Private banking - Imperative Wealth - investment strategy
Private banking - Imperative Wealth - investment strategy
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Aiming for absolute performance

WHY SETTLE FOR LUKEWARM?

The notion of performance in industry

The reign of the benchmark in brief

Typically, when the investment industry talks about performance, it most often refers to often to a benchmark. For example, a fund invested in European equities will compare with the Euro STOXX 50, the index of Europe’s 50 largest capitalizations.

Is it satisfying to compare yourself to a benchmark?

A classic fund will focus its advertising on its ability to beat its benchmark. And a lot
investors believe that the fees they pay to hold a fund are only justified if the
fund outperforms its benchmark.

However, if the benchmark performance is -25%, and your investment loses only 10%, will you be satisfied? Probably not.

Will the relative benchmark be limited?

The determinant of your performance is relative because it compares to the performance of some exponentially increasing numbers of investors have had enough of hearing about relative” performance, simply because they’ve had enough of losing money!

Our management tactics provide "absolute" performance

Absolute performance in brief

Absolute-return portfolio managers seek to generate a return on their investments. positive result every year, regardless of the circumstances, rather than beating a variable benchmark.

Expanding the investment universe

This type of approach achieves such an objective, on the one hand, by not being correlated to the equity markets.
shares or bonds, and operating in other asset classes. They generate
lagged performance relative to the rest of the portfolio, which reduces overall portfolio volatility.
portfolio, and therefore its risk.

Taking advantage of the downturn

On the other hand, they know how to take advantage of downturns and generate performance even when they’re down.
when assets lose value.

Our investment sector: ETFs

ETFs in brief

An ETF (Exchange Traded Fund) is a financial instrument listed on the financial markets. which replicate (or track) an index. The ETF market is liquid and flexible, and the Low costs make it an attractive investment instrument, and one that is becoming very popular.

Inverse ETFs for bear markets

Inverse ETFs replicate the inverse of an index’s performance. When the the ETF’s value appreciates. We can therefore use inverse ETFs to take advantage of downtrends. This keeps you active, even in a crisis.

Mutual funds of last resort

Today, there are ETFs that replicate numerous indices across several asset classes. Visit As ETFs become more and more popular, coverage tends to increase.
It may turn out, however, that there are no ETFs in certain sectors. In this case, we invest in a mutual fund. This is a choice of last resort, since a fund is less manageable than an ETF, but we do our utmost to remain active, whatever the context.

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Your partner of choice for worry-free stock market investments.

Absolute performance
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IMPERATIVE WEALTH – S.A. au Capital social de 7.100.000 Euros – R.C.S. Luxembourg B 245 693
7A, rue du Général Georges S. Patton, L-8099 STRASSEN – Luxembourg

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