Institutional Investors 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.
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.
The investment philosophy of active asset management exploits inefficiencies in the capital markets, with the aim of achieving better performance.
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.
*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
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.
The aim is to achieve the benchmark return.
Tax-Exempt Pension Funds
|CSA Mixta-BVG Index 25
|CSA Mixta-BVG Index 35
|CSA Mixta-BVG Index 45
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.
A risk-controlled investment strategy attempts to reduce asset erosion as well as make effective use of your risk budget.
Tax-Exempt Pension Funds
|CSA BVG 25-45 Dynamic I
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