INVESTING SUSTAINABLY TO MATCH YOUR CONVICTIONS
With Clarity Partners, you can be sure to benefit from the same standards of excellence, asset-allocation methodology and products that are offered to large pension fund investors. We offer you efficient asset management at competitive rates, investments that are in line with your values and convictions.
WHY CLARITY PARTNERS?
 

Attention and understanding

The information you provide us about your expectations in terms of risk and return allow us to define the investment profile that best suits your objectives and constraints.

Management and advisory

Our services include management of your assets on the basis of an institutional asset allocation model and access to some investment funds dedicated to large pension funds. You will also, should you wish, be in direct contact with fund managers.

Reports and analysis

At the frequency of your choice, in addition to statements issued by depository banks, you will receive tailored consolidated reports. Additionally, you will receive detailed analysis and explanations by our experts, which can in turn be presented to your various committees (management, financial, etc.).

Sustainability and stringency

Funds are selected with acute scrutiny by a dedicated team of experts. In line with your values and particular issues, we favour sustainable investments that have a positive impact on both society and the planet.

A TRIED-AND-TESTED INVESTMENT MODEL

Clarity Partners directly benefits from the CB DAP asset allocation model, which has been tried and tested across the institutional sector.

This investment model used by pension funds, foundations, and associations in Switzerland over many years, evaluates the potential return of asset classes on the basis of the macro-economic environment and allocates capital in an optimal manner in line with the risk-return ratio targets set out.

The selection of financial instruments favours aspects of ESG (environmental social governance).

CB Institutionnel
ARE YOU LOOKING TO EXPAND YOUR FINANCIAL HORIZONS?
Call us today on +41 58 501 3000 or make an appointment to discuss your situation.
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“You cannot show the way to someone who doesn’t know where he is going.”

Antoine de Saint Exupery