BY USING OUR SITE YOU AGREE TO THE TERMS OF USE AND PRIVACY STATEMENT
AFM is an asset management application based on mathematical principles.
Its objective is to outperform the S&P index
while minimizing risk exposure.
while minimizing risk exposure.
Traditional research and analysis make it practically impossible to consistently beat the stock market index over time.
A DIFFERENT APPROACH WAS REQUIRED.
Instead of pursuing high-potential stocks, AFM employs a data-driven
strategy independent of human intervention.
AFM-managed portfolios have outperformed the index by approx. 2.0% every single year since inception 6 years ago.
Advantages
How AFM-managed portfolios stacked up against the S&P500 index over 5 years
How seven Large Cap US Funds performed over the same period
Absolute performance
Most investors look at the absolute performance of a fund before deciding on an investment.
Between June 2019 and March 2025 most results were encouraging.
Seven major Large-Cap US funds listed below rose between 76.9% and 111.9%.
Between June 2019 and March 2025 most results were encouraging.
Seven major Large-Cap US funds listed below rose between 76.9% and 111.9%.
Seen from a relative point of view, things were somewhat different.
Only one Exchange-traded fund managed to outperform the market, achieving a return of +8.6%.
In stark contrast, AFM-managed accounts significantly outperformed with a return of +30.4%.
All other funds experienced losses.
AFM's pratically linear performance is ensured by procedures which cover the entire S&P500 index.
A task too labor-intensive for traditionally managed funds.
A task too labor-intensive for traditionally managed funds.
AFM-managed accounts significantly outperformed selected large-cap US mutual funds over 5 years.
Further attributes
Direct account management
- Operates directly within the investor’s account.
- No transfer of funds required.
- Procedure can be stopped at any time by the user himself.
- AFM is authorized to buy and sell securities not to transfer funds.
Broad diversification
- Includes data from the entire S&P 500 index, resulting in a practically linear performance and making it one of the most stable investments available.
Data-driven startegy
- Relies solely on data input.
- Automation minimizes the risk of human error.
AFM-managed accounts rarely underperform the S&P500 index.
Performance figures depend on the base used for their calculation. Annual performance figures are not the sum of 12 monthly figures, etc.
Assets under AFM-management (until Nov. 2024)
AFM concept, source code, websites and layout are privately-owned and subject to intellectual property rights.
Contact us by calling +41 (0)78 796 81 83 or via online form