CONINCO Explorers in finance AG

CONINCO – Institutional Offering

 

Independent Advisor for Institutional Investors

Since 1990, CONINCO has been advising and supporting pension funds in the creation and development of their own or collective solutions. CONINCO is a 100% privately owned company, with 77.50% of the shares owned by the company's employees and managers.

 

Management tools and databases

developed and maintained for over 30 years. Our models are tailored to our clients' needs and are aligned with market requirements and developments. Our databases are continuously updated to provide maximum market insight.

 

Active/passive/independent/satellite management

Each client's specific management style is taken into account in relation to their personal risk/return profile.

 

A broad knowledge of diversification opportunities

We master the universe of diversification/return/risk ratio optimization options through:

  • Regional or global equities
  • Fixed-income products in CHF/foreign currencies
  • Private equity
  • Microfinance
  • Infrastructure
  • Mortgages
  • Swiss and international real estate
  • Commodities
  • Alternative investments

 

Strategy Asset/Liability/MSA Matching Study

  • Performance target
  • Analysis of risk capacity and risk budget
  • Financing validation
  • Harmonization of needs and constraints
  • Return on pension assets; investment strategy recommendations

 

Portfolio structure and manager selection

 

Assistant/manager match study

  • Request for proposals, evaluation, recommendations
  • Selection of investment solutions
  • Selection of investment styles
  • Mandate structure
  • Negotiation and implementation of contracts

Investment strategy | Asset matching study

  • Investment process
  • Asset diversification
  • Governance definition
  • Structure and operation
  • Investment regulations
  • Terms of reference

 

Investment control, management, and monitoring

  • Risk/return analysis
  • Compliance with investment guidelines
  • Manager oversight
  • Custodian bank(s) oversight
  • Management fee comparison
  • Risk management
  • Periodic reports to committees

 

Peer group performance comparison; Establishment, merger, reorganization, and liquidation of pension funds; Actuarial and legal advice; Training

 

CONINCO Sustainable Finance

Since 2003, we have paid particular attention to the connection between the real economy/finance and sustainable development.

 

Sustainability consulting

For all our services, we integrate sustainable data according to our clients' requirements and collaborate in defining values/clients for sustainable investments.

 

Proprietary Investment Strategies

We develop various proprietary strategies:

  • One Sustainable Fund
  • Global Environment
  • One Sustainable Fund
  • Europe Dividend
  • BCV Tracker AMC Eco Circularity
  • ONE CREATION Impact Finance

Share entry