Links to www.swisslife.com Über die Swiss Life Gruppe Aktionäre und Analysten

 
Mixed mandates
 

As an experienced asset manager we know the demands involved in the optimal management of pension fund assets. Asset allocation, in particular the spread of assets across individual equity and bond categories under a mixed mandate, is always designed to match each customer's particular needs, taking especial account of your institution's risk capacity. The minimum investment volume for a mixed mandate is around CHF 5 milllion.
 
 
Core competency in direct mandates
Our core competency in direct mandates applies to both mixed and special mandates:
  • Bonds CHF (Investment Grade)
  • Bonds EUR (Investment Grade)
  • Bonds Global Foreign Currencies (Investment Grade)

  • Global Balanced CHF
  • Global Balanced EUR

  • Equities Switzerland
  • Equities Euroland
  • Equities Global

  • Sustainability Balanced (CHF)*


  • Biomed (Adamant)

 
SAM-Sustainability Balanced
Swiss Life Asset Management, in collaboration with SAM Sustainable Asset Management, has become the first provider on the Swiss market to offer mixed mandates managed to strict sustainability criteria, under the name "Sustainability Balanced". This product unites the benefits of sustainable asset management with the convincing concept of mixed mandates.

Sustainability Balanced combines a sound and consistent investment process at every level with sustainability criteria in the following areas:

  • the economy
  • social acceptability
  • ecology


Added value is created at every step along the way - from the definition of the investment universe right through to portfolio construction.
Sustainability Balanced gives smaller and medium-sized institutional investors access to sustainably managed investment solutions.
arrow
Contact us
We would be pleased to provide you with further information about our investment funds. Just get in touch.
 
arrow
Special mandates
Individually designed special mandates in the equity and bond sectors give you maximum flexibility in shaping and managing your investments.
arrow
Swiss Life Investment Foundation
Our investment foundation provides tax-exempt employee benefits institutions with a broad range of collective investment instruments.
 
arrow
Swiss Life investment funds
Our comprehensive range of first-class investment funds is especially suitable for smaller-sized mandates or for those wishing to diversify into certain asset classes.