Dynagest specialises in portfolio insurance, and is regarded as a major player in the development and application of dynamic ratchet management in Switzerland. With over twenty year’s experience in this technique of business, it has acquired extensive know-how and contributed actively to its expansion and diversification. Thanks to this track record, it offers its clients exclusive expertise in the field.
The key objective of ratchet management technique is to take advantage of the upside potential of a risky asset – the underlying - while limiting the downside risk linked to this asset.
allows systematic management of exposure to rises and falls in the market
provides permanent protection of initial investment capital and accrued gains
takes advantage, as much as possible, in any rise in the underlying depending on initial exposure
controls risk of the underlying
contributes to long-term portfolio growth thanks to a systematic management strategy.
a financial principle : Constant Proportion Portfolio Insurance (CPPI), a systematic exposure management technique which is designed to protect a given investment floor
a mechanical principle : the ratchet, which introduces gradual protection of accumulated profits when the market rises.
Copyright 2015. Dynagest SA. All rights reserved.