News and publications

Following EU authorities, the SEC is stepping up its ESG investing regulation. Despite the themes’ relatively poor recent performance, there is no way around the topic in the medium term. This makes sufficient governance of ESG investment processes, and marketing claims all the more important. Our article argues that there will always be a great degree of judgment involved in ESG investing, particularly in public securities. For Wealth Managers, this offers a great chance to add value through customization and honest advice on the opportunities and limitations of ESG.

Many investors are uncomfortable with significant lump-sum investments in risky assets. It is therefore often recommended to stagger the market entry. While this strategy sounds intuitive, we asked ourselves how effective it really is in reducing downside risk and improving an investor’s risk/return profile. We, therefore, studied the distribution of rolling 5-year returns of one-time and phased investments in the S&P 500 over several decades. The results are somewhat surprising.

Dans le cadre de nos publications collaboratives, nous avons le plaisir de partager ici avec vous un article sur le couple vertueux formé par l’assurance vie européenne et la gestion de fortune suisse. Cet article a été rédigé par M. Pierre-Olivier Kramer, Managing Partner de Gatsby & White SA., courtier européen en assurance-vie reconnu, complété par une réflexion fruit de l’expérience d’Amadeus Capital en la matière. .................................................................................................................................................... As part of our collaborative publications, we are pleased to share with you an article on the virtuous couple formed by European life insurance and Swiss asset management. This article was written by Mr. Pierre-Olivier Kramer, Managing Partner of Gatsby & White SA., a renowned European life insurance broker, and is complemented by a reflection based on Amadeus Capital's experience in this field.

What would the grand seigneur of economic liberalism say about the ESG (Environment, Social, and Governance) trend in today's investment industry? This month's paper looks into the discussion about the "purpose of business" and puts Friedman's often misunderstood critique of Corporate Social Responsibility into perspective. Beyond that, we elaborate on our philanthropic activities, providing some information on the background and work of the L'Association Suisse pour la Recherche sur l'Alzheimer (APRA).