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House View Strategies

The House View Strategies can be licensed directly or used as the foundation for a fully customised solution – whether in terms of investment universe, risk profile, tracking‑error budget, style preferences, or sustainability requirements (ESG).

They reflect either a systematic, fundamental-based or systematic, price-based approach. We distinguish between the following variants:

  • Enhanced Indexing: Index-proximate solutions with attrative risk-return characteristics and limited tracking error
  • Active: Differentiated equity strategies with clear added value compared with index funds
  • Premium: High alpha potential with a corresondingly higher tracking error
Enhanced_Indexing

Enhanced Indexing

Equities World ex Switzerland (US-Exposure Cap)

Portfolio Characteristics

  • Enhanced Indexing with US exposure cap (max 60%) and
    individual max. stock weights (2.7% plus 0.3% drift)
  • Strategy: QuantArea systematic & fundamental-based
  • Benchmark: World ex Switzerland
  • Tracking Error: <2%

Factsheet

Equities World ex Switzerland

Portfolio Characteristics

  • Enhanced Indexing with individual max. stock weights (2.7% plus 0.3% drift)
  • Large‑size adjustment for benchmark constituents exceeding 3%.
  • Strategy: QuantArea systematic & fundamental-based
  • Benchmark: World ex Switzerland
  • Tracking Error: <2%

Factsheet

Equities Switzerland Small & Mid Cap

Portfolio Characteristics

  • Strategy: QuantArea systematic & fundamental-based
  • Benchmark: SPI Extra
  • Tracking Error: <2%

Factsheet

Equities World Small & Mid Cap

Portfolio Characteristics

  • Strategy: QuantArea systematic & fundamental-based
  • Benchmark: World Small & Mid Cap
  • Tracking Error: <2.5%

Factsheet

Factor_Investing

Active Strategies

Equities World ex Switzerland

Portfolio Characteristics

  • Strategy: QuantArea systematic & fundamental-based
  • Benchmark: World ex Switzerland
  • Tracking Error: 3%

Factsheet

Equities Switzerland Small & Mid Cap

Portfolio Characteristics

  • Strategy: QuantArea systematic & fundamental-based
  • Benchmark: SPI Extra
  • Tracking Error: 3%

Factsheet

Equities World Small & Mid Cap

Portfolio Characteristics

  • Strategy: QuantArea systematic & fundamental-based
  • Benchmark: World Small & Mid Cap
  • Tracking Error: 3%

Factsheet

Premium_Strategies

Premium Strategies

US Equities - Fractional Momentum

Portfolio Characteristics

  • Strategy: QuantArea systematic & price-based
  • Combination of multiple momentum and reversal signals
  • High return potential with controlled risk
  • Concentrated portfolio of 20 – 30 positions
  • High frequency in singal calculation/rebalancing (bi-weekly)
  • Supported by internal academic research and scientific publications

Investment Products

US Small Caps - Liquid Private Equity Alternative

Portfolio Characteristics

  • Strategy: QuantArea systematic & fundamental-based
  • Liquid, publicly traded equities with PE-like fundamental profile
    (valuation, profitability, size, etc.)
  • Systematic exclusion of banks, holdings, REITs, metals & mining, and biotech
  • Lower costs and superior performance compared to semi-liquid
    PE evergeen Funds
  • Concentrated portfolio of approximately 50 high-conviction positions
  • Portfolio optimization powered by QuantArea Alpha Signals

Investment Products

European Small Caps - Liquid Private Equity Alternative

Portfolio Characteristics

  • Strategy: QuantArea systematic & fundamental-based
  • Liquid, publicly traded equities with PE-like fundamental profile
    (valuation, profitability, size, etc.)
  • Systematic exclusion of banks, holdings, REITs, metals & mining, and biotech
  • Lower costs and superior performance compared to semi-liquid
    PE evergeen Funds
  • Concentrated portfolio of approximately 75 high-conviction positions
  • Portfolio optimization powered by QuantArea Alpha Signals

Factsheet

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on our equity strategies?

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