The Helvetia Investment Foundation is a reliable partner for investment solutions and supports its customers in reaching their goals. It offers high-quality and well diversified investment solutions. To do this, it works together with leading partners which it selects according to the best-in-class approach.
Sustainability is extremely important to the Helvetia Investment Foundation and is expressed in a sustainability strategy that is geared closely to Helvetia's Responsible Investment strategy. By the end of 2021, over 85% of assets will be invested and managed in line with sustainability principles.
Thanks to its excellent network with established and experienced partners in the Swiss real estate market, the Helvetia Investment Foundation can operate in the market as a professional and attractive provider of indirect real estate investments. As the entitlements to the real estate investment group are not traded in the capital market they generate a stable return over the long term, with low volatility.
The Swiss mortgages asset class is ideally suited as a substitute for or addition to CHF bond investments. After deducting costs, it reflects a positive current yield and in terms of security is comparable to a well diversified bond portfolio. With the Mortgages Switzerland investment group, the asset class can be invested in simply and quickly. Together with leading partners for sourcing and servicing, the Helvetia Investment Foundation offers a solution tailored to the needs of employee benefit institutions.
For Swiss employee benefit institutions the Helvetia Investment Foundation offers Swiss shares as the key asset class with a very innovative and scientifically well grounded approach. It draws on the five basic factor premiums and thus avoids the weaknesses of capital-weighted indices. The best performance can be generated when factor allocation is applied based on the market situation and macro-economic environment (GLOCAP signal).
The asset allocation of mixed assets is geared to a balanced risk/return ratio. The cost/benefit ratio is also optimized though the targeted use of index-linked investment solutions.