The focus modules Maerki Baumann’s asset management with the modular investment solution is based on the building block principle. Your investment strategy is replicated through various building blocks in the form of modules (known as strategic and focus modules), that can be flexibly combined. Thanks to these numerous modules, you have the possibility to set individual accents in terms of markets, asset classes and risk appetite. ARRANGE CONSULTATION Small Caps SwitzerlandThe module participates in the potential offered by small and mid cap companies in Switzerland. The investment goal is to generate long-term capital growth by investing in a diversified portfolio comprising Swiss small and mid cap companies. Equities SwitzerlandThe module spans the full Swiss equity universe, offering exposure to large-cap companies and targeted allocations to high-growth small and mid-cap companies. Investments focus on equities included in the SPI. Equities EuropeThe module invests in the pan-European equity market excluding Switzerland and follows an all-cap approach. Up to 25% of the portfolio may be allocated to thematic, sector, size, or regional ETFs and funds to complement the selection of individual securities, allowing efficient and broadly diversified exposure to additional attractive investment opportunities. Equities USAFocus is placed on equities of the S&P 100 with the possible additional purchase of equities from the S&P 500. Both indices include the largest companies in the USA in terms of market capitalisation. The objective is to outperform the S&P 100 Total Return Index over the medium term through a sector-specific allocation and stock selection. Equities Global DividendThe module invests in global equities of companies with the aim of having a positive impact on the economy, society and the environment. The focus is on the sustainable development of economic and living spaces as well as relevant megatrends, e.g. new mobility. Bonds CHF/EUR/USDThe Bonds module invests directly in bonds with an investment-grade rating and is available in the currencies CHF, EUR and USD. Where appropriate opportunities arise, bonds with a high-yield rating can also be held up to a maximum weighting of 20% (in foreign currencies, if necessary), whereby these investments are made exclusively via ETFs. Bonds (ETF) CHF/EUR/USDThe Bonds (ETF) module invests exclusively via ETFs and is available in the currencies CHF, EUR and USD. Where appropriate opportunities arise, bonds with a high-yield rating can also be held up to a maximum weighting of 20% (no foreign currencies), with these investments also being made exclusively via ETFs. Crypto*The module invests in digital assets and aims to generate long-term asset growth. Focus is placed on established tokens with medium to high market capitalisation. The selection is based on fundamental and chart technical analysis. More on ARCHIP.ch CommoditiesThe module invests in commodity sectors or individual commodities by means of ETCs and certificates. The objective is to generate a return that outperforms the Constant Maturity Commodity Index (CMCI) over the medium term by selectively overweighting or underweighting sectors. Private MarketsDiversified global multi-manager private markets module with 6-8 underlying top-tier evergreen funds investing in private equity, private debt, and private infrastructure. Venture CapitalThe «Redalpine Summit Fund», the investment vehicle behind the focus module, contains a broadly diversified portfolio with selected company holdings. Real Estate*The Real Estate module invests in a broad portfolio of indirect Swiss real estate investments via the "MBC Immo Swiss – Indirect Focus L-QIF" fund. *Please note that due to German regulatory requirements we are unable to provide the services (crypto focus module) named in this brochure to our clients domiciled in Germany. The real estate focus module is only available to clients domiciled in Switzerland.