OUR PURPOSE

Inspired by the values
of our founder and partners,
our purpose guides our decisions
and the people we choose to work with.

Integrity

Integrity is everything at Baseline. “We say what we do, we do what we say” is a key mantra that drives every aspect of how we do business. Our mission is to always act with integrity and transparency.
This integrity is reflected in our decision to operate in an open architecture. Untethered, we assess and select investments with only the client’s best interests in mind. 
Integrity is also paramount to the regulations we adhere to. Baseline is regulated by the Financial Services Standards Association (VQF) in Switzerland, by the Securities and Exchange Commission (SEC) in the US, and by the Canadian Securities Administrator (CSA/ACVM) in Canada, both of which require high standards of business integrity. 
Our belief in the importance of regulatory oversight underpins our business as we have chosen to be regulated by the Swiss Financial Market Supervisory Authority (FINMA) as well.

Ethical responsibility

Responsible investing is at the core of everything we do. At Baseline we want to make a difference for our clients, while also delivering financial returns. Environmental, social and governance (ESG) considerations can help decide where best to invest. By putting ESG factors at the heart of our investment process, we believe we can generate outcomes for our clients while also addressing some of the greatest challenges on Earth.
We have developed a robust in-house expertise on ESG investments, and we apply this knowledge to your portfolio so that it aligns perfectly with your financial and personal goals. As an extension of this purpose-driven initiative, we leverage our expertise in Impact investing, sourcing unique and bespoke investment opportunities that are positively reshaping the world as we know it.

Worldwide performance

Performance is part of our DNA. Baseline traces its roots back to the sports background of its founders. As former athletes we know what it takes to excel. Our determination to win remains undimmed. In everything we do, we dedicate relentless effort to under promising and over delivering. We know our clients expect nothing less.
Periodic volatility or turmoil in the financial markets can make it hard for investors to find good returns and opportunities in traditional asset classes. This can sharpen the focus on opportunities in unconventional investments that may help portfolios ride out turbulence. We have longstanding expertise across numerous alternative asset classes and activate our international network to identify truly unique opportunities for our clients.

Thorough investment process

We have put a sound investment process in place, with the objective of providing tailor-made and risk-adjusted solutions to our clients.
In six steps, we 1) decipher the macro environment 2) allocate wisely 3) leverage the best research firms 4) select the right securities 5) remain opportunistic 6) actively manage risk.