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Security selection is a key performance driver of convertible bond portfolios. Consequently, we apply a predominantly bottom-up driven approach. We value a convex pay-off profile, a stable bond floor and a promising outlook of the underlying equity. Our macro view influences the selection of suitable convertibles as well as the regional and sector allocation. Strict risk management ensures an adequate diversification and a continuous monitoring of the different risk metrics. A detailed performance measurement and attribution
analysis completes the process.
The financial industry also has a duty to play its part in caring for the environment and improving social standards. From an investor's point of view, the focus is also on risk minimization: Companies that do not adhere to progressive and sustainable standards, for example in goods production or mining, risk their reputation or even lawsuits. Arve Asset Management considers ESG criteria in the investment process. Information regarding the consideration of negative implications of investment decisions on sustainability factors can be found under Funds.
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