Public markets

Our aim is to find the best investment managers and the most efficient passive investment vehicles for our clients through our in-house Manager Selection process. We are completely independent – if fund managers change or performance relative to alternatives deteriorates, we will replace them.

Our solutions

CWS Manager Selection allocation mandate

The CWS Manager Selection allocation mandate is a globally diversified asset management portfolio that reflects our current market view.

As a discretionary solution, the strategy aims to achieve strong risk-adjusted returns through effective diversification, independent instrument selection, and visionary portfolio management.

The strategy’s neutral weights are 60% equity, 20% fixed income, and 20% liquid private assets.

Sustainability

To meet the climate goals, the asset management industry must offer solutions that promote responsible investment. Our team has a proven track record of advising family-owned companies, foundations, and institutions on the implementation of sustainable investment strategies. We’re committed to CapMan Group’s sustainability goals and have signed the United Nations Principles for Responsible Investment (UNPRI).

CWS Sustainable Future equity mandate

CapMan Wealth Sustainable Future mandate is built around a global equity strategy that invests in companies providing innovative products and services that help mitigate climate change and promote a more sustainable future. The portfolio consists of carefully selected equity funds, with an average allocation of 70% active and 30% passive alternatives.

Investment strategy building blocks

Strong target funds: We aim to find globally efficient, unique, and best portfolio managers and targets, from both an investment and sustainability perspective, utilizing our independent fund selection process.
Solutions: We invest globally in solution-focused companies that promote and support the achievement of the UN’s Sustainable Development Goals and/or broadly sustainability and environmental themes and/or EU taxonomy environmental objectives.
Low carbon footprint and quality ESG: We invest in companies that are committed to the goals of the Paris Climate Agreement, reducing carbon emissions, mitigating climate change, and companies with quality ESG profiles.
Active ownership: We invest with the best asset managers we find, who are required to have active ownership and influence in the target companies. We demand quality impact reporting and case studies of progress.
Exclusion: We require that the selected strategies implement exclusions, such as not investing in companies that violate international agreements, engage in unacceptable business practices, or participate in controversial industries.
Efficient global equity profile: In addition to sustainability-related goals, the aim is an efficient, well-diversified, and global equity portfolio that reflects the profile of the global stock market and through which strong risk-adjusted returns are targeted.

Fixed income mandate

The fixed income mandate is a solution that invests solely in fixed income assets and is managed based on our current market view, which is updated regularly. The portfolio is constructed using a selection of 5-8 active fixed income strategies that we have identified as the best in the market. These strategies are carefully chosen to provide optimal diversification and risk-adjusted returns.