Offer for pension funds
Helvetia Asset Management offers bespoke investment solutions for institutional investors in the form of mandates and collective investment schemes. Our range covers the asset classes of Equities, Fixed Income, Private Markets, Real Estate and Multi Assets. At the heart of our investment approach lies a balanced relationship between expected returns and the risk taken. Through a consistent focus on security, risk control and active management, we aim to generate sustainable long-term added value in the form of attractive risk-adjusted returns.
Thanks to our many years’ experience in asset management for pension funds, insurance companies, banks, asset managers and other institutional investors, we understand our clients’ diverse requirements and develop tailored investment solutions to meet their individual needs.
Helvetia’s Asset Management division is one of the five largest Swiss asset managers and boasts in-depth expertise, many years of experience and market access across all asset categories. We are committed to a transparent investment policy and invest your insured persons’ pension funds in the same way as our own pension funds and customer funds. We also offer you active portfolio management within the same teams of experts. This ensures a high level of professionalism and continuity for all funds entrusted to us, while also enabling us to consistently harness potential synergies for your benefit.
Helvetia not only manages your pension fund’s assets, but has also been a reliable partner for risk reinsurance in occupational pension provision. For over 30 years, our investment foundations have been supporting Swiss pension funds and bring their many years of experience with the 2nd and 3rd pillar to the development of our investment and service solutions. You can choose which risks to insure on a modular basis: from a single risk benefit right through to the commensurate reinsurance cover for all regulatory risk benefits, anything is possible.
From advisory to portfolio migration: At Helvetia, you’ll receive a comprehensive range of additional services. You’ll have designated points of contact and customer-focused processes that simplify collaboration and keep your administrative workload to a minimum. We also attach great importance to straightforward documents, clear information and transparent reporting.