Important
information.

Publisher & supervision

Equilibrium Asset Management AG
Dreikönigstrasse 12
8002 Zürich
Switzerland

Swiss enterprise identification number (UID): CHE-192.959.141.

Equilibrium Asset Management AG is authorised by the Swiss Financial Market Supervisory Authority FINMA as a portfolio manager and is supervised by AOOS – Schweizerische Aktiengesellschaft für Aufsicht. This status does not constitute approval of the content of this website or a guarantee of any investment outcome.

General information

This website is published by Equilibrium Asset Management AG for general corporate and educational information only. Its content does not constitute investment, legal, accounting or tax advice; a personal recommendation; an offer or solicitation to acquire or dispose of any financial instrument; or an invitation to enter into an investment-management, advisory or other contractual relationship.

Descriptions of markets, investment themes and illustrative frameworks are general. They do not take account of any person's objectives, financial situation, knowledge or experience.

Investment risk

Investments involve risk, including the possible loss of capital. The value of investments and any income from them can rise or fall. Investments may be affected by company-specific, market, liquidity, currency, concentration, interest-rate, credit and other risks.

No return, income, level of volatility or preservation of capital is guaranteed. Diversification, active management and risk controls may help address certain risks but cannot eliminate them.

Models & investment process

Descriptions of models, screening criteria, fundamental analysis and investment principles are simplified summaries. Data may be incomplete, inaccurate or delayed. Models rely on assumptions, have limitations and may produce incorrect signals. Human analysis and judgement may also be wrong.

References to revenue growth, earnings growth or share-price performance do not predict future performance.

Availability & eligibility

Services or financial instruments, if any, are available only where and to persons for whom they may lawfully be provided. Website access does not mean that any service or strategy is available in your jurisdiction or suitable for you.

Any investor classification, distribution restriction and eligibility requirement is determined under applicable law and the relevant formal documents.

Accuracy & performance

We seek to present information clearly, but website content may be incomplete, become outdated or change without notice. It should not be relied upon as the sole basis for an investment decision.

This website does not currently publish product performance, portfolio holdings, fees or forecasts. If such information is later provided in approved materials, past performance will not be a reliable indicator of future results, and forecasts will not be guaranteed.

No relationship

Accessing this website, following a link or contacting Equilibrium does not create a client, advisory, fiduciary or contractual relationship. Such a relationship exists only when the relevant parties have completed all required checks and entered into definitive written agreements.

Third-party content

Links to external websites may be provided for convenience. Equilibrium does not control their content, availability, security or privacy practices and is not responsible for them. A link does not imply endorsement.

Formal documents

Before making an investment decision, obtain and review the applicable legal, regulatory, product and contractual documents and seek independent professional advice where appropriate. Approved documents prevail over any summary on this website.

Nothing on this website should be read as expanding the legal or regulatory permissions of Equilibrium Asset Management AG.

Use of the site

You may view this website for lawful personal or professional information purposes. Content, design and brand elements may not be reproduced or presented as your own without permission.