{"id":32328,"date":"2025-01-31T10:40:51","date_gmt":"2025-01-31T09:40:51","guid":{"rendered":"https:\/\/xoinvestments.ch\/services\/"},"modified":"2025-03-27T17:00:10","modified_gmt":"2025-03-27T16:00:10","slug":"services","status":"publish","type":"page","link":"https:\/\/xoinvestments.ch\/en\/services-institutional-clients-advisory-asset-management\/services\/","title":{"rendered":"Services"},"content":{"rendered":"\t\t
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\r\n\t\t\t\r\n\t\t\t\tServices for clients <\/br> and institutions\r\n\t\t\t\r\n\t\t\t<\/h1>\r\n\t\t<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We offer the following services which may be subject to separate mandates. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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\r\n\t\t\t\r\n\t\t\t\tALM\r\n\t\t\t\r\n\t\t\t<\/h2>\r\n\t\t
Asset and liability management<\/br><\/br>\nAnalysis of your risk tolerance<\/br><\/br>\nAnalysis of your risk tolerance<\/br><\/br>\n\n<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Projection of degree of coverage and flows <\/p>

Probability of under-coverage, level of conditional sub-coverage<\/p>

Study of other allocations<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\r\n\t\t\t\r\n\t\t\t\tInvestment advisory\r\n\t\t\t\r\n\t\t\t<\/h2>\r\n\t\t<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tPORTFOLIO AUDIT\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Strategy analysis<\/strong><\/p>

Manager analysis <\/strong><\/p>

Compliance with investment guidelines<\/strong><\/p>

Comparison of managers with their competitors<\/strong><\/p>

Fee analysis<\/strong><\/p>

Risk exposure<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tDEFINITION OF STRATEGIC ALLOCATION\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Proprietary tool available to our clients<\/strong><\/p>

Definition of strategic allocation and tactical ranges based on investment objectives<\/strong><\/p>

Risk capacity and tolerance, and return requirement<\/p>

ALM results<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tSIMULATION OF RETURN AND PORTFOLIO RISKS\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Simulation of performance distribution<\/strong><\/p>

Expected evolution<\/p>

Pessimistic Scenarios (VaR)<\/p>

Probability of loss, level of conditional loss<\/p>

Simulation of portfolio evolution based on: <\/strong><\/p>

Economic scenarios<\/p>

Scenarios of historical or hypothetical markets (stress tests)<\/p>

Interactive visualisation tools<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tSELECTION OF FINANCIAL PROVIDERS\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Selection of managers<\/strong><\/p>

Access to many databases<\/p>

Proprietary selection tools<\/p>

Comprehensive comparison of managers with their peers<\/p>

Quantitative and qualitative scoring<\/p>

Selection of custodian banks<\/strong><\/p>

Analysis of the organization<\/p>

Analysis of operations<\/p>

Review of reporting qualities<\/p>

Environmental experience and extensive knowledge of service providers<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\r\n\t\t\t\r\n\t\t\t\tSPECIALIZED MANAGEMENT\r\n\t\t\t\r\n\t\t\t<\/h2>\r\n\t\t
Active management or core-satellite<\/br><\/br>\nBond management in Swiss francs<\/br><\/br>\nInternational bond management<\/br><\/br>\nIndirect real estate<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\r\n\t\t\t\r\n\t\t\t\tDIVERSIFIED MANAGEMENT\r\n\t\t\t\r\n\t\t\t<\/h2>\r\n\t\t
Based on a predefined strategic allocation<\/br><\/br>\nActive management in different asset classes or core-satellite approach<\/br><\/br>\nTactical management<\/br><\/br>\nVolatility and liquidity profiles<\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\r\n\t\t\t\r\n\t\t\t\tRISK MANAGEMENT AND CONTROLLING\r\n\t\t\t\r\n\t\t\t<\/h2>\r\n\t\t<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tRISK <\/BR>FACTOR <\/BR>ANALYSIS\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Implementation of a dynamic tool for monitoring and decomposing portfolio risks<\/strong><\/p>

Stress tests<\/strong><\/p>

Integration simulation of new managers or asset classes<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Simulation and risk decomposition<\/strong><\/p>

Estimation of the fluctuation reserve<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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\n\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tESTIMATION OF THE FLUCTUATION RESERVE\t\t\t\t\t\t<\/a>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
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Customized reporting based on your structure and investments<\/strong><\/p>

Portfolio summary and comments<\/strong><\/p>

Full information consolidation<\/strong><\/p>

Accounting for financial instruments<\/strong><\/p>

Ad-hoc reporting available (Private Equity, etc.)<\/strong><\/p>

Benchmarking to Swiss pension funds<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t

\r\n\t\t\t\r\n\t\t\t\tGovernance\r\n\t\t\t\r\n\t\t\t<\/h2>\r\n\t\t<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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EDUCATION<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

Education for foundation boards and investment committees<\/strong><\/p>

Participation in institutional seminars<\/strong><\/p>

Interventions in academic programs<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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POLICIES<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

Implementing investment policies<\/strong><\/p>

Investment governance<\/strong><\/p>

Implementing internal control system<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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PORTFOLIO MANAGEMENT<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

Tactical management<\/strong><\/p>

Rebalancing proposals<\/strong><\/p>

Compliance with investment guidelines<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Services for clients and institutions We offer the following services which may be subject to separate mandates. ALM Asset and liability management Analysis of your risk tolerance Analysis of your risk tolerance Projection of degree of coverage and flows Probability of under-coverage, level of conditional sub-coverage Study of other allocations Investment advisory PORTFOLIO AUDIT Strategy […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":32331,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-32328","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nServices | Wealth management and advisory services in Neuch\u00e2tel and Geneva<\/title>\n<meta name=\"description\" content=\"Our services: ALM, investment advice, specialised management, diversified management, risk management and controlling, governance.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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