Investment approach

How your wealth benefits from our expertise

How your wealth benefits from

our expertise

Boston/USA: Regular on-site-research destination for PLEXUS

From a partial to an all-encompassing mandate

PLEXUS provides the expertise and experience required to successfully navigate the markets in order for you to achieve our clients’ investment goals.

Customized investment solutions require continuous investment research and ongoing monitoring. PLEXUS Investments offers a high level of expertise, experience, and the necessary tools to execute and implement our clients’ investment strategy.

Three pillars for your assets to stand on

For us, successful long-term client relationships are based on trust. The US endowment style investment expertise that PLEXUS clients can rely on consists of three pillars.

Comprehensive Research

This includes:

Exclusive and detailed discussions and interaction with portfolio managers, CIO’s, principals, and other key decision-makers within an organisation, all over the world – including regular in-person meetings on site.
In-depth analysis that transcends the traditional, asset-specific publications of banks and economic institutes – for example sociological studies.
Creation and ongoing improvement and review of PLEXUS's propriatary analytic tools – for example, manager databases, digital investment plans and verification tools.
Preparation and presentation of target-oriented investment ideas, which, due to our global insights, are often unique.

Professional Execution

This includes:

Asset structuring, as an example: we will work with you to determine which tax structure is the best fit for your assets.
Strategic asset allocation is based on endowment style investing of successful US universities. The aim is to find an optimal long-term asset class mix for your individual investment goals.
Investment due diligence, where we find those investment managers who will best implement your investment goals. We emphazise the personal quality of a manager as well as its investment processes and capabilities.
Operational due diligence, in which case we examine the entire organizational structure of an investment company and its investment vehicle.
Tax and legal due diligence, where we work with partners and/or with our clients to examine and present in detail tax and legal implications of their investments.

Ongoing Monitoring

This includes:

Checks on whether respective mandates meet predefined criteria – for example, with regards to the use of funds and performance.
Quantitative and qualitative analyses – peer group comparisons, performance analyses and review meetings with managers on-site, etc.
Ongoing monitoring and periodic information for clients on the state and performance of their assets and – when necessary – suggestions for portfolio changes.

Much more than simply maximizing performance

We consider ourselves to be a competent, critical, and independent advisor. We listen to our clients and they have our full attention, so that they can determine with confidence which tasks to entrust PLEXUS with. This allows us to identify investments that are completely aligned with their goals.

We do not chase performance, create products, and we neither pick stocks or try timing the markets. We do know best in class investment managers globally in various asset classes to help execute our clients long term investment goals. We have a constant eye on the investment world – and our clients asset allocation.

We do not chase performance, create products, and we neither pick stocks or try timing the markets. We do know best in class investment managers globally in various asset classes to help execute our clients’ long-term investment goals. We have a constant eye on the investment world – and your asset allocation.

Performing ongoing risk adjustments

We pay close attention to the correlation and breakdown of:

And we always keep the investment principles of successful US university endowments in mind:

We do not follow passing market trends, but instead remain faithful to the successful endowment investment philosophy.

Investment approach

From a partial to an all-encompassing mandate

Three pillars for your assets to stand on

Comprehensive Research

This includes:

Professional Execution

This includes:

Ongoing Monitoring

This includes:

Much more than simply maximizing performance

Performing ongoing risk adjustments

PLEXUS Investments

Connected through trust.

PLEXUS Investments Ltd.