Transaction netting
Opposing transactions are netted.
Our overlay solutions create added value for you in the area of tactical asset allocation and currency hedging. We provide cost-effective management of the various dimensions independently of your basic investment using derivatives according to your individual requirements.
With our comprehensive expertise, we can manage your risks individually.
Fabian Ackermann, Head of Overlay Mandates
The solution is based on your existing portfolio consisting of collective investments or direct investments in various asset classes. These basic investments result in particular foreign currency, term, country and credit exposures that could put paid to your target strategies. For comprehensive and cost-optimised management of the overall allocation, we recommend an overlay mandate as a complement to your basic investments. This will allow us, for example, to manage the foreign currency allocation or interest-rate risks on an individual basis, independently of the investment building blocks used. An overlay mandate thus gives you the additional flexibility of structuring your portfolio according to your requirements.
This website is aimed at professional/institutional investors from Switzerland. We are happy to address all other investors at swisscanto.com. Please confirm your client segment as a professional/institutional investor.