The Science of Investing
Strategic allocation to absolute-return strategies designed to perform independently of traditional markets, preserving capital while enhancing risk adjusted returns.
The rationale for alternative investments
A 10–20% allocation to alternative investments provides critical portfolio diversification, generating absolute returns that are non-correlated with traditional equity and fixed income and real estate asset classes. This approach offers preservation of capital and enhanced risk-adjusted returns across all market conditions.
Our Alternative Investment Strategies
Four distinctive approaches to alternative investment management
ICON TrueNAV
ICON TrueNAV is a proprietary options strategy that exploits short-term mean reversion in major equity indices while staying net long option premium. Model-driven hedges in near-expiry options aim to cap losses during market shocks and deliver high risk-adjusted returns with low correlation to the stock market.
ICON Covered Call
The ICON Cboe® U.S. Equity Dynamic Covered Call Strategy systematically writes S&P 500 call options to generate quarterly income distributions while maintaining long equity exposure. Enhanced with proprietary VIX overlay for downside protection during volatility spikes.
ICON Market Neutral
ICON Market Neutral is an all-weather, absolute return strategy targeting double-digit annual returns with low drawdowns and efficient capital use. A diversified portfolio of systematic algorithms across highly liquid assets creates a hybrid multi-strategy profile with low correlation to the S&P 500 and hedge fund indices, aiming to enhance investors’ risk-adjusted returns in all market conditions.
ICON Parkside
ICON Parkside Swiss Real Estate gives investors actively managed exposure to a curated portfolio of Swiss residential and commercial properties, targeting steady income and capital growth with mortgage-backed downside protection, ESG integration, and diversification across sectors and regions within Switzerland.
Why ICON Asset Management
Experience the difference of a boutique Swiss wealth manager with institutional capabilities
Swiss Excellence
Based in Zurich with deep understanding of Swiss financial markets and regulatory framework
Proven Track Record
Nearly two decades of consistent performance across market cycles since 2006
Client-Centric Approach
Tailored solutions for UHNW individuals, family offices, and institutional investors
Led by Industry Veterans
Our board and advisory team bring decades of experience across alternative investments, quantitative strategies, and global financial markets.
Ready to explore alternative investments?
Discover how ICON's systematic approach can enhance your portfolio with non-correlated returns.