On track with an excellent assetmanagementmandate
What is an asset management mandate?
An asset management mandate offers wealthy private individuals an efficient way to have their assets managed professionally and over the long term without having to actively deal with market analyses or individual investments.
Together with us, you define your goals, your risk profile and your investment horizon, as well as the investment philosophy. We take over the day-to-day management of your portfolio.
Asset management with the core-satellite approach
As part of our asset managementmandates, we at Tareno rely on the proven core-satellite approach – a well thought-out combination of stability and targeted opportunityseeking.
The strategic core of your portfolio consists of high-value direct investments and cost-efficient, exchange-traded index funds (ETFs). These form a solid, broadly diversified and stable long-term basis for your assetstructure.
This core is supplemented by carefully selected satellite investments. We use these actively managed investment modules to exploit market opportunities – for example in specific themes, sectors, regions or asset classes.
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Tareno investment solutions
We offer you five clearly structured, actively managed investment solutions.
- Classic: The proven, broadly diversified, global solution
- Dividend: Focus on high-dividend, quality companies in Switzerland or worldwide
- Water: Investing in the resource of the future via equities
- Climate-friendly: Sustainable investment with an ecological impact
- Swiss Opportunity: Equity mandate with innovative Swiss companies with a focus on small and mid caps
All strategies are available in CHF, EUR and USD and in up to five different risk characteristics. This allows you to choose the equity component to suit your personal security requirements.
An asset management mandate with Tareno allows you to combine the transparency and structure of a systematic portfolio structure with the flexibility and dynamism of active market opportunities. Always within the framework of your personal risk profile, of course.
Below, Tareno AG employees present our investment solutions to you in more detail in individual videos.
The "Classic" discretionary mandate
The Tareno Classic investment solution gives you comprehensive access to our entire investment expertise and our best investment ideas. Our stock selection focuses on leading global companies that are characterized by a first-class business model, continuous growth and a solid financial basis.
The "Dividend" discretionary mandate
Would you like to generate income with your assets? Then the "Dividend" investment solution is made for you. When choosing shares for this purpose, we pay special attention to the amount and consistency of the dividends, price volatility and solid balance sheets.
The discretionary mandate "Water"
The investment solution "Water" is especially suitable for investors who would like to set a special focus in addition to an existing mandate. It allows you to invest globally in listed companies that are involved in the development and the commercialisation of solutions to solve water scarcity and water related stress.
The "Climate-friendly" discretionary mandate
The protection of our planet is important to you? If so, we have good news for you: The "Climate-friendly" investment solution allows you to set a corresponding focus. This solution invests exclusively in companies that are in line with the goals of the Paris Climate Agreement.
The "Swiss Opportunity" discretionary mandate
Our «Swiss Opportunity» investment solution enables investors to benefit from the opportunities offered by small and medium-sized equities (of which more than 60% come from Switzerland). These less recognised stocks often offer higher returns compared to established companies. With proven business models and solid balance sheets, they enable effective diversification. Despite possible disproportionate losses in weak phases, they offer the opportunity for strong gains in positive market phases. Our solution utilises these market dynamics, takes liquidity into account and adapts to individual risk profiles.
*Our Classic, Dividend, Water and Climate investment solutions can be combined according to your personal preferences. The equity allocation is individually tailored to your risk appetite. Your portfolio can also be supplemented with bonds, alternative investments and liquidity. In this way, we guarantee a customized investment strategy that reflects your values and goals.
The minimum investment is CHF 1 million.