Bank am Bellevue uses an absolute rating system, using terms such as Buy, Hold and Reduce. Our recommendations are based on fundamental analysis using our "4 M model" (Market, Money, Management, Momentum) and are made with a time horizon of 12-18 months. In special cases (turnaround, company/industry restructuring/changes) the time horizon may be longer, but initial triggers should be identifiable within 12-18 months.
Stock Ratings – upside potential required
| Large Caps (SMI) | Mid/Small Caps | |
| Buy | >15% | >20% |
| Hold | -15% bis 15% | -20% bis 20% |
| Reduce | <-15% | <-20% |