Invest with the Asset Management of Baloise
- Driven by performance and safety
- Many years of experience
- Individual, sustainable solutions
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Baloise offers stability and security thanks to over 160 years of experience in risk management, combined with forward-looking, model-based investment strategies tailored to customer needs. Since 2001, these competencies have been consolidated in our independent Asset Management division. With a balanced combination of performance and risk awareness, we manage approximately CHF 53.7 billion (as of Q3 2024) in assets with around 80 investment specialists.
As the asset management arm of a renowned insurance company, Asset Management of Baloise is the responsible partner for sustainably securing the financial future of the firm’s customers. We combine performance with safety and offer you access to promising investment opportunities. Our customers benefit from our many years of experience and tailored solutions. Our work is:
Our investment solutions are aligned with the long-term financial investment objectives of our customers. Baloise Asset Management offers a broad range of investment strategies for its own insurance funds, for institutional third parties such as insurance companies, pension funds, investment foundations and companies and for private customers. Our years of experience and expertise help us navigate the complex challenges of financial markets, risk management and the individual needs of private and institutional investors.
Our investment experts have extensive experience working with various asset classes. They use their specific expertise to assess risks and returns and identify market opportunities. They are briefed regularly by our in-house research team about global events and developments on the capital markets. This forms the basis for our professional, tailored solutions with proven investment success.
For over 160 years, our core skill has been managing risks. Our portfolio managers have their own personal market assessments, but they all pursue a common goal: to provide our customers with access to promising investment opportunities and attractive investment performance. This unique combination of performance and risk awareness makes Baloise Asset Management a responsible partner when it comes to sustainably securing your financial future.
Baloise Asset Management has extensive market access to the asset classes of real estate, private assets, equities and bonds. This enables us to provide optimal conditions for achieving the long-term income objectives of our customers. The volume and complexity of the assets entrusted to Baloise call for an organisation with extensive expertise and a stable, reliable, flexible operating platform. Our size allows us to have an advanced, efficient infrastructure with modern tools and data providers.
Sustainability is integrated into our investment processes. Considering sustainability positively impacts the risk/return profile and can create added value for the environment and society. To this end, we have expanded our established responsible investment strategy to include a dedicated active ownership and climate strategy.
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