Robert J. Olloz

Banque CIC SA (Suisse) is a conservative investment manager focused on long-term capital preservation. The bank customizes their investment approach to their clients' profile. Focused on market trends, their investment strategy is defined by a committee and revised periodically. The bank's own assets are invested in fixed-income, hedging interest risks with swaps and futures. Their investment processes are either active or passive. Their CIC/CIAL family of funds tracks the indexes of major stock and bond markets. Banque CIC SA (Suisse) manages multi-manager portfolios invested in their own funds, in third-party structured products and funds (equity, bond and money-market funds), as well as in alternative investments and ETFs. Some of the bank's multi-manager portfolios exclude in-house products. Research is performed in-house and supplemented with third-party analysis.