Mandates

Swiss Life Asset Management (Switerzland) specialises in producing and managing individual and custom-tailored solutions for institutional clients (based on target return, risk capacity and investment horizon). These include global solutions (e.g. mixed mandates), individual asset classes (e.g. corporate bonds) and individual investment concepts and strategies (e.g. absolute return).

We are confident that the safest way to ensure Best Execution is through direct contact with the leading brokers. Our portfolio managers receive the latest price information directly from all brokers and are in regular contact with them. This enables them to quickly identify moves in the market. Since we are a major participant in the primary and secondary market, we receive all relevant information promptly (first-call customer).

We do not have a proprietary trading department and are independent of brokers. Our portfolio managers execute orders directly. We only work with brokers who are on our official brokers list. Brokers are checked twice a year against set criteria.

Our Relationship Management team for institutional clients would be happy to answer any specific questions you might have. For example, are you looking for risk-return optimisation? Or are you more interested in innovative hedging opportunities? Please do not hesitate to contact us in all matters relating to the management of your assets.