GAM Investment Solutions (GIS)

Investment Philosophy

Active multi-asset investing based on clearly defined objectives implemented simply and transparently provides a powerful combination of capital appreciation with controlled volatility. The team believes a multi-asset approach is the most effective way to achieve long-term investment goals, and active management can add significant value for clients.

Investment approach

Our approach combines active asset allocation, active portfolio construction and active risk management. First, the team analyses diverse sources of fundamental research, developing long and short-term views on asset classes and regions, setting the portfolio asset allocation framework accordingly and identifying key risk scenarios.

Next, it uses scenario analysis to test risk/return model variations, looking to capture additional returns through pricing anomalies, valuation distortions and thematic trends. This is implemented via index futures, direct securities, passive funds and active managers. Finally, the team monitors markets, portfolios and views, conducting further scenario, factor and correlation analysis, ensuring pre- and post-trade compliance with target models.