Swiss Life - Special mandates

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Mandates

Mixed mandates

Special mandates

Investment Foundation

As an independent asset manager, and one of the largest institutional asset managers in Switzerland, we are familiar with the specific needs of institutional investors. Thus we can serve our customers with customised special mandates.

Special mandates are single category mandates in the bond or equity sectors. Individually designed investment guidelines are based on the specific requirements of our customers or their investment consultants and provide the foundation for the best-possible mandate management.

Special mandates are recommended from a minimum volume of around CHF 10 million upwards. For smaller-sized mandates we use collective investments for reasons of diversification and with a view to maximising cost-efficiency.

We provide specialised and tailor-made equity mandates in the biomedical sector via our partner Adamant Biomedical Investments Ltd. in Basel. Through a combination of investments in the biotech, medtech and specialty pharma sectors, you can participate in the strongly performing biomedical sector while at the same time reducing its sometimes high volatility.

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)

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)

Mixed mandates
Mixed mandates involve a highly tailored investment structure, comprising a combination of equities and bonds chosen to match the risk capacity of your employee benefits institution.

Swiss Life Investment Foundation
Our investment foundation provides you with a broad range of collective investment instruments.

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.