Institutional investors - About us

Erstklassiges Kompetenzzentrum für institutionelle Anleger

A first-class centre of excellence

Secure yourself the entire investment know-how of one of Switzerland's biggest asset managers

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Senior Secured Loans Fund

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A first-class centre of excellence for your investments

Baloise Insurance has been successfully managing its insurance assets for more than 150 years. Nowadays, its investment expertise is grouped under Baloise Asset Management, which looks after both the Baloise Group's own assets and the investments of its clients. As one of Switzerland's 20 biggest asset managers, we know how to seize opportunities in today's complex market and offer you tailored investment solutions with attractive performance prospects to meet your needs.

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Attractive investment performance

While our portfolio managers all have their personal opinions of how the markets will perform, they all share a common objective: giving our clients access to the most promising investment opportunities and offering attractive investment performance.

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A professional approach and continuity

The same experienced team of portfolio managers looks after your investment assets and our own corporate assets. In this way, you benefit from a highly professional approach and continuity in the management of your investment assets. 

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Comprehensive market analyses

The investment officers responsible for both corporate and clients' assets meet up regularly with our market analysts and Executive Committee to discuss world events and the situation in the capital markets. Our portfolio managers combine this information with your specific financial preferences to craft a customised investment portfolio. 

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“State of the art”

Our size allows us to implement professional, state-of-the-art infrastructure comprising modern tools and a range of data suppliers. You will receive a monthly report featuring performance indicators, securities account or product summaries and specific analyses according to your needs. At least once a year, your portfolio manager will review the performance with you; you are welcome to tap into our experts' specialist knowledge at any time. 

Our investment solutions

We offer you investment solutions in the fields of equities, bonds, alternative investments, real estate and multi-assets. The focus is always on balancing expected returns against investment risk. Our aim is to add value in the form of increased returns while keeping risk low. Our focus on security and risk management is reflected both in the daily management of the portfolio and in the shaping of our risk-minimizing investment strategies.

Our range of services

Our many years of experience and in-depth knowledge of asset management also make us a reliable partner for more complex questions relating to your investment assets.