DuraWealth is a technology centric research firm and licensed asset manager with Swiss heritage. We provide systematic equity investment solutions with companies offering transformative technologies. These products reflect the structural growth, induced by Industry 4.0, and contribute to a sustainable future.
The goal of these products is to enhance the risk / reward metrics of global portfolios.
For Investment Solutions and Exchange-Traded Products,
Investing in a transforming world and in a low yield environment demands new skills and products. Traditional asset classes are expected to display low single-digit annual returns in the next years, as featured in leading expert research studies.
Digitization, automation, genomics, artificial intelligence and new related transformative and eco-efficient technologies related to the Industry 4.0 are increasing life quality and cover unmet needs. These sectors grow 3-5 times faster than the global economy and provide attractive investment options.
DuraWealth manages systematic multi-sectoral equity investment products containing listed companies that offer these transformative and eco-efficient technologies.
Systematic investing philosophy relies on a distinct set of essential principles, namely:
Long-term and ambitious goals
Being visionary, ambitious, realistic and genuine with investment approaches;
Global and panoramic views
Assessing the key drivers of structural change and unlock the most attractive investment approaches;
Acting responsibly
Thinking broadly, while acting systematically, dynamically and responsibly.
DuraWealth provides asset owners, qualified investors and family offices with superior systematic global equity investment solutions.
DuraWealth employs proven quantitative and qualitative investment processes including assessment of IP-Portfolios at company level.
– Managing superior equity index solutions meeting societal needs
– Assessing societal impacts of disruptive technologies
– Applying state-of the-art risk management techniques
– Taking care of the client’s growing investment needs.
– We provide superior systematic global equity and alternative investing over a decade
– Linking our profound scientific skills with systematic investing gives us a competitive edge (see the section «Systematic Investing»).
– DuraWealth believes in long-term strategies that address social, technology, demographics and climate shifts and in the human ingenuity to address them
– DuraWealth innovates with its systematic equity investing.
– DuraWealth uses index-based and quantitative approaches and apply them to all asset classes
– DuraWealth focuses on long-term strategies, with no emotional decisions.
