Private Labelling Solutions
Are you looking for a suitable vehicle to implement your institutional investment solution?
The Avadis Investment Foundations offer Swiss employee benefits institutions and asset managers the use of their investment platform. We have long-standing experience and a wide range of interdisciplinary skills when it comes to implementing individual investment solutions.
If you are planning to implement your own investment solution, why not benefit from our tried and tested infrastructure for institutional investors?
Your benefits
High degree of flexibility and individual solutions tailor-made for Swiss employee benefits institutions
Quick implementation thanks to a streamlined organisation and swift decision-making
Safeguarding of risk management, governance and compliance
Easy access to complex asset classes, e.g. private equity
Investment solution under your own brand
“We have put Avadis in charge of the launch of a dedicated private equity investment group for Swiss employee benefits institutions, providing our clients with easy and inexpensive access to investments in a complex asset class.”
Our private labelling services
Implementation of investment solution in coordination with the OPSC
Operational management of the investment foundation
Controlling of cash flows and capital calls
Administrative activities, for instance registration of investors or handling of subscription orders
Preparation of reports
Preparation of the annual report in coordination with the auditor
Calculation of financial indicators and TER
Further services by arrangement
Please do not hesitate to contact us for an informal exchange of ideas and information. We look forward to hearing from you!
Dr. Claudia Emele
Managing Director, Avadis Investment Foundations
+41 58 585 71 69
claudia.emele@avadis.ch
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