Vision & Ethics
How to invest in global, increasingly interconnected markets? Where to find diversification? Robustness over performance? Are we able to afford ethical behaviour in capital markets paced by algorithms?
Panthera Solutions and its world view.
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Vision & Panthera Solutions
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Our vision.
Achieving robustness in strategic asset allocation through (i) state-of-the-art quantitative and qualitative research on global macro trends, (ii) the capabilities to design and assess adequate investment structures, (iii) granted access to added-value strategies and products through a strong industry network, and (iv) our services performed on the basis of an authentic set of ethical values.
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Our core believes.
Capital and money markets operate at the core of strongly fragmented and specialized societies. Being the glue between main street exchange processes, the functionality of those markets in capital transfer and risk assessment is of crucial relevance. Capital and money markets have to serve a society, is it regional, national or global.
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Our basal research assumptions.
- convergence of alternative and standard asset classes will continue
- further integration of the world economy – the rising correlation between standard asset classes will continue
- in the long run, open societies succeed over closed societies
- liberal economies with strong regulators yield a higher innovation ability than neo-liberal or planned economies
- over time, increasing inequality in wealth distribution destabilizes societies
- value creation needs time
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Ethics & Panthera Solutions
“Finance is a people´s business. Its most essential foundation is trust.”
Markus Schuller
Our ethical imperative.
- Act with integrity, competence, diligence, respect and in an ethical manner with the public, clients and prospective clients in the investment profession and other participants in the global capital markets.
- Maintain the confidentiality of client information.
- Act with fairness, loyalty and prudence in all dealings with clients.
- Avoid conflicts of interest and fully disclose all relevant information.
- Use reasonable care and exercise independent professional judgment when conducting investment analysis, making investment recommendations and engaging in other professional activities.
- Maintain and improve Panthera´s professional competence and strive to maintain and improve the competence of other investment professionals.
