- We aim to generate more net income with less risk and lower advisory and asset management costs, so that you can optimally increase your wealth over the long term.
- We determine an investment strategy for you that is geared to your assets, your goals, your risk budget and the realities of the financial markets.
- We support you in avoiding non-compensated market risks so that your assets can grow systematically.
- We help you to achieve your goals.
We cannot handle all tasks on our own. We are part of a network of economists, lawyers, construction experts, inheritance specialists and others who can take care of all the tasks involved. ECOFIN Portfolio Solutions AG sees itself as your direct contact for investment questions and as an access point to this network of specialists.
If you choose us as your partner for asset management, we will support you in the long term and with our extensive experience. As a family-managed asset manager, we know the importance of stability and reliability. We invest accordingly in long-term relationships with our clients.
“In order to reduce risks in asset management, the investment strategy for each client must be determined according to goals and obligations. We have the expertise to understand your situation in order to find the right investment strategy for you using scientific methods and to implement it cost-effectively”.
An investment strategy that is tailored to your personal needs contributes by far the most to investment success, because in this way many risks that are not compensated on the markets can be avoided.
We have the know-how and practical experience to find the best investment strategy for you using scientific methods. We take into account your asset structure, your investment objectives, your liquidity needs and your risk tolerance. We build on tried and tested financial market models and stress tests to determine the best investment strategy even in uncertain times.
Based on the individual investment strategy determined for you, we define your specific benchmark that reflects your investment strategy 1:1. Based on the development of the benchmark and the development of the specific portfolio, you can easily and transparently track the success of the specific implementation at any time.
Our investment solution is based on the ECOFIN platform, on which the capital of all investors is pooled virtually. This approach enables us to offer cost-effective services for individual investment solutions.
The ECOFIN platform offers investment products that can otherwise only be used in portfolios of large institutional investors.
We report all types of fees, the performance of the benchmark and your portfolio transparently and completely at all times.
APPROPRIATE INVESTMENT STRATEGY
The investment strategy is the most important factor for long-term investment success. With the individual strategy, which is geared to your goals and your risk tolerance, you are optimally positioned – even in difficult market phases.
When implementing the investment strategy in the specific portfolio, we use broadly diversified investment products with low product and custody account costs. We avoid speculation with individual securities.
YIELD ADVANTAGE THROUGH COST ADVANTAGE
Our solution is characterized by significantly lower costs compared to conventional investment solutions. The example below shows how important low costs are for a high return.
KEEPING AN OVERVIEW
Our solution is completely transparent and easy to understand. Your strategy is reflected with an explicit benchmark and is continuously compared with the value of the portfolio. In this way, you can easily check the quality of our service and the performance of your portfolio at any time. We provide you with a comprehensive and easy-to-understand report on a regular basis.
INDEPENDENCE AND TRANSPARENCY
Our independence from banks and other providers ensures that we can represent your interests effectively and efficiently. We do not sell our own investment products and provide detailed information on costs and performance.
With us you have a partner who will support you in the long term with comprehensive experience.
As a family-managed asset manager, we know the importance of stability and reliability. We invest accordingly in long-term relationships with our clients.
Costs are an essential success factor for the development of your assets. This becomes particularly apparent in times of negative interest rates. Calculation examples for capital accumulation and capital reduction show this fact very clearly:
CALCULATION EXAMPLE FOR CAPITAL ACCUMULATION
A portfolio of CHF 10 million is assumed.
If 4% instead of 3% per annum can be generated on this amount due to lower administrative costs, after 10 years the investment income will be CHF 4.8 million instead of CHF 3.4 million, i.e. CHF 1.4 million or 41% more.
CALCULATION EXAMPLE FOR CAPITAL REDUCTION
A portfolio of CHF 10 million is assumed.
You ask yourself how often CHF 0.5 million per year can be withdrawn from the portfolio if, on average, 4% instead of 3% is generated due to lower administrative costs. With a capital yield of 4% per year, this is a good 41 years. With an investment income of 3% per annum, it is around 31 years, i.e. 10 years less. In Swiss francs and in relation to the foundation assets, this is a huge difference.
ECOFIN Portfolio Solutions AG was founded ten years ago at the suggestion of a large foundation with the aim of combining excellent consulting with low implementation costs.
Low advisory, management, custodian, product and transaction costs are a decisive factor in the success of a foundation, as is the reclaiming of withholding taxes on dividends from foreign shares. This is all the more true if projects are to be financed solely from the return on assets.
For this reason, ECOFIN has created a platform with a specialized value chain, where the division of labor and specialization lead to low costs. We pass on the cost advantages directly to our clients. Thanks to the virtual pooling of all clients’ assets, we can pass on the low prices even for smaller assets.
If you would like to find out more about our services and asset management for private clients, please contact Alexandra Janssen, Prof. Dr. Martin Janssen or Andreas Glatter.
Prof. Dr. Martin Janssen
Mobile: +41 79 413 2000
Alexandra Janssen, MA UZH
CEO ECOFIN Portfolio Solutions AG
Mobile: +41 79 725 9526
lic. oec. publ. et. lic. iur. Andreas Glatter
COO ECOFIN Portfolio Solutions AG
Phone: +41 43 499 3040
- ECOFIN Portfolio Solutions AG
- 8032 Zürich