We are an experienced asset manager with expertise in the management of institutional investments taking ESG criteria into account.
Our investment philosophy
Swiss Life Asset Managers has a long track record in managing institutional assets. Our asset allocation experts link earnings opportunities, investment risks and regulatory restrictions to client-specific goals and opportunities.
For our investment strategy we draw on global economic analyses, statistical models and the know-how of our portfolio managers. Thanks to our active risk management – which takes ESG risks in particular into account – we enable our clients to achieve sustainable, risk-adjusted returns. This is how we help them realise their long-term financial plans.
The investment process
To assess the risks and opportunities of an investment environment, we draw on our economic experts’ analyses. These provide an overview of the asset classes, markets and currencies in the main economic regions. Together with the insights from our proprietary models, they allow us to draw conclusions about the attractiveness of investments.
After the portfolio managers have harmonised these "views" with the client's needs, they implement them in the managed portfolios. As the financial markets and analytical methods are constantly evolving, we regularly review our models and processes. In this way, we ensure consistent quality and reliability.
A multi‑asset investment combines several asset classes – such as equities, bonds, real estate, alternative investments or liquidity – within a portfolio. The aim is to take advantage of diversification effects from different income sources and to gear portfolios to different market phases.
Swiss Life Asset Managers offers institutional investors both multi‑asset funds and individually designed, fully customised mandates. While funds provide efficient access to a pre-defined investment strategy, mandates are tailored specifically to clients’ respective investment objectives, regulatory requirements and restrictions.
Active asset allocation is based on a combination of global macroeconomic views, market-specific analysis and proprietary models. These views enable a structured assessment of the attractiveness of individual asset classes and form the basis for strategic and tactical positioning in the portfolio.
Multi‑asset strategies are designed to respond actively to changing market conditions. Adjustments are made via asset class weightings, regional allocations or the use of different instruments. This flexibility makes it possible to exploit opportunities in a targeted manner and to continuously adapt portfolios to the current market environment.
The multi‑asset solutions are aimed at institutional investors such as pension funds, insurance companies, foundations or investment foundations seeking a holistic and long-term asset allocation. Depending on their needs, investors can choose between efficient collective solutions or individually structured mandates.
Consideration of ESG aspects
Swiss Life Asset Managers aims to provide its clients with a sustainably solid performance based on responsible investment decisions. We are convinced that this is only possible if ESG criteria are actively taken into account. Therefore, we exclude any investments that conflict with our values and beliefs. This applies both to the direct and indirect implementation of our investment strategy (e.g. with equities or funds respectively). We also seek to understand in detail the ESG characteristics of the investment instruments and companies we can invest in as well as the resulting ESG characteristics of the portfolios.
Competent and strong in implementation
Swiss Life Asset Managers has a wealth of expertise in managing multi-asset portfolios. We are very familiar with the regulatory requirements and know our customers’ individual needs. They can also benefit from our expertise via collective investment vehicles.
Facts and Figures Securities
