XO Investments serving institutional investors

For 25 years, pension funds, insurance companies, companies, organizations, and foundations have relied on XO Investments for expert investment advice and wealth management services.

Our Services

With its experience and numerous references, XO Investments is able to handle comprehensive advisory and management mandates. These services include the following, which can be contracted separately:

ALM

• Asset-Liability Matching Study
• Risk Capacity and Tolerance Definition
• Dynamic Asset-Liability Simulations

Investment Advisory

• Portfolio Audit
• Strategic Allocation Definition
• Portfolio Return and Risk Simulation
• Financial Service Provider Selection

Risk Management and Controlling

• Risk Factor Analysis
• Risk Analysis
• Investment Reporting

Governance

• Training
• Regulations
• Portfolio Management

Specialized Management

• Active or Core-Satellite Management
• Swiss Franc Bond Management
• International Bond Management – ​​Indirect Real Estate

Diversified Management

• Based on a Predefined Strategic Allocation
• Active Management in Different Asset Classes or Core-Satellite Approach
• Tactical Management
• Based on Volatility and Liquidity Profiles

Transforming Your Expectations into Results Concrete

These few words summarize our added value and our daily commitment to our institutional clients, whatever their needs.

Why choose XO Investments?

Advisory and management reinforce each other

• A broad vision of services for institutional clients
• Our combined expertise in investment advisory and wealth management allows us to optimally meet your needs

Open-mindedness

• Multi-class and multi-style analysis
• Solutions designed with pragmatism and innovation

Risk management

• Robust procedures with clear scope and objectives
• Modern and innovative tools dedicated to institutional clients

Active investment approach

• Active or core-satellite approach to asset management and advisory services
• Dynamic rebalancing

Sustainability

Our commitment aims to promote the long-term development of the financial system. We have incorporated sustainability criteria into the heart of our processes, thus affirming our determination. The integration of sustainability elements into our services is personalized, based on each client's specific sensitivities. This approach permeates every step of our investment process as well as our ALM studies. XO Investments also demonstrates its commitment as a signatory of the PRI (Principles for Responsible Investment) and as an active member of SSF (Swiss Sustainable Finance).

The XO Investments Team

The skills of our employees are the key to our success. Whether they are wealth managers, wealth advisory specialists, family offices & trusts, occupational pensions, investment, risk, compliance, IT managers, or management assistants, our team is composed of professionals with many years of experience in their respective fields.