Invest Lab Benefit from a wide variety of funds and comprehensive support services

Benefit from a wide variety of funds and comprehensive support services

Your benefits as a fund distributor

A broad range of products

You can access a vast array of investment products from our global network of more than 170 fund providers with a single managed agreement. You also have the benefit of a single source of data and reports on holdings, positions, and fees.

You get a clear package of fund selection services tailored to your needs:

  • Core fund solutions – Preferred fund solutions for each asset allocation building block as defined by the client.
  • Funds for research themes – Funds to implement client investment strategies in line with research themes.
  • Portfolio activation – Holdings review for switch proposals and client activation.

We have the experts at Credit Suisse InvestLab to manage the complex regulatory requirements – existing and new – for fund distribution.

Customized solutions so that you can stay focused on your core business. Through Credit Suisse AG, you have access to:

  • Execution services – Our funds execution desk ensures correct and timely placement of orders using our fully automated infrastructure. Orders placed in the same fund are bundled together in an efficient single transaction.
  • Global custody and fee management services – We keep custody of your assets and monitor the collection and transfer of trailer fees.