Zurich – Zurich Invest Ltd

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 2020)

	Manager	Investment Products
	DWS, Zürich	Money Market CHF Bonds CHF Domestic Bonds CHF Domestic SDC Bonds CHF 15+ Bonds CHF Foreign Bonds Euro Corporate Bonds Euro (CHF hedged)
	DWS, Frankfurt	Bonds Global Passive
	Lombard Odier Investment Managers, Zürich	Bonds CHF Domestic
	PGIM Fixed Income, Newark, New Jersey	Corporate Bonds USD (CHF hedged)
	Advent Capital Management LLC, New York	Convertible Bonds Global
	HSBC Global Asset Management (France) SA, Paris	Corporate Bonds Euro (CHF hedged)

	Manager	Anlageprodukte
	DWS, Zürich	Equity Switzerland
	Schroder Investment Management (Switzerland) AG, Zürich	Equity Switzerland
	DWS, Frankfurt	Equity Switzerland Passive Equity Europe Passive Equity USA Passive Equity Japan Passive Equity Emerging Markets Passive
	J.P. Morgan Asset Management (UK), London	Equity Europe
	Goldman Sachs Asset Management International, New York	Equity USA
	Nomura Asset Management Co., Ltd., Tokio	Equity Japan
	Fidelity Institutional Asset Management (FIAM), Boston/Smithfield	Equity Global Small Cap
	Fisher Investment, Woodside, Kalifornien	Equity Emerging Markets
	Wellington Management International Ltd., London	Equity Emerging Markets

	Manager	Investment Products
	Zurich Invest AG, Zürich	Real Estate Switzerland Residential Real Estate Switzerland Commercial
	Schroder Investment Management (Switzerland) AG, Zürich	Real Estate Europe Direct
	DWS, Frankfurt	Real Estate Indirect Global Passive
	Banque Cantonale Vaudoise, Lausanne	Real Estate Indirect Switzerland

	Manager	Investment Products
	Guggenheim Partners Investment Management, LLC, New York, USA	Senior Loans Global
	Union Bancaire Privée, Genf	Alternative Alpha Alternative Beta
	Credit Suisse Insurance Linked Strategies Ltd., Zürich	Insurance Linked Strategies Non-Life (CHF hedged)
	GCM Grosvenor, New York	Infrastructure I Infrastructure II
	Hamilton Lane, LLC, Philadelphia	Private Equity I Private Equity II Private Equity III
	Schroder Investment Management (Switzerland) AG, Zürich	Insurance Linked Strategies Life I

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.