Attraktive Anlagelösungen für Pensionskassen

Investment solutions

Attractive investment solutions

As asset management specialists for pension plan assets, we use our expertise to help pension funds make the right investment choices to guarantee impressive returns and financial stability.

Equities

Equities Switzerland

We offer an actively and a passively managed fund. The “Baloise Fund Invest (CH) - IF Equities Switzerland” (BFI Equities Switzerland) investment fund aims to achieve an attractive long-term return above the benchmark Swiss Performance Index (SPI) through the active selection of high-quality shares with high and stable dividend incomes.

The “Baloise Fund Invest (CH) - IF Equities Switzerland passive” investment fund tracks the Swiss Performance Index (SPI), with the aim of achieving a return as close as possible to the index.

Equities World ex Switzerland

The two investment funds «Baloise Fund Invest (CH) – IF Equities World ex Switzerland» and «Baloise Fund Invest 2 (CH) – IF Equities World ex Switzerland» (BFI Equities World ex Switzerland) invest globally in equities from industrial nations. By opting for a systematic «value & quality»approach, the asset manager is able to supplement attractive value stocks with the equities of highly profitable companies, thus accomplishing above-average returns compared with the MSCI World ex Switzerland. 

Thomas Recher, Senior Portfoliomanager, Baloise Asset Management

“Investing according to clear, pre-defined rules is the key to success. By doing so, you remain true to your principles.”

Thomas Recher, Senior Portfolio Manager
Baloise Asset Management 

Bonds

Bonds CHF Switzerland

Through a policy of active management and broad diversification of CHF investment-grade bonds, the investment fund «Baloise Fund Invest (CH) – IF Bonds CHF Switzerland» (BFI Bonds CHF Switzerland) offers an attractive risk-return profile for investments in the CHF bond market with Swiss-domiciled issuers.

Bonds CHF Foreign

Through a policy of active management and broad diversification of CHF investment-grade bonds, the investment fund «Baloise Fund Invest (CH) – IF Bonds CHF Foreign» (BFI Bonds CHF Foreign) offers an attractive risk-return profile for investments in the CHF bond market with issuers domiciled outside Switzerland.

Marco di Liberto, Senior Portfoliomanager, Baloise Asset Management

“Take advantage of our many years of experience – we apply the same philosophy and expertise when investing your assets as we do when investing our own.”

Marco di Liberto, Senior Portfolio Manager
Baloise Asset Management 

Bonds USD

The fund «Baloise Fund Invest (CH) – IF Bonds USD» (BFI Bonds USD) invests in the world's biggest bond market. Because the investment strategy does not pursue a rigid benchmark orientation, Asset Management can apply a high degree of flexibility. The fund is therefore able to offer an attractive risk-return profile, both in US dollars (USD) and, currency-hedged, in Swiss francs (CHF).

Julian Wiedmer, Senior Portfoliomanager, Baloise Asset Management

“Released from the confines of a benchmark, your portfolio can appreciate in value on a sustainable basis. It makes sense to follow Baloise's proactive investment policy.”

Julian Wiedmer, Senior Portfolio Manager
Baloise Asset Management 

Alternative investments

Senior Secured Loans Fund

Baloise's Senior Secured Loans Fund combines Baloise Asset Management's knowledge in the area of senior secured loans with the expertise of three carefully selected, independent loan managers from the field of credit analysis and selection. Spread across a broad base of international subsidiaries, the Baloise Group has invested more than a billion francs in this investment fund.

Thomas Haueter, Senior Portfoliomanager, Baloise Asset Management

“Diversifying into senior secured loans makes particular sense in today's low-interest-rate environment.”

Thomas Haueter, Senior Portfolio Manager
Baloise Asset Management 

Multi-assets

BVG-Mix products

The three mixed pension products available from the Baloise Investment Foundation for Pension Funds aim to achieve attractive returns in CHF through broad diversification and active management.

Daniel Kuenzi, Senior Portfoliomanager, Baloise Asset Management

“Successful investment is all about broad diversification, constantly weighing up the various asset classes in terms of their attractiveness, and responding flexibly to changing circumstances.”

Daniel Kuenzi, Senior Portfolio Manager
Baloise Asset Management 

BVG-Mix Dynamic Allocation

Rather than focusing on a fixed investment strategy, the diversified investment product BVG Mix Dynamic Allocation available from the Baloise Investment Foundation for Pension Funds flexibly manages equity allocation depending on the current market situation.

Andreas Bertschi, Senior Portfoliomanager, Baloise Asset Management

“All too often, negative trends last longer than investors imagine. Opting for a hedging strategy can offer additional benefits in such circumstances.”

Andreas Bertschi, Senior Portfolio Manager
Baloise Asset Management