This framework comprises an investment process characterized by straightforward organization, clearly defined responsibilities at each stage, and an investment approach adapted to each type of portfolio.
The result of this process is a unique combination of discipline and flexibility, with a focus on longterm yields, controlled risk, independence and objectivity in the choice of financial products. The actual investment process is undertaken in two steps. The Chief Investment Officer of Pictet North America Advisors assumes responsibility for this process, and for ensuring that the chosen strategy fits your needs while products adhere to your legal and tax requirements.
Combining centralization and decentralizationThe first stage of the process entails a centralized effort: an investment policy is formulated, resulting in the construction of several strategic asset allocation grids for our management mandates with respect to the various degrees of risk and reference currencies. At the next step, which is decentralized, the asset manager implements the investment strategy and adapts it to meet your specific needs.
International diversification of a portfolio can add significant value. The Pictet group provides acknowledged expertise outside domestic US markets, i.e. in areas like Europe, Asia and Emerging Markets.
Occasionally and in order to optimize investment results, to take advantage of local expertise and knowledge or to otherwise assist Pictet North America Advisors and thereby maximize services to you, Pictet North America Advisors might utilise a sub-advisor. A sub-advisor might be a third party or an affiliate of Pictet North America Advisors. |
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The information on this page is provided for informational purposes only and the services of Pictet North America Advisors SA are available only to its clients. Additional legal information Updated ADV II In accordance with Rule 204-3 of the Investment Advisers Act of 1940,Pictet North America Advisors SA is required to offer its clients a copy of its disclosure brochure (Form ADV Part II) at least on a yearly basis. As a result, we would be delighted to provide our clients with a copy of our most recent version upon request.
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