Alban C.

🌍 𝐂𝐮𝐫𝐢𝐨𝐮𝐬 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞 𝐜𝐮𝐫𝐫𝐞𝐧𝐭 𝐬𝐭𝐚𝐭𝐞 𝐨𝐟 𝐂𝐥𝐢𝐦𝐚𝐭𝐞 & 𝐒𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐢𝐧 𝐒𝐰𝐢𝐭𝐳𝐞𝐫𝐥𝐚𝐧𝐝? Join our upcoming webinar to explore the latest findings on how Swiss companies are aligning with the #TCFD (& #TNFD) recommendations, as outlined in the Swiss Ordinance on Climate Disclosures. We'll dive into the results of our comprehensive study created by Enfinit, supported by CLIMADA Technologies, engageability , Enterprise for Society Center (E4S), Pelt8, Walder Wyss Ltd. and ecosecurities which not only assesses TCFD alignment but also offers valuable insights into how companies are reporting on other non-financial matters under CO 964a-c, as well as biodiversity.

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Interested in #Ethereum and #Staking? Listen in on Tim Bevan, CEO at ETC Group speaking about how institutional investor interest in ETH as an investable asset has been rising and how the European ETP wrapper can help capture total return on an investment into ETH. Link to full episode as well as other useful links in the comments below ⤵️ Thank you to Konstantin Shulga and the team at Finery Markets for the interview. #ethereumetf #eth HANetf

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According to our Swiss & Global Equity experts, positive links have been drawn between superior levels of value-creation, larger market capitalisations, and stable earnings estimates. Find out about the team’s tried and tested CFROI® investment concept. https://lnkd.in/ecVHEb39

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Daily comment ODDO BHF Suisse:  ➡️ Over the week, the NASDAQ (-3.1%) and the S&P 500 (-1.5%) fell due to Tesla's disappointing sales volume (-12%) and Alphabet's advertising revenue (-5%). Fear & Greed index sentiment was neutral for 49% of investors surveyed. Financial markets continue to rotate by capitalization size and sector, due to US economic growth, which reached 2.8% in the second quarter, and inflation, up 2.5% year-on-year according to the PCE index. The decline in new jobs (-12.4% year-on-year) and durable goods orders (-6.6% in July) took a back seat. As a result, the Russell 2000 mid-cap index (+12% year-to-date) narrowed its gap with the NASDAQ (+13%). The real estate (+4.2%), financials (+3.9%), utilities (+3.4%), healthcare (+2.1%) and industrials (+1.8%) sectors particularly benefited from the more favorable macroeconomic environment. 40% of companies published their results: 78% surprised positively on earnings and 60% on revenues.  ➡️ In Europe, indices (+0.6%) outperformed. LVMH (-3% for the week) published half-yearly results showing a decline in business growth, particularly in Asia, and lower margins, especially in Fashion and Leather Goods. In Switzerland, the SMI gained 0.2%. Nestlé (-6% last week) declined despite an upward revision of its guidance for 2024. Lastly, Lonza (+3.8%) reported better-than-expected results and benefited from higher price targets. This week, the FED is expected to maintain its key interest rates. The Fed has raised rates by 525 basis points in 16 months to combat inflation without slowing economic activity. Despite the weakening labor market, most investors are expecting a 25bp rate cut in September. Have a great Swiss National Day this Thursday!  #Markets #Alphabet #Russell2000

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Are you positioned for a rebound in Swiss Equities? Valuations are attractives and interesting drivers are taking place.

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Quantitative Investments at Vontobel is where innovation meets science in investment management. With a mission to deliver leading quantitative investment solutions to our clients, we specialize in leveraging deep data, cutting-edge technology, and diverse talents to create high-performing portfolios in ever-changing financial markets. We asked the team why they chose quant finance as their career and what they most enjoy about it. Watch the video below to hear their answers. 🎥 ➡️ To learn more about Quantitative Investments, click here: https://bit.ly/3Lt4dcP #Vontobel #QuantitativeInvestments

