How does the portfolio management mandate work?

The portfolio management mandate OPA-focussed invests in a similar way to an average Swiss pension fund – whether in equities, bonds or real estate. Adherence to the investment strategy has top priority and is ensured by an intelligent rebalancing process: If the defined bandwidths are violated, for example through strong overweighting or underweighting of individual asset classes, these are brought back to the strategic weightings through targeted transactions. This intelligent rebalancing process is based on fixed rules, meaning that human emotions do not negatively influence investment decisions. 


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