Who is WINVEST ASSET MANAGEMENT, and what is the story behind the company?

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Stefan Rammelmeyer: WINVEST has been successfully serving individual clients since 2002. A significant milestone was achieved in 2022 when we obtained FINMA licensing as a collective asset manager. This certification enables us to manage balanced mandates for professional and institutional investors—especially pension funds and related assets such as vested benefits and 1e collective foundations.

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Over the past three to four years, we have undergone a major transformation by merging two independent asset management firms—each founded by our fathers—into a single entity. Thomas Brunner and I have known each other since our Master’s studies in Banking and Finance. This shared academic background and friendship, combined with our family legacies, made the integration a natural and seamless step.

Today, with two father-son teams leading the firm and supported by a dedicated team of colleagues, we offer a deep sense of tradition and continuity. Our multi-generational perspective enriches our investment philosophy, blending experience with fresh insights. As part of this evolution, we implemented a robust succession plan to secure the firm’s long-term stability and to ensure consistent support for both current and future clients. Simultaneously, we have further developed our systematic investment strategy, smartF®, in close collaboration with quantitative experts.

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Could you describe your investment products and the story behind them? When were they launched, and what are their objectives?

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Stefan Rammelmeyer: Recently, we began managing our first collective investment scheme: a Swiss Equity fund built on our proprietary smartF® investment concept which is accessible to both qualified and non-qualified investors. This strategy is an evolution of our long-standing methodology, designed to transform subjective judgments into a systematic, emotion-free, and forecast-independent decision-making process.

Using modern econometric techniques, we analyze fundamental company data and normalize it for comparability. Based on objective criteria, we then construct portfolios designed to optimize our target factors—quality, profitability, and shareholder yield. Our scientifically grounded approach aims to enhance the medium- to long-term risk/return profile relative to the benchmark. The fund was launched on 20 December 2024, just before the end of the year, and we are already preparing to expand our offering; The next step is a European Equity fund (excluding Switzerland), with fund and model data expected to be available via Finlens.

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How would you describe your overall experience with Finlens so far?

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Stefan Rammelmeyer: We’re very happy with the Finlens platform. Although we’re still in the early stages, we’re already exploring its powerful features, particularly its calculation and analysis capabilities. Finlens has significantly enhanced our quant-driven, tech-enabled investment approach by setting a new standard for reporting and providing full transparency of performance, making it easy to access and dynamic and tailored to client needs. The way it handles data, reporting and transparency is perfectly aligned with our values and the smartF® systematic investment strategy.

It has also optimised the way we present our fund, enabling us to create professional, brand-compliant factsheets and analyse performance at the click of a button. The ability to make simulation model data accessible via login adds another layer of transparency for clients and prospects.

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Which specific challenges or needs does Finlens help you solve?

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Stefan Rammelmeyer: Finlens effectively addresses critical challenges in asset management, enhancing transparency regarding performance and improving client communication and operational workflow efficiency. Its robust calculation and reporting tools enable us to analyse performance and risk data with ease, creating dynamic, tailored, interactive presentations that meet the needs of our clients and prospects. Additionally, Finlens optimises our documentation process, enabling us to effortlessly produce professional, brand-compliant factsheets and performance analyses. The platform also provides access to our model data via a separate login, offering clients and prospects an additional level of transparency and complementing our systematic, quantitative smartF® approach.

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How do you perceive the value you receive from Finlens compared to its cost?

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Stefan Rammelmeyer: As mentioned before, we're still early in our journey with Finlens, but the value is already clearly visible—perhaps also because the onboarding was refreshingly smooth and didn’t involve overcoming a high entry barrier like a setup fee. Building a similar platform internally would have been both costly and time-consuming. With Finlens, we benefit from the mentioned automated reporting, brand-compliant documents, and a modern digital fund presentation, all of which save us considerable time, improve client communication, and enhance transparency. We're excited to continue collaborating with the platform and to bring in our perspective as it evolves and grows.

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How did you experience the onboarding process with Finlens, and would you recommend the platform to other asset managers?

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Stefan Rammelmeyer: As I said, the onboarding process was incredibly smooth—every timeline was clearly communicated and reliably met. Your team has been consistently helpful and responsive throughout, and that continues to this day. We've already shared a few smaller suggestions, and it's been great to see some of them already implemented. But beyond onboarding, our overall experience with Finlens has been equally positive and we would absolutely recommend Finlens to other asset managers.

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