Investing with Swiss Life Asset Managers

We think long term and act responsibly. That’s how we support our customers in achieving their long-term investment objectives. This in turn helps their customers to plan long term and act with financial self-determination.

At the heart of our investment management approach is a deep understanding of institutional clients’ risk and return expectations. We consistently implement these as part of market-oriented strategies, where the highest priority is assigned to making responsible investments and a prudent approach with the assets entrusted to us. Our risk management is based on over 165 years of experience in the investment business of Swiss Life insurance companies – a reliable basis for sustainable and steady portfolio development.

We actively and systematically manage risk. Our investment experts use a specific, structured investment process for each asset class. Macroeconomic scenarios and in-depth market analyses are used to tailor the portfolio optimally to the individual requirements of institutional investors and to make targeted investments.

Ongoing risk controls ensure adherence to defined parameters and monitoring of the portfolios.  Institutional clients have full transparency over adherence to the investment process and the positioning within the agreed risk budget. The aim is to identify risks early, avoid them and exploit opportunities to the benefit of our customers.

The Swiss Life Asset Managers Economic Research team develops medium-term economic scenarios, from which it derives fundamental assessments regarding the return potential of individual asset classes. These scenarios form the central basis for our Group-wide investment processes as part of the institutional investment management approach. For the most likely scenario, the Economic Research team prepares detailed forecasts for GDP growth and inflation in the main economic regions – with a particular focus on the main industrialised and emerging market economies as well as the European real estate markets.

The research team’s macro-economic analyses not only feed into our asset management strategies but also support distribution activities within the Swiss Life Group as a whole. Monthly publications provide current assessments of the financial markets, studies on the real estate market and analyses of economic, political and socio-economic developments – a valuable basis for sound investments and strategic asset management.

Swiss Life Asset Managers offers a wide range of funds in the fixed income, real estate, equities, infrastructure and multi-asset fields. Our solutions are designed to cover a range of investment needs – from stability-oriented strategies to return-focused mandates.

Active and responsible investment management, based on in-depth analyses, long-standing market experience and a clearly structured investment process, forms the core of our approach. Our fund solutions enable institutional investors to make targeted investments, diversify risks and efficiently pursue long-term investment objectives.