• Private Clients
  • Base services
  • Consulting and asset management
  • Investment consulting
  • Asset Management Mandate (AMM)
  • Asset Management: Funds Mandate (AMF)
  • Asset Management: Alternative Investments
  • Dynamic Floor Management Mandate (DFMM)
  • Luxembourg funds
    CB-Accent Lux (SICAV)
  • Swiss funds
    CB-Accent Income
  • Swiss funds
    CB-Accent Money Market
  • Third party Fund selection
  • Tax and retirement planning
  • Lending
  • Market services
  • Online services
  • 
    Selection from SBA publications
• Financial intermediaries
• Corporates/Public sector
• Institutional Investors
• Market Overview

Third party Fund selection

Cornèr Banca offers its clients an investment fund selection service for funds available on the Swiss and international markets. Funds are selected according to qualitative and quantitative criteria determined by our Bank. The Fund Selection team helps our private banking and institutional clients to choose the product that best fits their investment requirements.

Valuation criteria

• Quality of the manager: investment philosophy, financial instruments used, stability of the management team.
• Size of the fund: minimum assets under management
• Performance: historical analysis of performance in the various market phases, relative to the benchmark and as a function of the risk
• Liquidity: funds for which redemption of units or shares is easy are favoured
• Concentration: priority is given to funds which have a greater degree of diversification than other funds which produce the same performance
• Consistency of results: continuing consistency of objectives and performance
• Volatility: volatility of the fund compared with the volatility of the market
  
  
  

Contact

privati@cornerbanca.com

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