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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.
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.
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.
Would you like further information? We would be glad to advise you.
I/we hereby certify that I/we am/are (a) qualified investor(s) as defined by the Collective Investment Schemes Act and that our seat/domicile is located in Switzerland. Qualified investors are:
a) Regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes.
b) Regulated insurance institutions.
c) Public entities and retirement benefits institutions with professional treasury operations.
d) Companies with professional treasury operations.
The requirement of professional treasury operations is met if the investor entrusted at least one qualified and experienced person in the financial sector with managing its financial resources on a permanent basis.