Visio Asset Management is an independent investment management company managing over 150 million euros of assets. Visio was founded in 2009 and majority of the company is owned by the employees. We are committed to the alignment of interests between our fund unit-holders and portfolio managers. In practice, this means that majority of the financial net wealth of the portfolio managers is invested in Allocator fund.
- We are constantly seeking positions offering a good risk adjusted return
- We are actively changing the risk level of the fund with index derivatives
- We have a systematic approach to portfolio management
- We focus on strategies and markets where we have the best knowledge
Our allocation decision is based on macro analysis, investment market valuations and several momentum-based indicators. These tools enable us to determine whether we are in an equity bull or bear market. When entering a bear market, we tighten Allocator’s internal risk limits. We would for example decrease the maximum possible equity weight substantially.
Our company specific investment decisions are based on fundamental and technical analysis and cash flow modelling. Our data base consists of around 150 Northern European companies. Our portfolio managers and analysts regularly meet senior executives and sector analysts. This combined with our own valuation models enable us to form a clear long-term opinion on the return potential.
At Visio we believe in responsible investing. As an independent investment management company, it is our duty and responsibility to operate in the best interest of our clients. By including the risks and possibilities related to environmental, social and governance factors (ESG) as a part of our decision-making process we can further develop our analyses considering risk and return. We believe that by incorporating ESG factors in our investment decisions we can achieve the best long-term return for our clients.
In 2016 Visio Asset Management became a signatory to the UN PRI, the UN Principles for Responsible investment. As a signatory, we have committed ourselves to the following:
- We will incorporate ESG issues into investment analysis and decision-making processes.
- We will be active owners and incorporate ESG issues into our ownership policies and practices.
- We will seek appropriate disclosure on ESG issues by the entities in which we invest.
- We will promote acceptance and implementation of the Principles within the investment industry.
- We will report on our activities and progress towards implementing the Principles.
For more information on the Principles for Responsible Investment, please visit www.unpri.org