Our equity funds are based on quantitative analysis and active risk management – for sustainable returns and resilience in volatile times.
A leading asset manager and provider of equity funds – a sustainable investmentn with a risk-adjusted return
Swiss Life Asset Managers’ investment strategy aims to achieve sustainable and attractive returns that match our clients’ long-term interests. Our approach still reflects our origins in the insurance business: Securities are selected on the basis of stringent risk management in order to optimally protect the capital entrusted to us. The focus is on achieving above-average performance while avoiding unwanted risk – this is our commitment to our customers
Close cooperation between the research and portfolio management areas
The following three principles apply to the equity funds and assets managed by Swiss Life: Transparency, bottom-up analysis-based strategies, and upstream risk management. Transparency means that we provide customers with comprehensive information about our investment policy. The quantitative models we apply in the systematic selection of securities and the economic validation of market opportunities are based on scientifically validated findings.
Our portfolio managers and analysts work closely together. The portfolio managers focus on the management and ongoing performance analysis of their own funds and other portfolios, and on implementing the analysts’ recommendations. Our analysts scrutinize companies, industries and innovation-driven trends and further develop the related IT tools. Ongoing knowledge transfer between teams enhances the performance of our models.
Continuous monitoring of the market environment, our active risk management activities and the steady expansion of our range of products and services not only facilitate risk diversification but also ensure investment security.
Our investment strategies at a glance:
- Diversified regional equity strategies that outperform the market
- On request, overlay strategies suited to your risk-return profile
- Defensive equity solutions for lower drawdowns in negative market phases
- Thematically focused portfolios, such as investments in ESG products
- Defensive portfolios, such as minimum volatility funds
Sustainability and ESG factors in the investment process
For several years, Swiss Life has systematically integrated environmental, social and corporate governance factors into the investment process and risk management for almost 90% of the assets it manages. In our securities business, too, we are responding to our customers’ rapidly growing interest in sustainable investments by offering corresponding ESG products. ESG (Environmental, Social and Governance) is now well established in the financial world and refers to a set of criteria for evaluating sustainable investments.
Investment Solutions
Investment Solutions replaces the Fund Library to provide you with a comprehensive suite of investment solutions that cater to your unique needs and investment goals. We invite you to explore the new webpage and discover the range of options available to help you achieve your financial aspirations.
