Institutional Investors Implementing the Investment Strategy

Implementing the Investment Strategy

Credit Suisse can help you execute your investment strategy. It does not matter if you are interested in delegating management of your assets to Credit Suisse or simply need some advice. The type of relationship you have with our specialists can be fully tailored to your individual needs.

Independent Management

Our expertise and our tools will help you to execute your investment strategy. We guarantee efficient settlement. Besides that, you will also enjoy direct access to our asset management, trading, and research products. Our experts will be happy to advise you.

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Independent Management

Credit Suisse Asset Management

With Credit Suisse asset management, we take as much of the work off your hands as possible. You delegate your investment decisions to the bank but always maintain the desired level of security and transparency by placing specific limits on our activities. Our client advisors in your area will be happy to advise you.

Local Contact
Credit Suisse Asset Management

Mixed Funds

You determine your investment strategy. However, we will be happy to assist you with efficient implementation. You benefit from transparently structured fees and a comprehensive, innovative product range.

Your needs

The investment philosophy of active asset management exploits inefficiencies in the capital markets, with the aim of achieving better performance.

Investment objectives

The investment objective of this investment group is to generate an appropriate return in Swiss francs by taking advantage of the possibilities for international diversification.

Our solutions

Tax-Exempt Pension Funds

Solution ISIN number
CSA 2 Mixta-BVG 25 (CHF)* CH0008879022
CSA 2 Mixta-BVG 25 Plus (CHF)* CH0112172850  
CSA 2 Mixta-BVG 35 (CHF)* CH0008879048
CSA 2 Mixta-BVG 45 (CHF)* CH0008879097 
CSA Mixta-BVG I (CHF) CH0015036608  
CSA Mixta-BVG Basic I (CHF) CH0015036608 

*For CSA 2 (Credit Suisse Investment Foundation 2nd Pillar), only the following funds are permitted:

  • registered employee benefits insurance funds pursuant to art. 48 BVG
  • extra-mandatory pension funds with benefits defined in the regulations 
  • collective foundations and joint foundations
  • vested benefits foundations

Your needs

When you choose passive asset management within specific ranges, your investment decisions are systematically carried out following clearly established rules with a predefined benchmark (physical replication) and in compliance with the BVG/BVV2 investment regulations. The CSA Mixta-BVG investment group makes indirect investments globally in fixed and variable-rate securities via indexed investment funds, in equities, and Swiss real estate.

Investment objectives

The aim is to achieve the benchmark return.

Our solutions

Tax-Exempt Pension Funds

Solution ISIN number
CSA Mixta-BVG Index 25
on request
CSA Mixta-BVG Index 35
on request
CSA Mixta-BVG Index 45
CH0112695736

Your needs

When you choose passive asset management with risk control, your investment decisions are systematically carried out following clearly established rules and in compliance with the BVG/BVV2 investment regulations. The key risks in a mixed portfolio are controlled systematically based on a risk assessment using Finreon indicators.

Investment objectives

A risk-controlled investment strategy attempts to reduce asset erosion as well as make effective use of your risk budget.

Our solutions

Tax-Exempt Pension Funds

Solution ISIN number
CSA BVG 25-45 Dynamic I
CH0307252954

Personalized Advice 

Search for a contact in your area 

We are your partner and would be happy to arrange a consultation with you.

Contact us by phone at +41 (0)44 333 20 47 or speak directly to the advisor in your region.