Managerselektion

We are highly selective for your benefit

Managerselection

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 investment management 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 and past performance. 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


Two analysts 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 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 final 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, possible operational risks at the selected fund management companies are continuously reviewed (for example, in terms of staff turnover).

Portfolio managers and investment groups (as of 2017)

Bond portfolio managers

  Manager Investment Products
DWS DWS, Zürich

Money Market CHF
Bonds CHF Domestic
Bonds CHF 15+
Bonds CHF Foreign
Bonds Euro
Bonds CHF Domestic SDC
Corporate Bonds Euro (CHF hedged)
ZKB Swisscanto Invest by ZKB, Zürich Bonds CHF 15+
 Lombard Lombard Odier Investment Managers, Zürich Bonds CHF Domestic
Pramerica Pramerica Fixed Income, Newark Corporate Bonds USD (CHF hedged)
Advent Advent Capital Management LLC, New York Convertible Bonds Global
HSBC HSBC Global Asset Management, Paris Corporate Bonds Euro (CHF hedged)
UBS UBS AG, Global Asset Management, Zürich und London Bonds World Passive

Equity portfolio managers

  Manager Anlageprodukte
DWS DWS, Zürich

Equities Switzerland
Schroders Schroders Investment Management, Zürich Equities Switzerland
 UBS UBS AG, Global Asset Management, Zürich und London Equities Switzerland Passive
Equities Europe Passive
Equities USA Passive
Equities Japan Passive
Equities Emerging Markets Passive
BlackRock BlackRock Asset Management Schweiz AG, Zürich Equities Europe
Cohen Steers Cohen & Steers Capital Management, New York Equities USA
Fisher Investments Fisher Investment, Woodside, USA
 Equities USA
Nomura Nomura Asset Management Co., Ltd., Tokio Equities Japan
Fidelity Instutional Asset Management Fidelity Institutional Asset Management, Rhode Island, USA Equities Global Small Cap
Bank J Safra Sarasin Bank J. Safra Sarasin AG, Zürich und London Equities Emerging Markets

Real estate portfolio managers

  Manager Investment Products
Zurich Zurich IMRE AG, Zürich

Real estate residential, Switzerland
Real estate, commercial, Switzerland
Schroders Investment Schroders Investment Management, Zürich Real estate Europe direct
 UBS UBS AG, Global Asset Management, Zürich und London Real estate Global
BCV Banque Cantonale Vaudoise, Lausanne Real estate indirect, Switzerland

Alternative investments portfolio managers

  Manager Investment Products
Guggenheim Guggenheim Partners Investment Management, LLC, New York, USA

Senior Loans Global
 GAM GAM International Management Ltd, London Alternative Alpha
Alternative Beta
Credit Suisse Credit Suisse, Zürich Insurance Linked Strategies (ILS)
GCM GCM Customized Fund Investment, New York Infrastruktur
Hamilton Lane Hamilton Lane, Philadelphia Private Equity
Private Equity II

Our Analysts

The analysts at Zurich Invest Ltd are constantly looking for attractive new investment ideas. As part of the independent selection process, the analyst is 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 analyst works closely with the other teams at Zurich Invest Ltd to find an innovative and tailor-made solution in the interests of our customers. All asset managers are continually monitored by at least two analysts to see if they are reaching their targets.

Tom Osterwalder
CFA, CIO Zurich Invest
Dr. Sébastien Dirren
MBA, Head Manager Selection/Monitoring
Chantal Bruseghin Vigne
CAIA, Head Investment Propositions, Senior Analyst
Philippe Ebinger
Senior Analyst
Patrick Hug
Senior Analyst
Christian Jost
CFA, Senior Analyst
Fabio Oliveira
Investment Product Manager & Analyst
Marina Stoop
Senior Analyst
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