OUR SOLUTIONS
Tailored Solutions
for Institutional Growth
Institutional Clients
We work closely with our clients to understand their specific goals, challenges, and market dynamics. By leveraging our extensive international network and collaborating with leading Swiss securities houses and asset managers, we ensure access to cutting-edge financial products that drive institutional success.
Bridging Global Opportunities
Crossinvest is dedicated to serving institutional clients—banks, asset managers, insurance companies, corporates, family offices, and more—within emerging markets. We navigate the complexities of rapid growth, shifting regulations, and the rising demand for innovative financial solutions.
Through trusted partnerships, we act as a vital link between Western and Eastern financial institutions, combining advanced expertise with regional insights to foster mutual growth and success.
INSTITUTIONAL SOLUTIONS
Fields of Solutions
Crossinvest supports clients in the following areas:
Fixed Income Management
Focusing on credit and duration management, combining detailed borrower analysis with active duration strategies, resulting in bespoke, actively managed bond portfolios across multiple segments.
Equities & Alternative Solutions
Helping clients explore equity and liquid alternative strategies, enhancing returns and diversification by exploiting alternative risk premia for institutional clients.
Tactical Asset Allocation
Applying systematic overlay strategies and multi-asset funds, using fundamental models to deliver tactical allocation solutions with absolute return objectives.
Asset Servicing
Providing comprehensive asset servicing, including advanced reporting solutions, automated investment reviews, risk scenarios and performance attribution, ensuring high standards of transparency and compliance.
