Business customers

Services offered

Our services at a glance

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.

Optimising your investment strategy

Take advantage of our years of 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.

ALM studies

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.

Custody

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.

Reporting

Our monthly investment report provides you with a portfolio cockpit and early-warning system for the most important management parameters, all in a clear and concise format. Besides the relevant performance and risk indicators, a detailed statement of assets, and comprehensive transaction lists, the investment report also includes proof of compliance with investment guidelines and regulatory requirements.

Securities bookkeeping

We take care of securities bookkeeping for your mandate solution in our Simcorp Dimension securities system, and measure your securities according to Swiss GAAP FER. The respective closing dates and the scope of current reports are tailored to your individual requirements.