The core activity of OLZ is asset management, particularly investment advice and management for institutional and private clients, with a focus on sustainable and risk-based investment strategies. The company offers various services, including asset management, wealth management, asset management for private clients and pension solutions.
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Wealth management for private clients with personal consulting; mixed mandates using fund building blocks, single-security mandates, delegated investment decisions and supplementary portfolios with bond funds.
Institutional investment solutions
Investment solutions for institutional clients with scientifically based, flexible strategies; risk-based equity solutions, index-linked equity solutions, dynamic equity solutions, bond solutions, mixed-mandate solutions and tailored solutions.
Risk-based equity solutions
Equity strategies for systematic risk reduction using scientific models, broad diversification and efficiently optimised portfolios for institutional investors.
Index-linked equity solutions
Index-near equity mandates with rule-based structuring, transparent implementation and cost-efficient portfolio optimisation with close alignment to market indices.
Dynamic equity solutions
Equity solutions with dynamic equity management that flexibly adjust the equity exposure to market conditions and reduce risks in volatile phases in a targeted manner.
Bond solutions
Bond portfolios with CHF and international government bonds, systematic and transparent implementation, predictable returns, lower fluctuations and diversification.
Mixed mandate solutions
Mixed mandates comprising equity and bond funds with balanced diversification, dynamic allocation, sustainability criteria and individual orientation to objectives and risk profiles.
Tailored solutions
Individually tailored portfolios aligned with objectives, values and risk profiles; taking into account sustainability criteria, sector and country preferences as well as specific factors.
Funds for institutional investors
Investment funds for institutional investors with access to fund reports and information on prices and performance.
Funds for private investors
Investment funds for private investors with fund overviews, price information and performance, directly investable even without a wealth management mandate.
Pension solutions
Pension offer for Pillar 3a, vested benefits and 1e plans with personal consulting, suitable solutions and pension calculators.
Tailored ESG solutions
Individual sustainable investment strategies with ESG exclusions, ESG integration and stewardship; taking into account sustainability criteria, climate targets and transition risks.