{"id":85445,"date":"2020-04-26T01:50:44","date_gmt":"2020-04-26T01:50:44","guid":{"rendered":"https:\/\/1875.ch\/expertise\/asset-management\/bespoke-portfolio\/"},"modified":"2020-11-01T23:46:16","modified_gmt":"2020-11-01T23:46:16","slug":"zusammenstellung-portfolios","status":"publish","type":"page","link":"https:\/\/1875.ch\/de\/expertise\/vermogensverwaltung\/zusammenstellung-portfolios\/","title":{"rendered":"Zusammenstellung des Portfolios"},"content":{"rendered":"

[vc_row row_height_percent=“0″ override_padding=“yes“ h_padding=“2″ top_padding=“5″ bottom_padding=“2″ overlay_alpha=“50″ gutter_size=“3″ column_width_percent=“100″ shift_y=“0″ z_index=“0″][vc_column column_width_percent=“100″ align_horizontal=“align_center“ gutter_size=“3″ overlay_alpha=“50″ shift_x=“0″ shift_y=“0″ shift_y_down=“0″ z_index=“0″ medium_width=“0″ mobile_width=“0″ width=“1\/1″][vc_custom_heading heading_semantic=“h1″ separator=“yes“ separator_color=“yes“ sub_lead=“yes“ css_animation=“curtain“ animation_delay=“200″]Asset Management:
\nPortfolios nach Mass[\/vc_custom_heading][\/vc_column][\/vc_row][vc_row row_height_percent=“0″ overlay_alpha=“50″ gutter_size=“3″ column_width_percent=“100″ shift_y=“0″ z_index=“0″][vc_column width=“1\/1″][vc_column_text]<\/p>\n

Wenn wir Ihr Portfolio aufbauen oder umstrukturieren, basieren unsere Entscheidungen auf einem formalisierten Verfahren, das Ihr Profil und Ihre Bed\u00fcrfnisse ber\u00fccksichtigt, welche zu einer massgeschneiderten Verm\u00f6gensallokation f\u00fchren.<\/h4>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_height_percent=“0″ override_padding=“yes“ h_padding=“7″ top_padding=“2″ bottom_padding=“2″ overlay_alpha=“50″ gutter_size=“3″ column_width_percent=“100″ shift_y=“0″ z_index=“0″][vc_column width=“1\/1″][vc_single_image media=“83370″ media_width_percent=“100″ css_animation=“alpha-anim“ animation_speed=“500″ animation_delay=“500″][\/vc_column][\/vc_row][vc_row row_height_percent=“0″ overlay_alpha=“50″ gutter_size=“3″ column_width_percent=“100″ shift_y=“0″ z_index=“0″][vc_column width=“1\/2″][vc_column_text text_lead=“yes“]<\/p>\n

Zahlreiche Tools<\/h4>\n

Die Konzeption Ihres Portfolios basiert auf einem besonders stringenten Verfahren, das strategische \u00dcberlegungen, makro\u00f6konomische Analysen, Risikomanagement und Optimierungsprozesse umfasst.[\/vc_column_text][\/vc_column][vc_column width=“1\/2″][vc_column_text text_lead=“yes“]Bei all diesen Aspekten des Portfolio-Managements verwenden wir Tools, um eine h\u00f6chstm\u00f6gliche Effizienz sowie eine Limitierung des mit kognitiven Verzerrungen verbunden Risikos zu gew\u00e4hrleisten.[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_height_percent=“0″ overlay_alpha=“50″ gutter_size=“3″ column_width_percent=“100″ shift_y=“0″ z_index=“0″][vc_column column_width_percent=“100″ gutter_size=“3″ overlay_alpha=“50″ shift_x=“0″ shift_y=“0″ shift_y_down=“0″ z_index=“0″ medium_width=“0″ mobile_width=“6″ width=“1\/1″][vc_column_text]<\/p>\n\n\n\n\n\n\n\n\n
Modell f\u00fcr die Verm\u00f6gensallokation<\/strong><\/td>\nLongview Economics<\/td>\n\n
    \n
  • Strategische Allokation<\/li>\n
  • Taktische Allokation<\/li>\n
  • Quantitative Analysen \/ Makroanalysen<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
Risikomanagement<\/strong><\/td>\nSunGrad APT<\/td>\n\n
    \n
  • Risikokennzahlen des Portfolios<\/li>\n
  • Portfoliodiagnose<\/li>\n
  • Stresstests<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
Optimierung Rendite \/ Risiko<\/strong><\/td>\nSilex<\/td>\n\n
    \n
  • Zusammenstellung des Portfolios<\/li>\n
  • Auswahl von Aktien<\/li>\n
  • Optimierung Risiko \/ Rendite<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
Obligationenanalysen<\/strong><\/td>\nBloomberg<\/td>\n\n
    \n
  • Markt-Screening<\/li>\n
  • Kreditrisikoanalysen<\/li>\n
  • Analysen der Zinss\u00e4tze<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
Fondsanalysen<\/strong><\/td>\nMorningstar<\/td>\n\n
    \n
  • Quantitative Analysen<\/li>\n
  • Peer-Group-Analysen<\/li>\n
  • \u00dcberwachung der Performances\/Risiken<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n
CRM \/ PMS<\/strong><\/td>\nMydesq<\/td>\n\n
    \n
  • 1875 PMS\/CRM<\/li>\n
  • Reporting<\/li>\n
  • Konsolidierung<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=“1\/1″][vc_empty_space empty_h=“2″][\/vc_column][\/vc_row][vc_row][vc_column width=“1\/1″][uncode_block id=“85101″][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

