Our services at a glance
Whether you want to benefit from our expertise in consulting or are contemplating full-scale outsourcing, we can provide the support you need.
Optimising your investment strategy
Benefit from our long-standing experience in professionally managing our own assets and those of our clients. We will put together an investment strategy tailored to your investment goals and an appraisal of the market based on a comprehensive macro-economic analysis. We will give you access to the same investment solutions we use when managing our own assets.
In our asset-liability management study, we use a stochastic ALM model to produce a recommendation for your strategic asset allocation. The aim here is to safeguard – with a high degree of probability – the long-term financing of your fund's pension liabilities. You benefit directly from our long-standing experience in asset-liability management in the field of occupational pensions. Our analysis forms an ideal decision-making basis for your investment committee and foundation board.
If you opt for a mandate solution, you can deposit your assets in a custody account with the Zurich branch of BNP Paribas Securities, Paris. Whether looking after their own deposits or those of their clients, Baloise Asset Management and BNP Paribas have enjoyed a successful collaboration for many years in this field. As a result, we are able to make you attractive offers with fully automated processes.