Multi-Asset

Our multi-asset management  

• Active, systematic and quantitative management;
• Constant collaboration between our research and management teams;
• Robust investment principles with a proven rational basis;
• Reactive asset allocation that is updated at least monthly and takes into account the positioning in the economic cycle, an analysis of market trends and the relative risk levels of each asset class;
• Risk management: priority given to transparent products;
• Investments in UCITS managed by Swiss Life Asset Managers based on our established expertise, few investments in external UCITS (excluding ETFs);
• Portfolio readability: limited number of lines in our portfolios while benefiting from a very broad diversification of the portfolio (fund of funds);
• Investment liquidity: promotes monthly rebalancing to target the desired level of volatility.

Reasons to invest

• A pioneer and specialist in multi-asset management with proven expertise in fund management representing more than EUR  23 billion of multi-asset investments (as of 31/12/2024);

• A long, successful and recognised performance history with a high resilience profile and a “good household manner”;

• Management with the capacity to be reactive, facilitating swift adaptation to your requirements while ensuring risk management;

• A management team composed of recognised professionals with established collaboration with the macroeconomic research and financial engineering teams.