Managerselektion

We are highly selective for your benefit

Manager Selection and Controlling

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 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 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, 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 2021)

Bond portfolio managers

Manager Investment Products
DWS CH AG, Zürich Money Market CHF
DWS CH AG, Zürich Bonds CHF Domestic
DWS CH AG, Zürich Bonds CHF Domestic SDC
DWS CH AG, Zürich Bonds CHF 15+
DWS CH AG, Zürich Bonds CHF Foreign
DWS CH AG, Zürich Bonds Euro
DWS CH AG, Zürich Corporate Bonds Euro (CHF hedged)
DWS CH AG, Zürich 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)


Equity portfolio managers

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


Real estate portfolio managers

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

Alternative investments portfolio managers

Manager Investment Products
Guggenheim Partners Investment Management, LLC, New York Senior Loans Global
Union Bancaire Privée, UBP S.A. London Branch Alternative Alpha
Union Bancaire Privée, UBP S.A. London Branch Alternative Beta
Credit Suisse Insurance Linked Strategies Ltd., Zürich Insurance Linked Strategies Non-Life (CHF hedged)
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, Zürich Insurance Linked Strategies Life I

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


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.

Sebastien Dirren
Dr. Sébastien Dirren
MBA, CIO Zurich Invest AG
Patrick Hug
Patrick Hug
Senior Analyst
Christian Jost
Christian Jost
CFA, Senior Analyst
Marina Stoop
Marina Stoop
CFA, Senior Analyst
Philippe Ebinger
Philippe Ebinger
Senior Analyst
Fabio Oliveira
Fabio Oliveira
Senior ESG Analyst
Chantal Bruseghin Vigne
Chantal Bruseghin Vigne
CAIA, Head Proposition Retail Clients