An index family tailored to your management profile and your reference currency
Aimed at private investors, this family of reference indices gather a family of three diversified benchmark indices, with their allocations for these eight assets reflecting the three different risk and yield levels (low, medium, dynamic).
There are 9 indices divided up by risk profile- low, medium and dynamic- and by client reference currency- CHF, euro and US dollar.
BBGI Private Banking Indices
The three benchmark indices in each reference currency (CHF, USD, EUR) use a similar set up to that used by most Swiss and international banking institutions and are set out as follows:
- BBGI Group Private Banking Index « low risk »
- BBGI Group Private Banking Index « medium risk »
- BBGI Group Private Banking Index « dynamic risk »
The systemically diversified strategies of the BBGI PRIVATE BANKING Indices have generated annualized returns between +5.32% to +6.70% since 1993 to date.
Positive trend accelerate in March
As the first quarter draws to a close this month, the financial markets are on course to rise in 2024. Indeed, our three BBGI Private Banking indices all posted positive performances in March and in cumulative terms.
The low-risk strategy advanced by +1.54% and the moderate-risk approach did slightly better, climbing by +2.08% this month. The dynamic risk index turned in the best performance of the month, gaining +2.62%. Since
January, the three strategies have also achieved clearly positive performances of +1.45%, +3.00% and +4.57% respectively. Bond markets continued their upward trend in March. The domestic segment recorded a gain
of […]
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+6.70% annualized performance
BBGI Private Banking
Publication March 2024
Composition
The asset classes in our BBGI Group index family can be broken down into two main sectors:
- Traditional assets (5)
- Non-traditional assets (3)
Traditional assets are most commonly found in diversified benchmark indices. They are represented by investments in equities, bonds and real estate in Swiss francs or foreign currencies.
They are the basic investments generally selected to build diversified portfolios, both in terms of type of asset, geographic location, economic sector and currency. Often, they are the most liquid assets, the most transparent, and those that are best understood by investors.
Non-traditional assets bring together investment types that are not generally considered among the primary sources of investment, rather as opportunities to diversify the basic investments. Often they do not correlate with traditional investments and should achieve higher performance levels in the long run, although they are often more risky. The non-traditional assets selected in our indices are commodities, hedge funds and private equity.
Asset classes
- Swiss Bonds
- Global Bonds
- Swiss Equities
- Global Equities
- Global Real Estate
- Commodities
- Hedge Funds
- « Private equity »
31.12.1993 - 31.03.2024 Performance
Total return, in %
Annualized return, in %
Press Articles (in French)
Bloomberg
BBGIPBL : BBGI Private Banking Low Risk CHF
BBGIPBM : BBGI Private Banking Medium Risk CHF
BBGIPMH : BBGI Private Banking Dynamic Risk CHF
BBGIPBLE : BBGI Private Banking Low Risk EUR
BBGIPBME : BBGI Private Banking Medium Risk EUR
BBGIPBHE : BBGI Private Banking Dynamic Risk EUR
BBGIPBLU : BBGI Private Banking Low Risk USD
BBGIPBMU : BBGI Private Banking Medium Risk USD
BBGIPBHU : BBGI Private Banking Dynamic Risk USD
