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GAM Investment Solutions (GIS)

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GAM Investment Solutions’ Retail Multi-Asset Product Range consists of funds designed to suit a range of client needs. GAM’s experienced Multi-Asset team, led by Andrea Quapp, manages five portfolios which are scaled to various equity allocations seeking to achieve varying degrees of risk-controlled capital appreciation via active asset allocation. Each has its own return objective over time.

Independence & Objectivity

  • Investing in securities, index funds, managers as appropriate
  • Open-architecture platform
  • Independent, non-proprietary managers and products

Intellectual Capital & Resources

  • Leading investment thinkers
  • Access to extensive internal and external resources
  • Well-resourced team with strong track records across product families

Governance & Transparency

  • Transparent portfolios – "no premium on complexity"
  • Independent investment and risk oversight
  • Dedicated communication, thought leadership programme

Competitive Pricing

 

  • Global scale for enhanced access and cost efficiency
  • Direct securities, index funds lower costs further
  • Transparent fee and charging structure

Investment Team

 

GAM Investment Solutions is led by Andrea Quapp, Investment Director, who joined GAM in 2001 and has more than 35 years’ investment expertise. The highly experienced team with a long heritage operates as a single multi-asset centre of excellence, offering broad expertise across a wide range of asset classes and solutions. An additional risk oversight function is performed independently by GAM’s risk teams. The GIS team is based in Switzerland.

We create fully diversified portfolios that combine GAM’s expertise in asset allocation, fund manager research and active investment management. We then scale these portfolios to various risk levels to offer clients the most suitable investment products
Andrea Quapp, Investment Director
Andrea Quapp
Lead Investment Director, Multi-Asset Class Solutions (MACS) Continental Europe
Fabio Di Grezia
Investment Manager
Julian Howard
Chief Multi-Asset Investment Strategist

Philosophy and Process

Investment Philosophy

Active multi-asset investing based on clearly defined objectives implemented simply and transparently provides a powerful combination of capital appreciation with controlled volatility. The team believes a multi-asset approach is the most effective way to achieve long-term investment goals, and active management can add significant value for clients.

Investment approach

Our approach combines active asset allocation, active portfolio construction and active risk management. First, the team analyses diverse sources of fundamental research, developing long and short-term views on asset classes and regions, setting the portfolio asset allocation framework accordingly and identifying key risk scenarios.

Next, it uses scenario analysis to test risk/return model variations, looking to capture additional returns through pricing anomalies, valuation distortions and thematic trends. This is implemented via index futures, direct securities, passive funds and active managers. Finally, the team monitors markets, portfolios and views, conducting further scenario, factor and correlation analysis, ensuring pre- and post-trade compliance with target models.

1

Independence & Objectivity

  • Highly experienced Investment Management Team with full discretionary responsibility
  • Long and successful performance track record
2

Pragmatic portfolio construction

  • Simple and transparent portfolios – “no premium on complexity”
  • Active and flexible instrument selection process
3

Client focus throughout

  • Portfolios customized to unique or pre-defined client requirements
  • Strong client interface and thought leadership programme led by dedicated senior strategist

The Retail Range

Risk-rated, Morningstar-aligned range for funds market

 
Source: GAM. * SONIA Compounded Index. Past performance is not an indicator of future performance and current or future trends. The views are those of the manager and are subject to change. For illustrative purposes only. Allocations and holdings are subject to change.

Single multi-asset centre of excellence

Based in Switzerland, internationally accessible

Institutional grade process, style and risk management

Operationally efficient, enhanced servicing and comms

Key Risks

Capital at risk

All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed.

Counterparty risk / derivatives

If a counterparty to a financial derivative contract were to default, the value of the contract, the cost to replace it and any cash or securities held by the counterparty to facilitate it, may be lost.

Credit risk / debt securities

Bonds may be subject to significant fluctuations in value. Bonds are subject to credit risk and interest rate risk.

Credit risk / non-investment grade

Non-investment grade securities, which will generally pay higher yields than more highly rated securities, will be subject to greater market and credit risk, affecting the performance of the Fund.

Currency Risk [non base currency share class]

Non-base currency share classes may or may not be hedged to the base currency of the Fund. Changes in exchange rates will have an impact on the value of shares in the Fund which are not denominated in the base currency. Where hedging strategies are employed, they may not be fully effective.

Equity

Investments in equities (directly or indirectly via derivatives) may be subject to significant fluctuations in value.

Interest Rate Risk

A rise or fall in interest rates causes fluctuations in the value of fixed income securities, which may result in a decline or an increase in the value of such investments.

Liquidity Risk (Fund of Funds)

Investments in other funds are subject to the liquidity of those underlying funds. If underlying funds suspend or defer payment of redemption proceeds, the Fund's ability to meet redemption requests may also be affected.

Operational Risk / Third Parties

Investments in other funds have direct and indirect dependence on other service providers. The Fund may suffer disruption or loss in the event of their failure.

Multi-Asset blog

Fund Information

Multi-Asset Perspectives

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Mentions légales: Les performances passées ne sont pas un indicateur des performances futures ni des tendances actuelles ou futures. Les indications pourraient se fonder sur des chiffres libellés dans une devise pouvant différer de la devise de votre pays de résidence et le rendement peut de ce fait évoluer à la hausse comme à la baisse en conséquence de fluctuations de change. Capital sous risque: Les instruments financiers engendrent un facteur de risque. Par conséquent, la valeur de l’investissement et le rendement qui en résulte peuvent varier et la valeur initiale de l’investissement investi ne peut pas être garantie. Aucune référence à un titre financier ne saurait constituer une recommandation d'achat ou de vente de ce titre.

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