Investment process

Individual profile

  • We focus on your perso­nal needs and goals.
  • We work toge­ther to find the invest­ment stra­tegy that is best suited to your parti­cu­lar situation.
  • Your liqui­dity requi­re­ments influence both the stra­tegy that needs to be taken as well as the invest­ment selection.
  • In addi­tion to bespoke and successful invest­ment solu­ti­ons, this process also results in lasting client relationships.

Analysis, economy, markets, politics

  • Politics
    Political uncer­tain­ties are incre­a­singly impac­ting global econo­mic deve­lo­p­ments. We use leading indi­ca­tors as part of our decis­ion-making process enab­ling us to imple­ment measu­res proactively.
  • Economy
    We process econo­mic data on an ongo­ing basis, and link the results closely to our invest­ment decis­i­ons. In addi­tion to coun­try-speci­fic deve­lo­p­ments, local deve­lo­p­ments are also taken into account.
  • Markets Market and sector-speci­fic deve­lo­p­ments and key indi­ca­tors provide infor­ma­tion about growth poten­tial as well as trends. We deploy the results when selec­ting invest­ments and when balan­cing oppor­tu­ni­ties and risks.

Investment Committee

  • The Committee, consi­sting of expe­ri­en­ced invest­ment profes­sio­nals, deci­des on the binding tacti­cal asset allo­ca­tion (TAA) for all invest­ment profiles.
  • Tactical decis­i­ons have a major impact on invest­ment outco­mes. The Committee deci­des prima­rily on the weight­ing per asset class and region.
  • The decis­ion-making process entails obser­ving the over­all invest­ment policy envi­ron­ment on an ongo­ing basis as well as prepa­ring fore­casts on all rele­vant factors.

Model portfolio

  • Implementation of the tacti­cal decisions.
  • Investment selec­tion based on sector and indu­stry prospects.
  • Selection of actively or passi­vely mana­ged invest­ment funds to cover special topics.

Implementation

  • Implementing the invest­ment decis­i­ons in your portfolio.
  • Cost-effec­tive reali­sa­tion of allo­ca­tion adjustments.
  • Careful proce­s­sing within the context of existing market prices and market depth.

Ongoing monitoring

  • Your port­fo­lio is moni­to­red on a daily basis.
  • We follow macroe­co­no­mic and econo­mic policy deve­lo­p­ments closely, and use our short decis­ion-making channels.
  • Investments are compared with our expec­ta­ti­ons, asses­sed and checked for effec­ti­ve­ness within the port­fo­lio context.

Livalor Asset Management Ltd provi­des services exclu­si­vely in the field of asset management.

In line with the European Union’s under­stan­ding of sustaina­bi­lity, sustaina­bi­lity is not limi­ted to envi­ron­men­tal aspects alone, but rather encom­pas­ses the entire ESG spec­trum (Environment, Social and Governance).
In this context, Livalor Asset Management Ltd is subject to the disclo­sure obli­ga­ti­ons set out in the Sustainable Finance Disclosure Regulation (EU) 2019/2088 (SFDR).

In fulfilm­ent of these disclo­sure obli­ga­ti­ons, we state the following:

No conside­ra­tion of adverse impacts of invest­ment decis­i­ons on sustaina­bi­lity factors.

We are aware of our respon­si­bi­lity to help ensure a liveable future for future gene­ra­ti­ons. Livalor Asset Management Ltd curr­ently does not imple­ment the stra­te­gies provi­ded under the EU regu­la­ti­ons to inte­grate sustaina­bi­lity risks into the invest­ment decis­ion-making process and ther­e­fore does not consider the adverse impacts of invest­ment decis­i­ons on sustaina­bi­lity factors. This is due, among other things, to the fact that not all rele­vant and relia­ble infor­ma­tion is curr­ently available.

However, within our asset manage­ment acti­vi­ties, we apply clear invest­ment crite­ria and, for exam­ple, refrain from direct invest­ments in compa­nies opera­ting in the gambling, mili­tary equip­ment and porno­gra­phy sectors.

Our remu­ne­ra­tion policy does not include any nega­tive incen­ti­ves for disre­gar­ding sustaina­bi­lity risks. We conti­nuously moni­tor regu­la­tory and market deve­lo­p­ments in this area and will provide infor­ma­tion on any chan­ges at this point.

Status: December 2025
Last updated: December 2025

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