Managerselektion

Puzzle made from wooden blocks

We are highly selective for your benefit

Our investment philosophy is simple: we are only satisfied with the very best. That's why we aspire to work with the best asset manager in each asset class at all times.

Our portfolio managers

Zurich Invest Ltd develops investment solutions in close partnership with successful external portfolio managers. Each manager is chosen through a clearly structured, independent selection process. That way, we can be confident that our partners are the very best in each asset class.

Our independence guarantees that we will select the best possible solution for you – in contrast to many banks that tend to prefer their own products. Our track record confirms that this strategy pays off. Especially for you.

Before we invest your money, we devote plenty of time to painstakingly selecting investment products and portfolio managers. Our selection criteria include experience, expertise, past performance and the consideration of sustainability criteria. Also, every candidate must have a special feel for the highly complex processes in the financial markets. That is often what separates the good from the best in class.



Our selection criteria


Our analysts team constantly monitor the selection criteria and the performance of the portfolio managers. The selection process is restarted if an asset manager underperforms significantly. This established investment controlling system drives good long-term performance and meets the high quality expectations of our customers.

1. Needs analysis

We evaluate the long-term potential of an investment solution based on a thorough needs and market trend analysis tailored to the specific requirements of Swiss pension funds.

2. Manager selection

Next, we identify the most suitable portfolio manager by following our structured selection process. Being independent, Zurich Invest Ltd is free to select the ideal solution without any conflicts of interest.

3. Implementation

In the third phase, we jointly implement the investment mandate with the selected partners. Our primary focus in this process is to ensure a lean structure and efficient implementation.

A few words about risk and performance

In investment controlling, we set great store by detailed performance analyses across various timescales as well as high-quality risk management. Aside from compliance with investment guidelines, not only possible operational risks at the selected fund management companies are continuously reviewed (for example, in terms of staff turnover), but also possible environmental, social and corporate governance (ESG) risks.

Portfolio managers and investment groups (as of 2022)

Bond portfolio managers

Manager Investment Products
DWS CH AG, Zurich Money Market CHF
DWS CH AG, Zurich Bonds CHF Domestic
DWS CH AG, Zurich Bonds CHF Domestic SDC
Lombard Odier Investment Managers, Zurich Bonds CHF Domestic
DWS CH AG, Zurich Bonds CHF 15+
DWS CH AG, Zurich Bonds CHF Foreign
DWS CH AG, Zurich Bonds Euro
DWS CH AG, Zurich Corporate Bonds Euro (CHF hedged)
HSBC Global Asset Management (France) SA, Paris Corporate Bonds Euro (CHF hedged)
PGIM Fixed Income, Newark, New Jersey Corporate Bonds USD (CHF hedged)
Goldman Sachs Asset Management B.V., Netherlands Green Bonds Global (CHF hedged)
Advent Capital Management LLC, New York Convertible Bonds Global (CHF hedged)
Zurich Invest AG, Zurich Mortgages

Equity portfolio managers

Manager Investment Products
Schroder Investment Management (Switzerland) AG, Zurich Equity Switzerland
DWS CH AG, Zurich Equity Switzerland
J.P. Morgan Asset Management (UK) Limited, London Equity Europe
Goldman Sachs Asset Management International, London Equity USA
Fisher Investments, Woodside, California Equity USA
Nomura Asset Management Co., Ltd., Tokyo Equity Japan
Fisher Investments, Woodside, California Equity Emerging Markets
Wellington Management International Ltd., London Equity Emerging Markets
DWS CH AG, Zurich Equity Switzerland Passive
DWS CH AG, Zurich Equity Europe Passive
DWS CH AG, Zurich Equity USA Passive
DWS CH AG, Zurich Equity Japan Passive
DWS CH AG, Zurich Equity Emerging Markets Passive
DWS CH AG, Zurich Equity Global Small Cap Passive

Real estate portfolio managers

Manager Investment Products
Zurich Invest AG, Zurich Real Estate Switzerland Residential
Zurich Invest AG, Zurich Real Estate Switzerland Commercial
Schroder Investment Management (Switzerland) AG, Zurich
Real Estate Europe Direct
Zurich Alternative Asset Management LLC, New York
Real Estate USA
Zurich Invest AG, Zurich Real Estate Global
Banque Cantonale Vaudoise, Lausanne Real Estate Indirect Switzerland
DWS CH AG, Zurich Real Estate Indirect Global Passive

Alternative investments portfolio managers

Manager Investment Products
Guggenheim Partners Investment Management, LLC, New York Senior Loans Global
Hamilton Lane, LLC, Philadelphia Private Equity I
Hamilton Lane, LLC, Philadelphia Private Equity II
Hamilton Lane, LLC, Philadelphia Private Equity III
Hamilton Lane, LLC, Philadelphia Private Equity IV
GCM Customized Fund Investment Group, L.P., New York Private Equity Co-Investments I
Schroder Investment Management (Switzerland) AG, Zurich Insurance Linked Strategies Life I
Pemberton Asset Management, London Zurich Invest Middle Market Lending Europe I (EUR hedged)
Pemberton Asset Management, London Zurich Invest Middle Market Lending Europe II (EUR hedged)

Infrastructure portfolio managers

Manager Investment Products
GCM Customized Fund Investment Group, L.P., New York Infrastructure I
GCM Customized Fund Investment Group, L.P., New York Infrastructure II
GCM Customized Fund Investment Group, L.P., New York Infrastructure III
Access Capital Partners SA, Paris Infrastructure IV
CBRE Investment Management Infrastructure Inc., Toronto Infrastructure V
GCM Customized Fund Investment Group, L.P., New York Infrastructure VI
GCM Customized Fund Investment Group, L.P., New York Infrastructure Evergreen

Our Analysts

The analysts at Zurich Invest Ltd are constantly looking for attractive new investment ideas. As part of the independent selection process, the analysts are responsible for both the quantitative and qualitative analysis of the asset managers, the subsequent on site due diligence, and careful evaluation of the findings. During the implementation, the analysts work closely with the other teams at Zurich Invest Ltd to find an innovative and tailor-made solution in the interests of our customers. Our Product Engineer ensures that the optimal structure is chosen for our customers. All asset managers are continually monitored by at least two analysts to see if they are reaching their targets. The environmental, social and governance (ESG) aspects are also reviewed.