The AXA Group is one of the three biggest insurance companies in the world. At the same time, it ranks among the leading asset managers with assets under management totaling around CHF 1,100 billion. The strengths of our asset management operations lie in global experience, local expertise, and a risk-conscious investment philosophy.
AXA Switzerland’s Asset Management unit develops tailored investment strategies for the Group’s insurance companies, collective and joint foundations, pension schemes, and pension funds. In Switzerland,we have over CHF 100 billion in assets under management.
We firmly believe that responsible, sustainable use of all resources adds value over the long term – for our customers, our shareholders, our staff, society at large, and the environment. We incorporate factors relating to the environment, social responsibility and good corporate governance (ESG: Environment, Social, Governance) into all investment decisions, while always aiming to achieve superior long-term returns. At the same time, we provide our customers with straightforward support to deal with their changing needs in a spirit of partnership.
AXA Switzerland Asset Management manages occupational pension assets for more than 40,000 Swiss companies. We aim to generate sustainable long-term investment returns for our customers so that their staff can enjoy financial security in retirement. We analyze market trends and regularly consult teams of analysts all over the world. Having built up expertise in assessing risks and opportunities over many years, we are well placed to put our findings into practice through active, tactical investment decisions (tactical asset allocation; TAA). In this way, we have the opportunity to achieve additional returns for our customers.
We invest our customers’ assets in accordance with the same principles used for our own pension fund. Our best-in-class approach means that we manage your assets independently with no conflicts of interest. For example, we do not favor proprietary funds.
We systematically seek out the ideal investment style (active or passive) for each asset class as well as the best investment managers (e.g. BlackRock, Credit Suisse, UBS, Wellington, Columbia Threadneedle, Ardian, Pimco, Fisch Asset Management, AXA Investment Managers, Lombard Odier, AllianceBernstein).
We have been managing assets successfully in Switzerland for over 140 years. Since insurance is our core business, we are experts in minimizing long-term investment risks, but we also include attractive asset classes to achieve solid, sustainable returns. This expertise is especially valuable in the current market environment of complex regulation and low interest rates.
Sustainability has been an important topic for AXA for quite some time. We are committed to a livable environment, a stable economy, and a safe society, and we assume a pioneering role in various areas of sustainability.
Sustainable investments are a central component of the asset management range of AXA Asset Management. We incorporate factors relating to the environment, social responsibility and good corporate governance (ESG: Environment, Social, Governance) into all investment decisions and refrain from investments that conflict with our ESG approach. We apply our ESG approach professionally for our customers and require the investment managers we use to commit to investing responsibly as well.
Our efforts with regard to sustainability are also aligned with the United Nations Principles for Responsible Investment (UNPRI).
In line with the Paris Agreement, we have set ourselves the target of limiting the global warming potential of our own investments to less than 1.5°C by 2050. We aim to completely eradicate coal form the global energy mix, which is why we are systematically withdrawing from investments in the coal industry.
We treat our customers as partners. This means that, rather than merely investing your assets, we advise and assist you where necessary. We work together with our colleagues in occupational benefits to offer you the right solutions for all your pension needs from a single source.
With AXA, you benefit from our global experience as a multinational group of companies as well as from our local expertise. We give you access to the most attractive asset classes worldwide and to a Swiss asset management team that addresses your individual needs personally and flexibly.
Sustainable and high-performance Pillar 2 solutions are in demand. Thanks to semi-autonomous PF solutions, SMEs and their employees have prospects of receiving significantly higher retirement benefits.
We spoke with Daniel Gussmann, Chief Investment Officer of AXA Switzerland, about modern pension fund solutions, sustainable investments, and the challenges posed by the capital market.
Learn more about the advantages and disadvantages of each and what you should know when making a decision.