Based on its experience of more than 75 years in mortgage investments for the Zurich Insurance Group, Zurich Invest has been providing institutional investors with targeted access to this attractive investment area with the Zurich investment foundation's "Mortgages Switzerland" investment group since 2019.

Thanks to its many years of experience, broad market access and responsibility across the entire value creation chain, Zurich Invest is the ideal partner for pension funds and other institutional investors seeking stable returns with controlled risk.

A significant advantage of this investment solution is its exclusive access to the Zurich Switzerland sales organization, which has over 1,500 employees throughout Switzerland. This extensive network enables continuous, high-quality access to mortgages and likewise ensures a strong market presence in all parts of the country. Thanks to this solid positioning, investors benefit from a stable pipeline of attractive financing options that are continuously reviewed and integrated into the portfolio.

The Zurich investment foundation's "Mortgages Switzerland" investment group focuses on mortgages on residential properties with a low loan-to-value ratio. Such mortgages have a reduced default risk and thus contribute significantly to the stability of the investment. This conservative approach also offers a solid return, which is an attractive alternative to other fixed-income investments in the current market environment.

Another unique selling point is the one-stop-shop approach. The entire value creation process is the responsibility of Zurich Invest's portfolio management, which takes on all tasks along the value creation chain – from the selection and review of new mortgages to ongoing servicing and active portfolio management. It goes without saying that all regulatory requirements for institutional investors and insurance companies are observed. This integrated structure ensures that all processes are precisely coordinated and stringent risk management is guaranteed, meaning investments can be managed with outstanding efficiency.

Institutional investors also benefit from the proven investment philosophy and the same investment process that Zurich Insurance Company Ltd uses for its own mortgage investments in order to invest the tied assets. This means that the same strict criteria apply to the management of the investment group as to the management of the assets of such a renowned insurance company as Zurich. The investment group is consistently geared towards ongoing stability, sustainable growth and controlled risk, which makes it particularly attractive for investors pursuing long-term investment goals.

In short, the "Mortgages Switzerland" investment group of the Zurich investment foundation is a first-class solution for institutional investors looking for stable and high-yield mortgage investments. It scores points for its many years of experience, exclusive market access, professional portfolio and risk management and a focus on conservative residential mortgages. More information is available here.