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💡 The Swiss Single Family Office (SFO) Landscape Universität St.Gallen (HSG) in collaboration with SFOA - Swiss Single Family Office Association and #UBS have published an insightful report on Swiss SFO's. 👉 Below a summary of the report's key findings: SFO in Switzerland • The net worth of surveyed SFO in Switzerland ranges from less than CHF 250 million to more than CHF 10 billion. • The overall size of the SFOs industry in Switzerland is estimated to be about CHF 600 billion. • The majority of SFOs include a family business enterprise or hold strategic investments. Location CH • The origin of the beneficial owner, political stability and legal certainty are the top three reasons for SFOs presence in Switzerland. • Politics & regulation and taxation are the two categories in which Switzerland has the largest potential to improve its attractiveness for SFOs. • Networking opportunities and regular exchange among SFOs are of key importance to the majority of SFOs. • The majority of Single Family Offices support a licensing regime under self-regulation of the industry. Ownership and Structure • Family members own the legal entity in nearly half of participating SFOs, while the principal is the ultimate decision maker in more than half of SFOs. • Most SFOs serve one or two #generations, most commonly the first and second generation, and very few serve generations beyond the third generation. Roles and Services • 70% of Single Family Offices employ a CEO, very few employ a Chief Technology Officer or a Chief Sustainability Officer. • The top three services offered by SFOs are asset allocation, investing & investment performance management and accounting & reporting. • Investment services are offered by nearly all SFOs, while family wealth services and in particular administration & concierge services are offered less frequently. • Most services are managed predominantly in-house, notable exceptions are legal and tax planning advice services that are often outsourced. Asset Allocation • Investments in alternative asset classes outweigh investments in traditional asset classes, with the most important alternative asset class being private equity. • 32% of SFO's plan to make changes to their asset allocation in 2024, two thirds plan to hold on to their 2023 asset allocation. • Home bias: One third of SFO's assets are invested in Switzerland. Outlook and ESG related topics • SFO's expect #riskmanagement, geopolitical risks and #cybersecurity to become of particular importance within the next five years. • SFO's are committed to supporting investments and activities that enforce real impact on #sustainability concerns and address climate change. Kurt Moosmann, Felix Xaver Oeschger, Dr. Markus Schmid, Lukas Winderl, Michael Viana, Gabriele Schmidt, CFA Society Switzerland #shareUBS, #FamilyOffice, #WealthManagement

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Xetra welcomes four new ETNs from Leonteq 🥁: Leonteq's new ETNs give investors access to overnight lending rates for overnight loans in Switzerland and the United States. The Leonteq CHF Overnight Return Index ETP represents the performance of the reference interest rate for overnight loan transactions in Switzerland, the Swiss Average Rate Overnight Interest Rate (SARON). The Leonteq USD Overnight Return Index ETP tracks the performance of the United States Secured Overnight Financing Rate (US-SOFR). Both ETNs are also available in a currency-hedged version against the euro. https://lnkd.in/ee6SA3gA #etns #xetratrading

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Swiss Single Family Offices offer their C-level functions a wide pay range in terms of base salary and total compensation Attracting and retaining top talents, aligning the interests of stakeholders and executives, and fostering a pay-for-performance environment are crucial aspects in today’s corporate world. Compensation schemes play a significant role in addressing these objectives, particularly within Single Family Offices (SFOs), which are entrusted with managing and governing the wealth of single families. Exploring pay in this industry is even more compelling given that many of the recruited SFO professionals join from financial services, investment banking, law and consultancy firms which usually hold well-established compensation practices. This joint study, the first of its kind in Switzerland, draws upon HCM International Ltd.'s deep understanding of compensation and incentive schemes alongside the SFOA - Swiss Single Family Office Association to address the demand for enhanced transparency. This report aims to provide insights into incentive schemes for C-levels at Swiss SFOs. We are grateful to the author Stephan Hostettler and his HCM Team, and the SFOA Board Members Livio Gaido and Kurt Moosmann for jointly producing a compelling study on compensation schemes within Swiss SFOs. This new study, along with further information on our industry, can be found on our homepage (www.sfoa.ch). #singlefamilyoffices #familyoffices #familyoffice #executiverecruiting #generationaltransfer #familywealth #familybusiness #sme #wealthmanagement #sfoa #transferacrossgenerations

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🎙️ Circular Talks by CLIMATEX 🎙️ «Technological progress is the key to a more sustainable future.» In the first edition of our new interview series «Circular Talks by CLIMATEX» we sit down with Zeno Staub, former CEO of Vontobel Bank, politician, and investor in CLIMATEX. Zeno shares his insights on why the future must be circular and his views on the EU's Green Deal. Discover why he believes in CLIMATEX and its Circular Textile Technologies and how he envisions contributing to the sustainable transformation of the textile industry. Here are a few key insights from the interview Sustainability Vision: Zeno discusses why transitioning to a circular economy is essential for the future. «We have grown so accustomed to wealth and comfort that a society based on renunciation cannot work. A more sustainable future can only be achieved through technological progress.» EU Green Deal: He offers his perspective on the strengths and potential pitfalls of the EU's ambitious plan. «The Green Deal is a commendable and ambitious approach. However, I believe that the EU risks overregulating.» Innovative Solutions: Learn about CLIMATEX's technologies that blend circularity with functionality. «CLIMATEX has the technologies to enable a circular textile industry without compromising on functionality. » Investment Philosophy: Understand what criteria Zeno looks for in companies to invest in and why CLIMATEX meets these standards. «A purpose of a company is to solve a customer problem better than its competitors with the right team. CLIMATEX addresses a crucial issue in the textile industry with impressive technology. » 👉 Dive into the full interview on our website https://lnkd.in/eDAmequ4 and get inspired by Zeno's vision for a circular future. #CircularEconomy #Sustainability #TextileIndustry #GreenDeal #Innovation #Technology #CLIMATEX #CircularTextileTechnologies

