Mandates

When arranging the asset management mandates for institutional clients, Swisscanto intensively takes account of individual needs and requirements. The choice of the strategic asset allocation is dependent on the investment objectives and the ability to take risks. Thanks to its know-how and experience, the Swisscanto specialists have clear ideas on the suitability of different benchmark variants and are in a position to give professional advice at every decision level.

The basis of the collaboration is a contract that regulates the legal relations between investors and Swisscanto, defines the assets, including the accompanying custodian bank, and also records the investment guidelines.

Equities Switzerland
Investment style Active and controlled, added value due to style investing
Reference currency Swiss Franc (CHF)
Benchmark SMI, SPI, Small & Mid Caps (in accordance with clients' requirements)
Investment universe SPI (in accordance with clients' requirements)
Mandate size From CHF 30 million
Tracking Error 2-5% (in accordance with clients' requirements)
Information Ratio 
(= excess return over tracking error)
0.5
Investment rate Maximum 100%
Equities abroad
Investment style Active and controlled, added value due to style investing
Reference currency Swiss Franc (CHF)
Benchmark: MSCI (in accordance with clients' requirements)
Investment universe MSCI (in accordance with clients' requirements)
Mandate size From CHF 30 million
Tracking Error: 2-5% (in accordance with clients' requirements)
Information Ratio 
(= excess return over tracking error)
0.5
Investment rate Maximum 100%

Contact

Account Managers
institutional clients
Hans-Jörg von Euw
Phone +41 (0)58 344 49 56

Bernhard Zosso
Phone +41 (0)58 344 45 29

Christine Holstein 
Phone +41 (0)58 344 45 58

Copyright © 2012 Swisscanto