Dynagest is a competence centre specialising in quantitative asset management, with experience in ratchet management that is unique in Switzerland. The Company has also built a solid reputation in index tracking and enhanced indexing. Its service offering is further enhanced by the integration of new quantitative approaches, such as minimum variance and the application of portfolio insurance principles to currency overlay techniques.

Dynagest's hallmark is its ability to remain at the cutting edge while ensuring seamless continuity in its approach. This is reflected in the efficient, personalised and innovative solutions it offers investors.

Dynagest is a leading Swiss contributor to the development and application of ratchet management techniques. It has close to fifteen years of experience in this management method, exploring its potential, and actively contributing to perfecting and broadening the scope of these techniques. The synergies obtained with other quantitative management techniques have opened up new opportunities for the Company's portfolio insurance and ratchet management products. This track record has given Dynagest exclusive expertise in the field.

For instance, since 1996, Dynagest has been applying portfolio insurance and ratchet management to currency overlays. With the growing international diversification of portfolios, currency overlays offer an efficient means of controlling risk resulting from exposure to foreign currencies. Dynagest's extensive experience associated to the flexibility and transparency of its approach, makes it a leader in this field in Switzerland.

Dynagest is a leading Swiss contributor to the development and application of ratchet management techniques. It has close to fifteen years of experience in this management method, exploring its potential, and actively contributing to perfecting and broadening the scope of these techniques. The synergies obtained with other quantitative management techniques have opened up new opportunities for the Company's portfolio insurance and ratchet management products. This track record has given Dynagest exclusive expertise in the field.

For instance, since 1996, Dynagest has been applying portfolio insurance and ratchet management to currency overlays. With the growing international diversification of portfolios, currency overlays offer an efficient means of controlling risk resulting from exposure to foreign currencies. Dynagest's extensive experience associated to the flexibility and transparency of its approach, makes it a leader in this field in Switzerland.

Dynagest is a specialist in international fixed income management, offering a comprehensive range of fixed rate investment approaches : portfolio insurance on long-term rates, index tracking, enhanced index tracking or active management. Systematic monitoring of currency risk exposure is an integral part of its service. By combining recognised fundamental research and established quantitative expertise Dynagest is able to provide a very broad spectrum of management techniques.

Index tracking aims to replicate the performance of an index as closely as possible while strictly containing risk. Enhanced index tracking aims to outperform the benchmark index by holding a selection of assets, while maintaining a risk profile very close to that of the benchmark.

The management principles applied in the fixed income field are similar to stock-based tracking, but the techniques differ because of the different characteristics of this type of securities. Dynagest has developed a proprietary methodology based on the Key Rate Durations concept. Using this tool, portfolios can be created whose sensitivity to shifts in the yield curve is identical to that of the index.

Compared with traditional active management, these approaches have the advantage of containing the risk of underperformance within a predefined range.

Through the integration of expertise in thematic equity management and in the selection of external managers, Dynagest has developed an active equity management process for global equity markets. This approach uses quantitative models to build portfolios, in conjunction with fundamental research on investment themes. It has the advantage of being able to generate relative outperformance or “alpha” in a pre-defined and controlled risk environment

Dynagest has developed a dynamic approach to asset allocation which offers better control of overall portfolio risk. The investment process is based on recent theoritical work which enables dynamic modelling of volatility and correlation risk in different asset classes. Dynagest's dynamic asset allocation can be used as a decision-making tool by the client's investment committee or integrated into Dynagest's balanced mandates.