individual asset classes. They are also based on analyses of various economic sectors, macroeconomic data as well as interest rate and foreign exchange developments.

This is how our investment processes work

Investment tactics are determined and monitored by the Tellco Investment Committee on the basis of legal requirements as well as the contractual agreement reached with each individual client, including the defined range. Decisions are based in particular on maturity periods (for bonds), sectoral weighting, currency allocation and option strategies (for equities).

Portfolios are built up incrementally. The starting point is a macroeconomic analysis, which Tellco uses as a basis for creating model portfolios. These are only implemented as real portfolios after thorough checks and optimisation.

This is how we select equities

The top-down allocation combines quantitative models and fundamental analysis. The equities with the best risk/return ratio are filtered out of the benchmark.

Analyse

Bilanz-Kennzahlen, Bonität, externer Research

Selektion

Fairer Wert nach internem Modell, Dokumentation

Timing

Technische Analyse

Controlling

Überwachung und Steuerung nach Entwicklung

This is how we select bonds

Based on the defined benchmark, allocation is constantly analysed according to criteria such as duration, currency, country, sector and credit rating.

Analyse

Analyse Benchmark

Evaluation

Zusammensetzung Korb Duration, Währungs-, Länder-, Branchen- und Ranking-Allokation

Selektion

Auswahl der Obligationen nach internem Modell, Dokumentation

Timing

Technische Analyse

Controlling

Überwachung und Steuerung nach Entwicklung

This is how we create mixed portfolios

Depending upon the client’s target returns and risk tolerance, a balanced portfolio is created with various investment strategies, and its allocation is analysed and reviewed according to a number of criteria.

Erwartung

Risikobereitschaft

Substanz

Risikofähigkeit

Planung

Asset & Liability Management

Evaluation

Zusammenstellung der Mischportfolios

Umsetzung

Investment
Prozess
Aktien
Obligationen
Alternative Anlagen

This is how we create transparency

Risk management for us means constantly checking our investment strategies, looking not only at performance but also risk. We proactively issue regular asset performance reports, and are also happy to discuss developments in person. The key issue in relation to risk: recognising it is one thing, but acting quickly is another. It is important for us to make corrections quickly and to monitor their implementation closely.

Risiko

Zinsen

Bonität

Markt

Verwaltung

Interessenskonflikte

Massnahme

Absicherung

Überwachung

Diversifikation

Prozessmanagement

Funktionssteuerung / Unabhängigkeit

Kontrolle

Internes Kontrollsystem

Information

Reporting

Portfolio Management is responsible for implementing the Tellco Investment Committee’s decisions. Risk Management in turn monitors portfolio managers and ensures that investment guidelines are complied with at all times and without exception. In addition, portfolios are regularly reviewed by an external investment controller to ensure compliance with investment guidelines.

Would you like to find out more about our asset management services?

Our specialists will be pleased to provide you with bespoke advice and illustrate the various options.

Contact us