NOTENSTEIN LEAN MANDATE

Academic studies show that many investors allow themselves to be led by popular themes, have inadequately diversified portfolios and engage in fruitless market timing. In general, this results in lower returns and higher risks.

With a Notenstein Lean mandate, we tailor the asset allocation to your needs and manage your portfolio professionally and transparently. Liquidity, Diversification and systematic risk control form the basis of our independent instrument selection process.

Notenstein Lean

The Notenstein Lean mandate was developed for clients who would like to invest like a large institutional investor, but want to maintain a reasonable cost/return ratio. To this end, Notenstein Lean uses index-based investment instruments in combination with selected active strategies. In efficient markets, we employ passive index instruments. Conversely, in inefficient markets we use active investment instruments as they offer better opportunities for outperformance. With a minimum investment limit of just CHF 100,000, we offer private clients a customised and cost-efficient portfolio that is normally available only to large institutional investors.

Notenstein Lean Sustainable

With Notenstein Lean Sustainable, Notenstein Private Bank Ltd offers you an investment solution that is based on proven financial theory and focuses on responsible investments. This investment solution follows an independent and integrated approach that combines the advantages of a traditional portfolio with the benefits of sustainability. In each investment category, the best instruments on the market are selected by our in-house and external sustainability experts.

Notensten Lean Index

Notenstein Lean Index portfolio was developed for investors seeking a transparent and cost-efficient investment solution. To best fulfil these requirements, the portfolio exclusively employs broadly diversified passive index products (index funds and exchange traded funds) that are chosen in a systematic selection process.

Index funds and exchange traded funds are popular instruments with investors due to their broad diversification, transparency and low costs.

Notenstein Lean Eco

Notenstein Private Bank Ltd developed the Notenstein Lean Eco investment solution especially for clients who are in the process of building up their wealth. Notenstein Lean Eco is a fund-based approach that is founded on the tried-and-tested Notenstein Lean investment process. With Notenstein Lean Eco, we provide four standardised investment strategies from which you can select the solution that best suits your personal preferences, investment needs and risk tolerance.