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Credit Suisse launches global asset allocation framework for clients in the Americas

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Credit Suisse has launched its Global Asset Allocation Framework for the Americas region, based on the Bank’s global investment philosophy. Credit Suisse’s resources and global reach will now provide Private Banking Americas’ clients with a fully supported strategic asset allocation for each of five risk profiles.

"We are confident that the new Global Asset Allocation Framework will allow our Relationship Managers and thereby our ultra-high net worth clients and their families to benefit from consistent investment insights and a competitive, disciplined and transparent investment decision process," says Stewart Brenner, Managing Director, and Head of the Client Advisory Group for Private Banking Americas.

The Global Asset Allocation Framework creates the foundation for target portfolios, providing Relationship Managers with an efficient, scalable resource to create client proposals.  Private Banking views and recommendations will ultimately provide clients with consistent long- and mid-term investment opinions and guidance delivered in a structured framework and process.

The time horizons of the new Global Asset Allocation Framework will be as follows:
Long-term (3 – 7 years): The Benchmark Asset Allocation (BAA) will reflect investment objectives within the selected risk budget over a full market cycle.
Mid-term (6 – 12+ months): The Strategic Asset Allocation (SAA) expresses views resulting in temporary deviations from the BAA in seeking to generate excess returns or reduce risk.

Credit Suisse continues to expand its global research publications and tools, and provide enhanced and more frequent access to some of the best minds at the Bank, including Stefan Keitel, Global Chief Investment Officer for Credit Suisse Asset Management and Private Banking, and Giles Keating, Head of Credit Suisse Private Banking Research.

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