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🚀 Exploring AI in Portfolio Management: Beyond the Hype of ChatGPT SILEX, in collaboration with SPHERE Swiss Financial Arena, is excited to host two exclusive breakfast events dedicated to Independent Wealth Managers and Family Officers, where we’ll dive into the latest advancements in AI for portfolio management: 📅 November 27, 2024 – Zurich, Baur au Lac Hotel (08:30-10:30) 📅 November 28, 2024 – Geneva, Metropole Hotel (08:30-10:30) While ChatGPT has gained widespread adoption, its design may not fully align with the demands of portfolio management. However, other AI models specifically tailored for investment management are offering real value by enhancing decision-making processes. Join us for insights from industry experts and academic leaders, including: Semyon Malamud, Associate Professor of Finance at EPFL and Swiss Finance Institute Senior Chair Alexis de Bernis, CTO at SILEX Thibault Morel, Equity Analyst at SILEX Moderated by Jérôme Sicard from SPHERE, the panel will explore the practical benefits and limitations of AI in portfolio management and present alternative models from both research and industry perspectives. 📩 To secure your place, please contact SPHERE at [email protected]. For EAMs only. Don't miss this opportunity to go beyond the hype and gain a deeper understanding of how AI is shaping the future of investment management. #AI #PortfolioManagement #Finance #WealthManagement #Investment #ArtificialIntelligence

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Pictet Asset Management: Among Global Top 10 for Responsible Investment   We are thrilled to announce that Pictet Asset Management has secured a coveted position in the global Top 10 of the "Responsible Investment Brand Index." This index evaluates 600 asset managers worldwide for their dedication to responsible investing. Pictet is proud to be recognised for the commitment to making a positive impact through responsible investment practices. Read more here: https://lnkd.in/epDFS36y #PictetAssetManagement #GlobalTop10 #ResponsibleInvesting

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How do you invest: actively or passively? 💼📈 Here are some reasons to take a closer look.... Recent data from VZ VermögensZentrum has shown that active funds make up 68% of portfolios in a mandated solution up to 250,000 CHF (vs. 19% of passive investments). Interestingly, the volume of active funds decreases with the size of the portfolio. For example, a portfolio of 750,000 CHF only has 37% active funds. Active funds are usually more costly than passive instruments while they might not necessarily bring more performance (see Morningstar graph below). This high share of active funds in smaller portfolios puts smaller investors at a disadvantage! 📉 💡 Massive Savings Potential 💡 According to VZ calculations, there is a potential savings of around 1,600 CHF per year (over 8,000 CHF in 5 years!) for an example portfolio of 375,000 CHF. Imagine what you could do with that money! 💰✨ What can you do? 🤔💡 Get proactive and check what is inside your portfolio, especially if you have a mandated solution. 🔍📊 If appropriate, consider swapping active funds for passive ones, particularly if you are a smaller investor. 💼💱 With the variety of passive funds available, it's likely you won’t need to change your strategy, and the savings you can realize will add nicely to your performance or your life! 💵🚀 Curious to hear your thoughts: Do these findings surprise you? How are you investing? #ActiveInvesting #PassiveInvesting #SmartInvesting #InvestmentTips #FinancialFreedom #InvestWisely #Savings #Finance #WealthManagement Data: VZ Studie - Anlegerverhalten in der Schweiz 2024

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MERGER ANNOUNCEMENT : UBS / Credit Suisse REAL ESTATE FUNDS UBS Asset Management just announced the future merger of major funds in Switzerland, reshaping the real estate landscape and opening new opportunities for investors. With access to granular data by Quanthome, our clients can already simulate future portfolios and benefit from our actionnable insights to take better investment decisions. Discover deep insights about the future portfolios of UBS / CS merged funds: - CS LivingPlus / CS Hospitality / UBS Direct Residential / UBS Residentia - CS Green Property / UBS Direct Urban - UBS Swissreal / CS Interswiss. Contact Quanthome to anticipate market evolution and stay ahead. #Fintech #BigData #Investment #Quanthome #UBS #CreditSuisse #RealEstate #Innovation #Sustainability

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