Invest in traditional assets
Our BVV2-compliant investment modules cover all asset classes relevant to Swiss pension funds, offering a balanced range of equity and bond investments.
An essential part of every portfolio
Choose from an extensive investment portfolio of equities and bonds according to your individual risk appetite. Subscriptions can be made on a monthly basis.
- We work with best-in-class managers worldwide
- Continuous monitoring of managers
- Strict cost management
- Free asset management (rebalancing)
For over 20 years we have been focusing on a long-term and sustainable investment approach.
The Avadis investment foundations apply sustainability criteria for the implementation of investments. Exclusion criteria for investments are applied to traditional investments. Based on the Oslo (production and distribution of cluster munitions) and Ottawa (production and distribution of anti-personnel mines) agreements, companies that produce and distribute such products are excluded from the portfolios. In the case of Swiss equities, the exercise of voting rights for investors is ensured by the possible provision of a voting preference.
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