When managing a dedicated portfolio, the Swiss Life Asset Managers France team operates in collaboration with the investor in order to define the strategy to implement, risk limits, asset types … Allocation is carried out thanks to both operational experience and capacity to anticipate real estate market evolutions. The fund manager builds a business plan in order to validate financial and strategic aspects (Debt level, returns, IRR).
Portfolios related to a club deal fund
Club deal funds are initiated and managed by Swiss Life Asset Managers France in order to offer to a pool of investors relevant strategies delivering attractive returns and providing diversification. Our analysts continuously monitor key indicators and explore new markets in order to offer new opportunities while maintaining a Core/Core+ risk profile.