Swiss Life Asset Managers is expanding its offering in the area of index-based investment solutions and will offer its own index funds in equities and fixed income from the first quarter of 2024. For these growth plans, Swiss Life Asset Managers has enhanced its team with proven specialists.
Swiss Life Asset Managers is a leading European provider with a wide range of investment solutions and
a wealth of experience in this investment segment. The index-based assets on its insurance balance sheet amount to around CHF 10 billion. With its expanded offering, Swiss Life Asset Managers is responding to the sharp rise in demand for passive investment solutions and is supplementing its existing product range in third-party asset management. The expanded offering can optimally meet customer needs through active or passive investment strategies or a combination of both. Distribution of the new index funds is set to begin in the first quarter of 2024. The index-based investment solutions are being created for Swiss investors in the form of attractive Swiss fund structures from a tax perspective.
Daniel Berner, Head Securities and member of the Executive Committee of Swiss Life Asset Managers, says: “Institutional investors such as pension funds and insurers that want to invest in diversified equities in an index of their choice over the long term will benefit from a broader range of services. I am very pleased to
be able to strengthen our team with proven specialists. Our index funds are managed by dedicated fund managers and teams. This ensures that the investable assets are allocated in accordance with the declared investment objectives. Our customers can place their trust in an established provider of indexed investments such as equities, fixed income and multi-asset.”
The new team will be headed by Stephan Elmenhorst, Head Index Solutions, and be based in Zurich. Stephan Elmenhorst (52) will join Swiss Life Asset Managers on 3 January 2024. Prior to taking up his new role, he was Head Equity Portfolio Management in the area of Index Solutions at Credit Suisse Asset Management since 2016. He is a proven investment specialist with over 20 years’ experience in portfolio management, during which time he held various management positions in the index business of Credit Suisse Asset Management. He holds a Master’s degree in political science from the University of Fribourg. He will report directly to Daniel Berner, Head Securities at Swiss Life Asset Managers.
Mark Fehlmann, Head Sales & Marketing and member of the Executive Committee of Swiss Life Asset Managers, adds: “We are very pleased to be able to offer our customers an expanded offering in the area of indexed investments from the first quarter of 2024. We are confident that there is great demand for index funds, particularly in Switzerland, and institutional clients in Switzerland are sure to appreciate this expansion.”
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