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SYZ Asset Management strengthens and expands multi-asset offering

Thursday, March 10, 2016
Opalesque Industry Update - SYZ Asset Management, the institutional management division of the SYZ Group, has added new skills and two new strategies to its range: Active Allocation and Risk-Based Allocation.

The company has successfully offered Multi-Asset investment solutions to institutional investors for over 15 years, including an Active Allocation strategy since 1999 and the well-established Absolute Return strategy since 2003, both known for their active allocation style based on in-depth analysis of the macro-economic framework.

Recent arrivals in 2015 have brought new skills to SYZ Asset Management, which now offers a comprehensive range of Multi-Asset products. Hartwig Kos, Co-Head of the Multi-Asset team and Vice-CIO, has contributed in expanding research to cover new markets, currencies and asset classes. Using proprietary models, the two managers Guido Bolliger and Claude Cornioley have brought expertise in dynamic portfolio coverage as well as risk-based portfolio construction thanks to their recognised quantitative investment approach.

The addition of these skills has made it possible to add two new strategies to the existing range. Hartwig Kos, building on his experience of managing a multi-asset fund at Baring Asset Management, took over from 1 January the lead-management of OYSTER Multi-Asset Diversified. In collaboration with Fabrizio Quirighetti, Co-Head of the Multi-Asset team and CIO, he is targeting a similar performance to stock markets by adopting a dynamic capital allocation approach, but with less risk.

Guido Bolliger and Claude Cornioley, two managers who bring strong quantitative skills, particularly at Dynagest, Olympia Capital and Julius Baer, lead the Risk-Based Allocation strategy. This strategy has a target of two-thirds of the performance of certain specified stock markets, with an aim of achieving this with one third of the corresponding risk. These two complementary approaches join the Absolute Return strategy, which aims to protect capital while offering a comparable risk-return profile to bond investments.

Syz said all these multi-asset strategies share the benefits of a common and formalised 3-leg investment process that has been developed and refined over 15 years: Economic Cycle Analysis, a detailed and standardised macro-economic analysis of the leading global economies, Asset Valuation Analysis, focussed on asset class valuations and the Investment Strategy Group, which ranks investment preferences based on the first two analyses. This shared investment process drives asset allocations in the various funds according to their specific objectives and risk profiles.

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