Asset management mandates

Only few actively managed investment funds are able to outperform the market. Any by using cost-effective ETFs and other index funds, it is possible to easily cover a broadly diversified range of asset classes in a transparent manner, without the risk of "active betting" or high fees negatively impacting the result. 

With the asset management mandate with index investments, we seek out the best index funds for you and monitor them regularly. Thanks to our independence, we always make our decisions without any conflicts of interest. And as we consistently pass on any discount, we can keep your costs to an absolute minimum. These lower costs contribute to higher returns over the long term.

Index funds are very cost-efficient, market-oriented investment instruments. Consequently, they are particularly suitable for asset accumulation. Asset management with index investments focusing on ESG takes account of social, environmental and governance criteria, as well as financial indicators, in its valuation and selection of funds. This results in a good risk/return profile and aligns the portfolio appropriately in the long term. The index funds used are monitored on an ongoing basis. If other funds meet the qualitative and quantitative criteria even better, it is checked whether swapping funds would make sense.

In addition to return and risk considerations, ESG criteria are also explicitly taken into account in investment decisions of the Asset Management with Investment Funds Focus ESG mandate. The qualitatively and quantitatively best funds are selected in a multi-stage process. Preference is given to cost-efficient index funds with improved ESG characteristics. Active funds can also be used in a targeted manner to lend even more weight to the sustainability aspect.

To successfully manage their members' money, many Swiss pension funds base their strategy around the Pictet LPP Indices. You can also implement this investment strategy as a private investor. Thanks to its intelligent rebalancing mechanism and use of ETFs and other index funds, the OPA-focused asset management mandate is a cost-optimised and long-term structured investment solution with significant return potential.

Our professional selection process and multi-strategy approach make our asset management mandate with individual securities a unique total investment solution. With this asset management mandate, you can invest in individual securities and benefit from dividend income as well as from the price potential of companies.

With the asset management mandate top Swiss dividend equities, you invest in an equities asset and benefit from regular dividend distributions in all market phases. Promising equities are selected according to objective criteria and their performance is continually monitored.