Responsible & success oriented
Portfolio Management
To achieve your expectations and goals, we rely on proven financial and information tools as well as on the exceptional wealth of experience of our employees.
When structuring your financial investments, the protection of your interests has the highest priority.
Investment philosophy
Responsible & success oriented
The investment philosophy of Novum Asset Management AG is based on two simple core values: the preservation of your capital and the responsible handling of your assets.
To achieve your expectations and goals, we rely on proven financial and information tools as well as on the exceptional wealth of experience of our employees. When structuring your financial investments, the protection of your interests has the highest priority.
In order to cope with the strong equity correlations worldwide due to globalization, we specifically use ETFs and actively managed funds at the core. However, we also look for attractive individual stocks or special theme funds as an admixture. We are building on significant adjustments to the current economic situation and deliberately avoiding so-called homeopathic doses. This not only increases transparency but also cost efficiency and the success of their portfolio. We base the choice of our investment strategies on the principle of long-termism and security. Thus, when compiling your portfolio, we only include transparent and select investment opportunities.
Investment strategies
Transparent, safe & sustainable
At Novum Asset Management AG you can choose between five different strategies in the currencies CHF, USD, EUR and GBP.
The asset management contract is the basis of the mandate. With this you give us the right and the obligation to implement an investment strategy defined with you. This requires a comprehensive assessment of your needs. Topics such as the desired investment horizon, future cash flows and individual capital requirements are analyzed in detail and discussed with you. The goal is to define an investment strategy that meets your individual needs. True to our principles, we place a special focus on the risk limits you determine.
The neutral equity ratio allows you to determine a significant portion of your investment risk. Our five investment strategies range from Fixed Income (0% equity), Yield (20% equity), Balanced (40% equity), Growth (60% equity) to Equity (100% equity). Depending on which investment strategy you choose, the recommended holding period varies from 2 to 6+ years. For a fixed income mandate, the recommended investment horizon is approximately two years and for a pure equity mandate, the recommended investment horizon is at least six years.
For assets between EUR 200’000 and 500’000 we offer you the possibility to participate in our investment strategies with collective investments at a very cost-efficient approach.
Transparency and security are important to us. Therefore, we will inform you regularly about the developments of your plant at the intervals you request. Ongoing controls and adjustments to current market conditions are just as much a matter of course for us as the regular review of the results achieved.
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