    [vc_row row_height_percent=“0″ override_padding=“yes“ h_padding=“2″ top_padding=“5″ bottom_padding=“2″ overlay_alpha=“50″ gutter_size=“3″ column_width_percent=“100″ shift_y=“0″ z_index=“0″][vc_column column_width_percent=“100″ align_horizontal=“align_center“ gutter_size=“3″ overlay_alpha=“50″ shift_x=“0″ shift_y=“0″ shift_y_down=“0″ z_index=“0″ medium_width=“0″ […]<\/p>\n","protected":false},"author":12,"featured_media":0,"parent":85443,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-85445","page","type-page","status-publish","hentry","page_category-asset-management-de"],"yoast_head":"\nZusammenstellung des Portfolios - 1875 Finance<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/1875.ch\/de\/expertise\/vermogensverwaltung\/zusammenstellung-portfolios\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Zusammenstellung des Portfolios - 1875 Finance\" \/>\n<meta property=\"og:description\" content=\"[vc_row row_height_percent=“0″ override_padding=“yes“ h_padding=“2″ top_padding=“5″ bottom_padding=“2″ overlay_alpha=“50″ gutter_size=“3″ column_width_percent=“100″ shift_y=“0″ z_index=“0″][vc_column column_width_percent=“100″ align_horizontal=“align_center“ gutter_size=“3″ overlay_alpha=“50″ shift_x=“0″ shift_y=“0″ shift_y_down=“0″ z_index=“0″ medium_width=“0″ […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/1875.ch\/de\/expertise\/vermogensverwaltung\/zusammenstellung-portfolios\/\" \/>\n<meta property=\"og:site_name\" content=\"1875 Finance\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/1875finance\/?fref=ts\" \/>\n<meta property=\"article:modified_time\" content=\"2020-11-01T23:46:16+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Gesch\u00e4tzte Lesezeit\" \/>\n\t<meta name=\"twitter:data1\" content=\"2\u00a0Minuten\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/1875.ch\\\/de\\\/expertise\\\/vermogensverwaltung\\\/zusammenstellung-portfolios\\\/\",\"url\":\"https:\\\/\\\/1875.ch\\\/de\\\/expertise\\\/vermogensverwaltung\\\/zusammenstellung-portfolios\\\/\",\"name\":\"Zusammenstellung des Portfolios - 1875 Finance\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/1875.ch\\\/de\\\/#website\"},\"datePublished\":\"2020-04-26T01:50:44+00:00\",\"dateModified\":\"2020-11-01T23:46:16+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/1875.ch\\\/de\\\/expertise\\\/vermogensverwaltung\\\/zusammenstellung-portfolios\\\/#breadcrumb\"},\"inLanguage\":\"de\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/1875.ch\\\/de\\\/expertise\\\/vermogensverwaltung\\\/zusammenstellung-portfolios\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/1875.ch\\\/de\\\/expertise\\\/vermogensverwaltung\\\/zusammenstellung-portfolios\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/1875.ch\\\/de\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Expertise\",\"item\":\"https:\\\/\\\/1875.ch\\\/de\\\/expertise\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Verm\u00f6gensverwaltung\",\"item\":\"https:\\\/\\\/1875.ch\\\/de\\\/expertise\\\/vermogensverwaltung\\\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Zusammenstellung des Portfolios\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/1875.ch\\\/de\\\/#website\",\"url\":\"https:\\\/\\\/1875.ch\\\/de\\\/\",\"name\":\"1875 Finance\",\"description\":\"The Financial Place to Be\",\"publisher\":{\"@id\":\"https:\\\/\\\/1875.ch\\\/de\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/1875.ch\\\/de\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"de\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/1875.ch\\\/de\\\/#organization\",\"name\":\"1875 Finance\",\"url\":\"https:\\\/\\\/1875.ch\\\/de\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"de\",\"@id\":\"https:\\\/\\\/1875.ch\\\/de\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/1875.ch\\\/wp-content\\\/uploads\\\/2020\\\/03\\\/1875-logo.png\",\"contentUrl\":\"https:\\\/\\\/1875.ch\\\/wp-content\\\/uploads\\\/2020\\\/03\\\/1875-logo.png\",\"width\":220,\"height\":220,\"caption\":\"1875 