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.
Swiss Life Investment Foundation continues on growth path
In 2017, the Swiss Life Investment Foundation was once again able to significantly increase its assets under management, as gross assets rose by 20% to close the year at CHF 7.5 billion (previous year: CHF 6.3 billion). The Swiss Life Investment Foundation is thus among the fastest growing investment foundations in Switzerland.