The portfolio consists of money market and short term money market funds, most of which are SRI-labelled and cover investment horizons from one week to three months.
The money market offering is composed of one money market fund and one short-term money market fund. Largely SRI-labelled, the range covers investment horizons from one week to three months.
Our money market management is designed to meet investors’ cash management needs. It is characterised by a collective investment process, rigorous risk monitoring, and substantial credit analysis resources that ensure our independence from rating agencies.
For nearly 30 years, we have been supporting our clients in managing their cash with long-standing expertise in this segment. Our money market range consists of two UCIs with distinct profiles in terms of liquidity, credit, and interest rate exposure. It is particularly well-regarded by institutional and large corporate clients.
- One “money market” SICAV (SRI labelled): Swiss Life Funds (F) ESG Money Market Euro
- One “short-term money market” FCPs (SRI labelled): Swiss Life Funds (F) ESG Short Term Euro
Our money market funds are built on:
- a fundamental “top down” approach,
- an objective of transparency,
- active management of performance drivers,
- a collective approach,
- risk control at the heart of the investment process.
Our money market funds have been awarded the SRI label. The management team rigorously monitors the ESG ratings at issuer and portfolio level. Issuer downgrades / controversies and significant changes at the portfolio level are discussed at the weekly committee meetings, and steps are decided within the team.
The management team avoids investing in issuers with very low ESG ratings, and any investment in these issuers must be justified by the portfolio manager to the local and divisional risk committee.
In addition to the company-wide restrictions (investments in thermal coal, controversial weapons, FATF blacklist etc.), the Fixed Income Management team blacklists certain issuers on the basis of poor ESG performance, and restrictions are imposed on the purchase of the securities of these issuers (internal watch list).
Our investment solutions
Looking for a fund? We provide you with a comprehensive suite of investment solutions that cater to your unique needs and investment goals. Explore our webpage and discover the range of options available to help you achieve your financial aspirations.
Contact our Institutional & Corporate team
Supporting you in your choices is what we’re here for.