How we add value
- Independent
- Transparent
- Cost-conscious
- Experienced and competent
- Focused
- Interesting and innovative
- Customized
- Supervised by federal supervisory authorities
Fewer details
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Fewer details
More details
Transparent
- Every month, an investment committee assesses the consolidated performance analyses.
- An in-depth qualitative analysis is part of the quarterly review.
- Complete transparency with regards to performance and costs.
- Customized investment reports, broken down by investment category or for the entire portfolio (detailed performance analysis).
Independent
- Zurich Invest Ltd independently selects the best portfolio managers (best-in-class).
- Yearly on-site visits are conducted by Zurich Invest Ltd. to verify and monitor the selected portfolio managers.
Cost-conscious
- The Zurich investment foundation is exempt from the federal sales tax on securities transactions. No value added tax on asset management and custody fees.
- Thanks to our large volume of institutional business, our business partners grant us significant discounts that we pass on to our customers through attractive fees.
Experienced and competent
- Longstanding expertise allows a professional response to market volatility/cycles.
- Seasoned partners know how to navigate market cycles through proactive decision-making.
Focused
- Investment classes and vehicles are customized to the needs of Swiss pension funds.
- Consideration of optimal tax structure for most efficient implementation ("Swiss finish").
Zurich Invest Ltd sets up dedicated structures with proprietary investment guidelines and presents them to the relevant supervisory authorities for prior approval.
Interesting and innovative
- Wide range of investment solutions.
- Asset structuring, advice, implementation: everything from a single source.
- Strategic asset allocation (SAA), tactical asset allocation (TAA).
- Implementation using the Zurich investment foundation's investment solutions.
- Strong performance of alternative investment vehicles.
Customized
- BVV2-compliant mandates for pension and vested benefits plans as well as joint and multi-employer foundations.
- Mandates for other institutional market participants (family offices, corporate holding companies, etc.)
Supervised by federal supervisory authorities
- Zurich Invest Ltd meets the highest governance, compliance and security standards (Zurich Group, Zurich Switzerland).
- All collective investment schemes are subject to specific/dedicated oversight: the Zurich investment foundation is regulated by the Occupational Pension Supervisory Commission (OPSC); funds are regulated by the Swiss Financial Market Supervisory Authority (FINMA).
