Where human expertise still makes the difference

Not every investment decision should be automated.

In a world where algorithms select mainstream funds, OpenFunds specialises in alternative and complex investment strategies that require deep knowledge, longstanding relationships, and judgment — not just data.

AI / platforms

What algorithms do well

✓Screen liquid, listed funds

✓Rank by Sharpe ratio, AUM, fees

✓UCITS distribution at scale

✗Assess team quality and culture

✗Access closed or invite-only funds

✗Evaluate illiquid or complex strategies

OpenFunds

What we do instead

✓Meet managers in person, over years

✓Access strategies not on any platform

✓Evaluate what a factsheet doesn't show

✓Private equity, hedge funds, EM boutiques

✓Advise Swiss institutional and private clients

✓Navigate Swiss regulatory requirements

Why talk to a person

"Before recommending any manager, we evaluate dozens of candidates within a given strategy. Quantitative data alone rarely differentiates — what ultimately drives our selection is a deep assessment of the team's governance culture, decision-making process, and behaviour during periods of market stress. These are factors no algorithm can capture."

— OpenFunds investment team

 

 Relationships built over years

The best alternative managers don't advertise. Access comes from trust, not from a search engine.

Swiss market knowledge

We know what Swiss family offices, pension funds, and private banks actually need and can access.

Judgment on complexity

Illiquid structures, side pockets, key-man risk, lock-up terms — these require human interpretation.

Accountability

When things change — and they do — you have a person to call who knows your situation and theirs.