Institut für Vermögensaufbau

Institut für Vermögensaufbau

Institut für Vermögensaufbau

Independent certification of investment solutions

The renowned Institut für Vermögensaufbau based in Munich, in collaboration with the independent company Swiss Benchmarking AG, has awarded its top quality seal (5 stars) to the investment solutions of Maerki Baumann & Co. AG. The quality tests are based on scientific methods developed with the aid of Professor Thorsten Hens, head of the Department of Banking and Finance at the University of Zurich. The top quality seal certifies that the portfolios of Maerki Baumann and Co. AG are suited for long-term asset growth and protection of capital.

Certification process

As part of the certification process, the asset management mandates of Maerki Baumann & Co. AG undergo a quarterly screening procedure which examines the following criteria:

  • Risks and potential rewards of the portfolios
  • Expected value growth over 3 years (on average and under unfavourable conditions)
  • Conditional loss risk over 3 years
  • Variance in returns around the average expected value growth over 3 years
  • Sensitivity towards external risks and susceptibility to stress scenarios

Transparency and normal market pricing are the final prerequisites an investment solutions must meet in order to qualify for certification.

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