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.

Sustainability

Livalor Asset Management Ltd exclu­si­vely provi­des asset manage­ment services. In line with the European Union’s approach, we under­stand sustaina­bi­lity not only in envi­ron­men­tal terms, but across the entire ESG spec­trum of envi­ron­men­tal, social and gover­nance factors. As a Liechtenstein asset manage­ment company, we are subject to the disclo­sure requi­re­ments of the EU Sustainable Finance Disclosure Regulation (Regulation (EU) 2019/2088, SFDR), which has been appli­ca­ble in Liechtenstein since 1 May 2022.

Sustainability Risks

Sustainability risks are envi­ron­men­tal, social or gover­nance events or condi­ti­ons whose occur­rence could have a mate­rial adverse effect on the value of an invest­ment. They are ther­e­fore taken into account irre­spec­tive of any sustaina­bi­lity prefe­rence expres­sed by the client:

  • For all manda­tes, we exclude direct invest­ments in compa­nies opera­ting in the gambling, weapons and porno­gra­phy sectors.
  • The assess­ment is based on a sustaina­bi­lity score deri­ved from MSCI’s ESG rating and supple­men­ted by ESG momen­tum, busi­ness prac­ti­ces, busi­ness acti­vi­ties and contri­bu­ti­ons to the United Nations Sustainable Development Goals.

There is no uniform defi­ni­tion of sustaina­bi­lity in asset manage­ment; assess­ments may ther­e­fore vary depen­ding on the data and rating source used.

Sustainability Preferences

We assess the sustaina­bi­lity prefe­ren­ces of all clients as part of the inve­stor profile. Clients may choose from four levels: sustaina­bi­lity-neutral, respon­si­bi­lity-orien­ted, sustaina­bi­lity-conscious and sustaina­bi­lity-orien­ted. The selec­ted level is docu­men­ted in an adden­dum to the Asset Management Agreement and inclu­des binding mini­mum requi­re­ments for indi­vi­dual secu­ri­ties and the over­all port­fo­lio. At the “sustaina­bi­lity-neutral” level, we do not apply any speci­fic sustaina­bi­lity prefe­rence requi­re­ments; howe­ver, sustaina­bi­lity risks conti­nue to be taken into account.

Principal Adverse Impacts on Sustainability Factors

We curr­ently do not publish a state­ment on the prin­ci­pal adverse impacts of invest­ment decis­i­ons on sustaina­bi­lity factors. This is due to the size and resour­ces of our company as well as the incom­plete avai­la­bi­lity of relia­ble and compa­ra­ble data, parti­cu­larly outside Europe.

Remuneration Policy

Our remu­ne­ra­tion policy is consi­stent with the inte­gra­tion of sustaina­bi­lity risks and does not provide incen­ti­ves to disre­gard sustaina­bi­lity risks or to take inap­pro­priate sustaina­bi­lity risks.

As at: 1 July 2026

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