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Top ranked fund selectors -Switzerland

Updated: Feb 2, 2022

SharingAlpha, the platform that allows fund selectors globally to rate their preferred funds and build

up a performance ranking of their own and published a list of the top 10 ranked selectors based in

Switzerland in Europe, and globally according to their performance through the year.

Alfinas Alternative Capital Advisers is pleased to announce its ranking among the top 10 fund

selectors in Switzerland in august 2021 by SharingAlpha. `

Alfinas Advisers is a consultant specializing in multi-manager allocation and fund-of-funds portfolio

construction. We manage several model asset allocation portfolios according to four main

investment styles: factor-based, goal-based, outcome-based or volatility managed. Each model portfolio can be customized to meet the objectives and constraints of each investor.

Large Allocation to Fixed-Income and Debt

We are proud of this recognition of the quality of our fund selection and portfolio construction process. This outstanding ranking has been achieved through our core model portfolio with an underlying outcome-based investment style. The portfolio is composed of both alternative and traditional funds and incorporates a range of asset classes in a balanced multi-manager investment strategy, comprising 38% equity funds, 38% fixed-income funds, 13% multi-asset allocation funds, 8% commodity funds and 3% currency fund.

This particular mix of assets seeks to provide greater resilience to changes in market regimes (particularly in an environment of rising rates, inflation or falling equity returns) and to changes in market regimes due to exogenous shocks such as the covid-19 pandemic.

A Multi-Asset Balanced Strategy

This model portfolio gives exposure to a range of 18 underlying assets including on fixed-income side, funds investing in Global fixed-income, Euro fixed income, US fixed income, Credit, Private Debt and Mortgage; on the equity side, the underlying funds are invested in Global Equity Large-cap, Japan Equity, Europe Equity Mid/Small-cap, Technology sector Equity, Energy sector Equity, Financials sector Equity, Natural Resources sector Equity, Infrastructure sector Equity Precious Metal sector Equity, long/short equity; and other assets such Commodities Broad Basket (CTA) and Currency.

As with any multi-asset balanced product, payoffs are flexible and can be tailored to the investor's objective and risk profile, with a single asset allocation in specific stocks and bonds, sector, or geographic exposure.

We believe that along with asset allocation, fund selection is the other main driver of return generation when investing or rebalancing portfolios in a challenging environment. In the current market environment, investors who have relied on overexposure to a specific asset class, in stocks or bonds and portfolio concentration to appreciate the meaning of the saying "what goes up, must come down".

This balanced multi-asset model allocation is a unique solution that allows investors to reconcile their investment views and diversification needs. It is also an attractive investment strategy for investors with mixed objectives - for example, combining cash flow investing (CDI) to manage short-term capital flows and liability-driven investing (LDI)to manage long-term commitments - it is an effective solution to a complex, multi-phase investment challenge.

It is also an instrument to build long-term investment strategies tailored to clients' specific appetites in terms of investment horizon, risk, and reward, giving them the opportunity to explore new asset classes; this can be particularly interesting given the excellent performance of some new asset classes such as those related to the transition economy, digitization and DeFi assets (decentralized finance).

For investors who are unsure of which asset class to invest in or divest from in the current market environment, this model investment portfolio can be structured to reduce (increase) volatility and increase (reduce) liquidity by gaining exposure to passive funds or actively managed funds or a combination of both.

Moreover, in a difficult market environment, the multi-asset allocation strategy can not only simplify a complex asset allocation decision-making process but also the asset rebalancing process. This investment style can be a tool to overcome various dilemmas by automating the asset allocation mechanism and making it flexible and adaptable to different market environments without having to undertake a complete restructuring of the allocation strategy.

Our portfolio models are based on three strategic visions, representing growth, moderate and aggressive market visions, and go beyond traditional asset allocation to a more holistic approach to problem-solving. It is an approach in which, instead of having to make the difficult decision of which asset classes to invest in and how to weigh those asset classes, investors must identify the types of problems they are trying to solve.

This approach can be particularly interesting for investors seeking exposure to new and unfamiliar asset classes.

Multi-asset balanced portfolios offer investors access to a one-stop-shop for diversification of their investment strategy and the ability to gain exposure to new alternative asset classes without taking excessive risk. Because of the inherent diversification, this investment style can provide good returns but with lower volatilities.


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