Since its foundation in 2002, Fundo has specialised in understanding and managing risks associated with equities in institutional clients’ portfolios. From the very outset, it has offered asset-management services geared, in the main, towards Swiss and international occupational pension fund schemes.
Managing risks in equity portfolios
Market risk is one of the factors having the greatest influence over volatility in asset allocations. As a result, it can exert a considerable impact on the soundness of a pension fund’s financial position. So this risk can be actively managed, Fundo has devised since it first started up in business, in partnership, most notably, with EPFL (Swiss Federal Institute of Technology), tools to provide protection against risk in a dynamic way.
In addition, since 2002, Fundo has been publishing the Fundo VLPP indices, which are representative of this particular approach; since 2007, it has been managing portfolios according to this principle.
More details on the risk-driven
Securing stable returns
In tandem, Fundo launched a complementary product range focusing on assets that are not listed and whose stable returns contribute towards endowing institutional clients’ financial position with a greater degree of stability. This range, with the first investment product being launched centred on the theme of microfinance in 2006, is currently being broadened. In the long run, it should number four distinct sub-funds.
More details on the cashflow-driven
A manager of swiss collective investments
Since 2012, Fundo SA has been subjected to supervision from Finma which granted the company the authority to operate as a manager of Swiss collective investment schemes (Article 13, para. 1, of the Swiss Federal Law on Collective Investment Schemes – CISA). Under this framework, the company also abides by the Swiss Federal Law on Combating Money Laundering & Terrorist Financing (AMLA) and is monitored by a self-regulation organisation (SRO).