Investment philosophy

While catering to the individual needs of our clients, our investment philosophy is centered on the principles of diversification and portfolio rebalancing.

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It is our belief that this approach creates significant long-term value for our clients while reducing unnecessary risk. Understanding each client’s unique experiences, requirements and objectives is the start of every relationship. We have designed our process to make this our on-going focus.

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Manager selection

Formuesforvaltning has built an industry-leading research, manager selection and portfolio management team. Manager selection processes consistently identify top quartile managers spanning traditional and alternative asset classes.

There are more than 70,000 investment funds worldwide, as well as a range of other investment vehicles. It is no easy task to differentiate the best from the rest.

We employ a rigorous, structured process to determine whether a manager can credibly demonstrate persistent and sustainable competitive advantages.

Formuesforvaltning has the leading independent investment and analyst team in the Nordics, comprised of highly experienced people with successful track records from the Norwegian Petroleum Fund, blue chip investment banks and asset management firms.

As a client of Formuesforvaltning, you can be sure that you will benefit from accessing some of the best fund managers globally.

Our services

Our Values

A richer life
A richer life is our vision. The Norwegian expression “Et rikere liv” speaks to monetary as well as non-monetary riches. Our vision implies that good advice and a well-managed portfolio may also free up time and take some of the worry out of managing one’s financial affairs. Thus contributing to a more fulfilling life – a richer life.

Capital preservation and growth
While we tailor our advice to our clients’ individual situations, our asset allocation strategies and portfolio construction will seek to achieve an optimal balance between preservation and long-term growth of capital. Our goal is to empower our clients to navigate comfortably through both up- and down cycles in the financial markets.

Ethical standards
We have a fiduciary duty to our clients in our role as guardian of their financial interests and objectives, and we will always put our clients’ interests ahead of our own. To make sure we never let our guard down, our internal processes create a corporate culture where ethical behavior is encouraged and valued in its own right.

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Get in touch

We have offices throughout Norway as well as in Sweden and London.