Swiss Life Asset Managers is adding index-based investment solutions to its range of products. With “Swiss Life Index Funds (CH)”, it is offering institutional investors in Switzerland proprietary index funds in the investment categories equities and bonds for the first time. The launch of additional index funds is planned from the second quarter of 2024.

Swiss Life Asset Managers has launched the new “Swiss Life Index Funds (CH)” umbrella fund. With its expanded offering, Swiss Life Asset Managers is re-sponding to the sharp rise in demand for passive in-vestment solutions and is supplementing its existing product range in third-party asset management. Institu-tional investors, such as pension funds and insurance companies, that would like to invest in index funds in a diversified way, benefit from a broader range of in-vestment opportunities. In addition, the new index-based investment solutions offer attractive tax features for Swiss investors.

The following sub-funds will be launched in the initial phase:
SL Index Funds (CH) Equity Switzerland All Cap
SL Index Funds (CH) Equity Switzerland Large Cap
SL Index Funds (CH) Equity Small & Mid Cap
SL Index Funds (CH) Bond Swiss Francs AAA-BBB
SL Index Funds (CH) Bond Swiss Francs AAA-BBB 1-5

From the second quarter of 2024, we intend to launch further institutional index funds that are specifically aligned to sustainability criteria.

Many years of experience in the development of index solutions
Swiss Life Asset Managers combines its many years of know-how and experience in index business with the use of proven processes and systems. As Switzerland’s third-largest institutional asset manager, Swiss Life Asset Managers can look back on over 165 years of experience in investment and risk management. The index-based assets on its own insurance balance sheet amount to over CHF 10 billion. 

Index funds
The aim of the index fund range is to cover all established traditional and ESG indices for a broadly diver-sified portfolio. For all index funds, the implementation is carefully thought out based on proven processes in order to replicate the underlying reference index as precisely as possible. This gives investors maximum added value with minimum tracking error. 

Individual mandates with direct investments
Specific customer needs are implemented in individual mandates with direct investments. The team responsible at Swiss Life Asset Managers has many years of experience in replicating customised indices as well as observing specific optimisation criteria and exclusion lists. 

For investors who want to invest in indexed multi-asset class portfolios, we will be offering investment strate-gies based on our indexed investment products from the third quarter.  

Stephan Elmenhorst, Head Index Solutions at Swiss Life Asset Managers, says: “I am pleased that we have been able to further extend our offering for customers with our new indexed investment solutions. The portfolio management team has a long and solid track record in the development and precise implementation of indexed investment solutions. Thanks to our expertise and experience, we provide a valued service and are ideally positioned to meet the individual needs of our customers.”


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