Helvitas SA has clearly defined investment processes.
Decision making, implementation and accountability are all entirely the responsibility of the Partners.
Specialised investment teams provide assessments regarding their relevant specialist area. The basis for this is the systematic assessment of opportunities and risks in the investment universe from the perspective of investors.
The investment teams take consistent investment decisions on the basis of their assessments. The upstream processes are coordinated to the specific portfolios. In doing so, the portfolio-specific investment universe and corresponding restrictions as well as the contribution to the risk budget are taken into account.
All portfolios are regularly checked for their quality. If certain criteria are not fulfilled over a specific period of time, Helvitas’ quality management defines and initiates appropriate measures.
The Investment Management specialists aim for an above-average investment performance and always strive to generate attractive returns for their investors. This applies across the economic cycle regardless of the market environment.
The portfolio managers pursue these objectives by selectively using opportunities in the relevant market environment while always taking into account optimum diversification by asset classes and styles. Risks are taken strictly and exclusively on a calculated basis.
