The setting up of an investment strategy is a delicate and important step towards obtaining investment results in line with, or preferably beyond the expectations of our clients.
The process leading from the strategic outlook to the performance is complex and can vary substantially from one bank to another, even with a quasi-identical strategic perspective. It is therefore worthwhile to highlight these main elements and to show also how Banque Baring Brothers Sturdza distinguishes itself from other banks and what are the skills and strengths we nourish for the benefit of our clients.
One of the main characteristics of our bank is its management-by-association structure, i.e. a “flat” structure far from a hierarchal pyramid. This structure strongly encourages individual talents as well as promotes responsibility, cooperation and flexibility. It is also a key factor behind personal and professional development opportunities which are backing our great stability of the management and of the teams who are in relation with our clients.
Our own internal investment management process is supplemented by external specialists. Their expertise encompasses not only mature markets like the USA and Europe, but also markets such as Asia, South America and certain emerging markets where local expertise is indispensable. These external investment managers complete our network and form the cornerstone of our investment policy which we implement in our clients’ portfolios. This policy, adapted to the specific needs and objectives of each client, is developed within the framework of a long-term approach but remains open to short-term opportunities. It focuses on risk management in parallel with the expected returns of all investments.
Our objective is to achieve performance within controlled risk parameters.
The risk management policy is therefore a leading preoccupation of ours. It is addressed mainly by the diversification across asset classes and markets based on our investment strategy, by a diversification of investment managers whose policies are lowly correlated to each other and is supported by our own technical and fundamental analysis.
The network of investment managers we have developed provides us not only with the building blocks of investments adapted to our clients but also with a virtually unique source of information and analysis.