"“PassivePlus” trusts solely in objectively measurable quantitative and economic criteria. All active funds analysed must have a long track record as well as an economically stringent and academically verifiable investment philosophy. We do not invest in “new ideas” and “current market trends“. Before we start to select active managers, we always answer the question whether given asset classes cannot be more efficiently covered by cost-efficient passive funds. Fully passive portfolios are, hence, also an implementation option we have significant experience with.
The “PassivePlus” top priorities are focused on the fundamental principles of risk management and on highest possible diversification – by asset classes, risk premiums, managers, alpha sources and investment styles. The desired result is a benchmark-oriented and efficient portfolio that offers an academically stringent and empirically outperforming investment approach to both institutional and private investors.