Business management of investment foundations
We provide targeted support or handle all aspects of business management for your investment foundation – from transparent reporting to ensuring proper governance.
Solutions for investment foundations
Do you manage an investment foundation and would like to outsource some specific tasks? Private label investment groups and our services for investment foundations provide you customised solutions – efficient, professional and compliant with regulations.
The investment groups of your own investment foundation
You bring the necessary investment expertise – whether as an asset manager, through an investment committee or in collaboration with an external partner. Would you like to outsource operational and regulatory obligations in a lean and efficient manner? A private label investment group allows you to position your investment idea as a proprietary product and address specific investment needs that are not adequately met by standardised solutions.
Select precisely the services that ease your workload
Our service offering gives you a professional solution that is compliant with both legal and supervisory requirements. You select the tasks to outsource – from business management and administration to coordination of external partners. We flexibly adapt the scope and depth of our support to your needs.
Facts and figures at a glance
Frequently Asked Questions
What benefits do private label investment groups offer for investment foundations?
What benefits do private label investment groups offer for investment foundations?
Private label investment groups allow investment foundations to position their own investment strategies as a product. Operational, administrative and regulatory tasks are outsourced so that you can focus on your core competencies.
How is compliance with regulatory requirements ensured?
How is compliance with regulatory requirements ensured?
Swisscanto Fund Management Company has many years of experience in the business with collective capital investments as well as strict governance processes. Legal and regulatory requirements are monitored constantly and implemented reliably.
What role does Zürcher Kantonalbank play in this service offering?
What role does Zürcher Kantonalbank play in this service offering?
As the parent company of Swisscanto Fund Management Company, Zürcher Kantonalbank complements the offering with services such as asset management, trade execution and custody. That means you obtain an integrated solution from a single source.