You manage pension assets – and optimise your investments
Do you want to invest pension assets profitably and in a manner that increases value? You’ll find the advice and products you’re looking for at the Swiss Life Investment Foundation. No matter what your needs are, you’ll find the right investment groups. And you’ll do so with partners who have the best qualifications.
Swiss Life Investment Foundation risk-optimised products
The product range consists of fund-like investment groups provided to specific clients segments by the Swiss Life Investment Foundation. All investors are tax-exempt Swiss employee benefits institutions.
The investment groups can be used by autonomous and semi-autonomous employee benefits institutions as building blocks for an individual investment strategy.
The special PM tranches incur reduced costs and can only be acquired from Swiss Life Asset Management within the asset management mandate.
These investment groups can be acquired by clients as part of a 3a pension solution or a Swiss Life Wings Invest vested benefit solution.
Optimisation and expansion of the BVG-Mix product range
The composition (strategic asset allocation) of the current BVG-Mix assets will be optimised for the future environment and the offering expanded to meet new customer needs.