Our track record is excellent. For close to 20 years, our managers have been delivering returns above the benchmark for our occupational pension investment funds. For example, our LPP25 fund for institutional investors has generated an annualised return of 3.6%, beating its benchmark by 0.6% each year. Our LPP40 fund has delivered similar results.
We can deliver such solid results thanks to our rigorous asset allocation approach, which is in keeping with Swiss occupational pension law, and to our strict risk-management framework. Our sophisticated investment philosophy and the top-flight research conducted by our investment management team also play a fundamental role.
When it comes to institutional asset management, our flexible, made-to-measure solutions are what set us apart. We can adjust several aspects of our management style so that it is fully aligned with each of our clients’ needs and constraints.
With our management mandates, it is possible to make changes to the investment universe, raise or lower the risk level and add qualitative filters according to a pre-determined set of rules, thereby guaranteeing our clients a fully bespoke service.
"To be viable over the long term, pension funds need to generate returns. Our asset allocation approach is based on this premise, bearing in mind that any risk also represents an opportunity."
Ever since we started managing institutional assets, we have always ensured that our asset allocation strategies remain in step with key market trends and that we always keep firmly in line with the requirements of Swiss occupational pension law.
One of our strengths is that our approach to institutional asset management mandates has not changed since we first launched this line of business. We have remained disciplined and consistent over time, which is why we have successfully weathered two major financial crises.
We work to build a solid partnership with our institutional clients, one that will produce tangible benefits over the long term. It is by forging close ties with our clients, ensuring we are always available and providing them with an excellent service that we can help them to achieve their goals.
To enable our private clients to take full advantage of our expertise in institutional asset management, we have developed a series of Prévoyance Plus management mandates based on three strategies: LPP25, LPP40 and LPP60.
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L'Arbre à Vent est un système éolien en forme d'arbre dont les feuilles sont conçues pour exploiter le vent, en vue de le transformer en énergie propre et durable.
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