Investment process

Individual profile

  • We focus on your perso­nal needs and goals.
  • We work toge­ther to find the invest­ment stra­tegy that is best suited to your parti­cu­lar situation.
  • Your liqui­dity requi­re­ments influence both the stra­tegy that needs to be taken as well as the invest­ment selection.
  • In addi­tion to bespoke and successful invest­ment solu­ti­ons, this process also results in lasting client relationships.

Analysis, economy, markets, politics

  • Politics
    Political uncer­tain­ties are incre­a­singly impac­ting global econo­mic deve­lo­p­ments. We use leading indi­ca­tors as part of our decis­ion-making process enab­ling us to imple­ment measu­res proactively.
  • Economy
    We process econo­mic data on an ongo­ing basis, and link the results closely to our invest­ment decis­i­ons. In addi­tion to coun­try-speci­fic deve­lo­p­ments, local deve­lo­p­ments are also taken into account.
  • Markets Market and sector-speci­fic deve­lo­p­ments and key indi­ca­tors provide infor­ma­tion about growth poten­tial as well as trends. We deploy the results when selec­ting invest­ments and when balan­cing oppor­tu­ni­ties and risks.

Investment Committee

  • The Committee, consi­sting of expe­ri­en­ced invest­ment profes­sio­nals, deci­des on the binding tacti­cal asset allo­ca­tion (TAA) for all invest­ment profiles.
  • Tactical decis­i­ons have a major impact on invest­ment outco­mes. The Committee deci­des prima­rily on the weight­ing per asset class and region.
  • The decis­ion-making process entails obser­ving the over­all invest­ment policy envi­ron­ment on an ongo­ing basis as well as prepa­ring fore­casts on all rele­vant factors.

Model portfolio

  • Implementation of the tacti­cal decisions.
  • Investment selec­tion based on sector and indu­stry prospects.
  • Selection of actively or passi­vely mana­ged invest­ment funds to cover special topics.

Implementation

  • Implementing the invest­ment decis­i­ons in your portfolio.
  • Cost-effec­tive reali­sa­tion of allo­ca­tion adjustments.
  • Careful proce­s­sing within the context of existing market prices and market depth.

Ongoing monitoring

  • Your port­fo­lio is moni­to­red on a daily basis.
  • We follow macroe­co­no­mic and econo­mic policy deve­lo­p­ments closely, and use our short decis­ion-making channels.
  • Investments are compared with our expec­ta­ti­ons, asses­sed and checked for effec­ti­ve­ness within the port­fo­lio context.

In accordance with the European Union’s under­stan­ding of sustaina­bi­lity, sustaina­bi­lity should not only be limi­ted to ecolo­gi­cal aspects, but should rather take the entire ESG spec­trum (envi­ron­ment, social and gover­nance) into account. In this regard, Livalor Asset Management Ltd. is subject to disclo­sure requi­re­ments under the Sustainable Finance Disclosure Regulation (SFDR).

In compli­ance with these disclo­sure obli­ga­ti­ons, we disc­lose the following:

Livalor Asset Management Ltd. is aware of its respon­si­bi­lity to ensure a future worth living for the next gene­ra­ti­ons. We have ther­e­fore been taking certain sustaina­bi­lity crite­ria into account for a long time in the context of asset manage­ment and, for exam­ple, refrain from buying compa­nies from the gambling, war mate­rial and porno­gra­phy sectors as direct investments.

We are curr­ently not imple­men­ting the stra­te­gies for inclu­ding sustaina­bi­lity risks in the invest­ment decis­ion-making process provi­ded by EU regu­la­ti­ons and conse­quently do not take into account the adverse effects on sustaina­bi­lity factors. One of the reasons for this is that not all rele­vant infor­ma­tion is available yet. However, our remu­ne­ra­tion policy in no way crea­tes nega­tive incen­ti­ves to ignore sustaina­bi­lity risks.

Livalor Asset Management Ltd follows deve­lo­p­ments in this area closely and provi­des infor­ma­tion on any adjust­ments here.

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