Multi Asset Solutions

You stand to benefit from the advantages of balanced investing even with a low invested amount.

Our balanced funds represent ready-made solutions that follow state-of-the-art investment processes and employ strict risk controls, putting the power of institutional asset management at your disposal.

Among our product range, we offer global, Swiss-biased, income-generating, and unconstrained strategies, as well as investments screened for ESG and sustainability criteria.

Take advantage of Credit Suisse’s comprehensive investment expertise in a single solution.

Client benefits

• Benefit from the combined wisdom of 250 investment experts
• Investment decisions reflect the investment opinions of Credit Suisse
• Choose between traditional and sustainable investment solutions

Investment universe

• Broad range of investment instruments

Focus on traditional fund investments in Swiss francs.

Client benefits

• Suitable for follow-up investments in the CSA Mixta solution at retirement
• Actively managed and broadly diversified asset allocation
• Privilege 20: investments are screened for sustainability criteria and also comply with the Swiss federal government’s investment regulations for “Investments for Additional Needs” (Article 7 VBVV)
• Privilege 35/45/75: investments are screened for sustainability criteria for adherence to Swiss OPA investment regulations

Investment universe

• Individual securities, passive instruments, complemented by active funds

Let your assets work for you and enjoy regular, consistent income.

Client benefits

• Access to the full spectrum of Credit Suisse’s investment experience and know-how
• Access to enhanced yield sources such as dividends and higher-yielding bonds
• Benefit from regular, sustainable distributions 

Investment universe

• Focus is placed on individual securities or passive instruments and active funds, depending on the solution

Actively managed multi-asset solution aiming to achieve the highest possible overall performance, consisting of current income, capital gains, and currency gains

Client benefits

• Unconstrained approach with flexibility to exploit opportunities globally, including in emerging markets
• Highly skilled management team and risk monitoring

Investment universe

• Bonds, equities, and liquid alternative instruments globally, including in emerging markets

At a certain size, it begins to make economic sense to tailor solutions specifically to your investment vision. We offer various levels of customization within a range of benchmark-oriented and risk-limit-oriented strategies.

These individual solutions are oriented to your needs. You determine your level of risk, target return, and adherence to ESG criteria.

Alongside traditional active mandates, these include

• Tactical Focus Mandate
• Core-Satellite Mandate
• Target Volatility Mandate
• Risk Overlay Mandate