Asset Management

Our main focus is asset allocation and risk management. We will try to find the best asset allocation given the economic- and market conditions at any given time. Once the asset allocation has been decided we will select fund managers and investment instruments which are most suitable to construct the portfolio. In order to achieve this we use our extensive asset management expertise, experience and methods.

Outsourcing

Outsourcing the management of part or all of your assets can have various good reasons. Maybe you do not want to spend much time and effort on the day to day management of your assets for example. Or maybe you don't feel comfortable doing it yourself. Taler Asset Management can be your partner in all such situations.

For larger portfolios we can offer either our investment advisory service or a managed account. In investment advisory we will act as your guide and sparring partner but will not actually manage your assets. In a managed account you transfer the management of your assets to us, according to guidelines that we determine together.

For smaller portfolios it is difficult to achieve a solid diversification over asset classes and fund managers or investment instruments. One of the big advantages of outsourcing the management of a  smaller amount of assets is that a level of diversification can be achieved which is normally only accessible to larger (institutional) investors. For this purpose Taler Asset Management offers two investment funds, The Taler Focus fund and the Systema trend fund. Both funds are managed according to our basic priciples but have different risk/return profiles.

Alignment of interest

In any form of co-operation Taler Asset Management always directly passes on all negotiated discounts and retrocessions to its clients. This way our earnings are directly linked to (the growth of) your assets and our interests are fully aligned with the interests of our clients.