Individual investment strategies
More options with the customised investment strategy
If your investment volume is CHF 10 million or more, you can set up an individual investment strategy that is precisely tailored to the needs and risk capacity of your employee benefits unit. And you can work with your own asset manager to implement the strategy.
5 key issues regarding individual investment strategies
Dissolution of your independent pension fund
Have you ever thought about dissolving your pension fund while retaining control over your investments?
Affiliation with the GEMINI Collective Foundation allows you to maintain your current investment strategy without having to sell your investments. This means that you reduce costs and retain control over your investments.
ESG
Would you like to integrate ESG criteria into your investment strategy in accordance with your specific preferences and requirements?
A customised investment strategy allows you to incorporate ESG considerations into your investments according to your own preferences and criteria. You have the opportunity to reflect your values in your investment decisions.
Asset classes beyond the 4 pools
Would you like to include alternative investments such as private equity, hedge funds or private market products in your investment strategy?
An individual investment strategy allows you to make alternative investments such as private equity, hedge funds or private market products in accordance with the BVV 2 guidelines.
Choice of asset manager
Are you currently working with a FINMA-recognised asset manager and would like to use their services for the investments made by your employee benefits unit?
If you already work with a FINMA-recognised asset manager, you can continue to engage them for the management of your employee benefits unit. An individual investment strategy gives you the flexibility to retain the asset manager of your choice.
Your real estate
Do you hold real estate investments and would like to incorporate them into your investment strategy without divesting the holdings?
You can incorporate your real estate investments into your individual investment strategy without having to sell them. In this way, you will avoid time-consuming sales processes and retain high-yielding properties in your portfolio.