Managerselektion

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.

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.

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).

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.