Finance\"},\"image\":{\"@id\":\"https:\\\/\\\/1875.ch\\\/de\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/1875finance\\\/?fref=ts\",\"https:\\\/\\\/www.youtube.com\\\/channel\\\/UCZA0ykjGQrrEA3GBFkn8cAg\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Zusammenstellung des Portfolios - 1875 Finance","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/1875.ch\/de\/expertise\/vermogensverwaltung\/zusammenstellung-portfolios\/","og_locale":"de_DE","og_type":"article","og_title":"Zusammenstellung des Portfolios - 1875 Finance","og_description":"[vc_row row_height_percent=“0″ override_padding=“yes“ h_padding=“2″ top_padding=“5″ bottom_padding=“2″ overlay_alpha=“50″ gutter_size=“3″ column_width_percent=“100″ shift_y=“0″ z_index=“0″][vc_column column_width_percent=“100″ align_horizontal=“align_center“ gutter_size=“3″ overlay_alpha=“50″ shift_x=“0″ shift_y=“0″ shift_y_down=“0″ z_index=“0″ medium_width=“0″ […]","og_url":"https:\/\/1875.ch\/de\/expertise\/vermogensverwaltung\/zusammenstellung-portfolios\/","og_site_name":"1875 Finance","article_publisher":"https:\/\/www.facebook.com\/1875finance\/?fref=ts","article_modified_time":"2020-11-01T23:46:16+00:00","twitter_card":"summary_large_image","twitter_misc":{"Gesch\u00e4tzte Lesezeit":"2\u00a0Minuten"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/1875.ch\/de\/expertise\/vermogensverwaltung\/zusammenstellung-portfolios\/","url":"https:\/\/1875.ch\/de\/expertise\/vermogensverwaltung\/zusammenstellung-portfolios\/","name":"Zusammenstellung des Portfolios - 1875 Finance","isPartOf":{"@id":"https:\/\/1875.ch\/de\/#website"},"datePublished":"2020-04-26T01:50:44+00:00","dateModified":"2020-11-01T23:46:16+00:00","breadcrumb":{"@id":"https:\/\/1875.ch\/de\/expertise\/vermogensverwaltung\/zusammenstellung-portfolios\/#breadcrumb"},"inLanguage":"de","potentialAction":[{"@type":"ReadAction","target":["https:\/\/1875.ch\/de\/expertise\/vermogensverwaltung\/zusammenstellung-portfolios\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/1875.ch\/de\/expertise\/vermogensverwaltung\/zusammenstellung-portfolios\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/1875.ch\/de\/"},{"@type":"ListItem","position":2,"name":"Expertise","item":"https:\/\/1875.ch\/de\/expertise\/"},{"@type":"ListItem","position":3,"name":"Verm\u00f6gensverwaltung","item":"https:\/\/1875.ch\/de\/expertise\/vermogensverwaltung\/"},{"@type":"ListItem","position":4,"name":"Zusammenstellung des Portfolios"}]},{"@type":"WebSite","@id":"https:\/\/1875.ch\/de\/#website","url":"https:\/\/1875.ch\/de\/","name":"1875 Finance","description":"The Financial Place to Be","publisher":{"@id":"https:\/\/1875.ch\/de\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/1875.ch\/de\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"de"},{"@type":"Organization","@id":"https:\/\/1875.ch\/de\/#organization","name":"1875 Finance","url":"https:\/\/1875.ch\/de\/","logo":{"@type":"ImageObject","inLanguage":"de","@id":"https:\/\/1875.ch\/de\/#\/schema\/logo\/image\/","url":"https:\/\/1875.ch\/wp-content\/uploads\/2020\/03\/1875-logo.png","contentUrl":"https:\/\/1875.ch\/wp-content\/uploads\/2020\/03\/1875-logo.png","width":220,"height":220,"caption":"1875 Finance"},"image":{"@id":"https:\/\/1875.ch\/de\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/1875finance\/?fref=ts","https:\/\/www.youtube.com\/channel\/UCZA0ykjGQrrEA3GBFkn8cAg"]}]}},"_links":{"self":[{"href":"https:\/\/1875.ch\/de\/wp-json\/wp\/v2\/pages\/85445","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/1875.ch\/de\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/1875.ch\/de\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/1875.ch\/de\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/1875.ch\/de\/wp-json\/wp\/v2\/comments?post=85445"}],"version-history":[{"count":1,"href":"https:\/\/1875.ch\/de\/wp-json\/wp\/v2\/pages\/85445\/revisions"}],"predecessor-version":[{"id":86321,"href":"https:\/\/1875.ch\/de\/wp-json\/wp\/v2\/pages\/85445\/revisions\/86321"}],"up":[{"embeddable":true,"href":"https:\/\/1875.ch\/de\/wp-json\/wp\/v2\/pages\/85443"}],"wp:attachment":[{"href":"https:\/\/1875.ch\/de\/wp-json\/wp\/v2\/media?parent=85445"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}