Marbling Financial Group AG, Zürich, Switzerland

Asset Management

Marbling’s Investment Policy: Asset Management in globally integrated financial markets requires a dedicated portfolio strategy, portfolio implementation and portfolio servicing. Our team provides the framework for appropriate investment decisions.

Portfolio Strategy

The portfolio strategy component of investment management is comprised of strategic asset allocation and investment level steering.

Strategic Asset Allocation is designed to provide a framework for long-term portfolio diversification. We define this as an investment strategy with a risk/return profile tailored to clients' needs while optimizing cash flows stemming from investments/portfolios.

Investment Level Steering is defined as the development of an investment plan to achieve and maintain the desired financial markets exposure for the client based on our understanding of cash flow patterns of different investments/portfolios.

Portfolio Implementation

Once the portfolio strategy has been established, our investment strategy is designed to identify the most attractive investment opportunities at a given point in time, based on an understanding of key return drivers and the market environment.

Portfolio Servicing

Our financial markets investment management involves the ongoing monitoring and valuation of investments as well as administration and accounting. These processes are carried out by a dedicated in-house team.

Risk Management

In establishing appropriate processes regarding risk management in accordance with our risk control framework, we distinguish between two risk categories.

Investment Risks

An integral part of our asset management activities includes the consideration of other risk factors besides the risk-adjusted return potential of investments. We have implemented a structured investment process which includes a rigorous due diligence process.

Operational Risks

We face a number of internal and external operational risks in our business activities, from the changing regulatory landscape to business continuity risk and succession planning, and even technology. As such, we have implemented various policies and frameworks to tackle these risks and manage them.

Marbling applies serious quantitative and qualitative risk management together with thorough investment due diligence. This contributes to investment performance and high client satisfaction.

Code of conduct

Marbling strives to maintain high standards of business conduct and ethical behavior at all times. Two basic principles with their roots in the values of our firm govern the behavior of and relationship amongst employees: the mission statement and the core values.

Marbling’s principles provide a clear framework for our employees and ensure that high standards of professional conduct are applied across the corporate business. Our core values are comprised of principles focused on the following themes: uniqueness and innovation; professionalism, competency and quality; continuity, reliability and trustworthiness; as well as client orientation and service excellence.