Indepen­dent Asset Manage­ment for Insti­tu­tional Investors

Insti­tu­tional investors have specific requi­re­ments when it comes to asset manage­ment. Founda­tions, pension funds, and corpo­ra­tions must balance invest­ment objec­tives, risks, liqui­dity, regula­tory requi­re­ments, and reporting. Tareno combines perso­na­lized service for each client with the invest­ment exper­tise and infras­truc­ture of an estab­lished indepen­dent asset manager.
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Asset Manage­ment Tailored to Your Insti­tu­tion

Asset manage­ment requi­re­ments vary depen­ding on the insti­tu­tion. That is why we do not rely on standar­dized solutions; instead, we tailor our invest­ment strategy, portfolio manage­ment, and reporting to meet each client’s specific needs.

Whether it’s a founda­tion with a board of trustees, a pension fund with an invest­ment committee and its managers, or a company with internal contacts: We tailor our colla­bo­ra­tion and commu­ni­ca­tion to the respec­tive struc­tures.

Our goal is to provide tailored asset manage­ment and support so that our clients always feel they are in good hands.

Asset Manage­ment for Founda­tions, Pension Funds, and Compa­nies

Founda­tions

Chari­table founda­tions and family founda­tions need an invest­ment strategy that balances the long-term preser­va­tion of assets with the finan­cial requi­re­ments of the foundation’s mission. We serve numerous founda­tions and tailor our asset manage­ment services to their specific needs, guide­lines, and distri­bu­tion goals.

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Pension funds and other retire­ment plans

Pension funds must balance returns, risk, and liqui­dity over the long term while also taking into account regula­tory requi­re­ments and indivi­dual invest­ment policies. We develop tailored invest­ment strate­gies and mandates and provide support through trans­pa­rent reporting that meets the requi­re­ments of the relevant gover­ning bodies.

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Company

When investing their assets, compa­nies have varying requi­re­ments in terms of security, returns, and liqui­dity. Together, we define the invest­ment horizon, liqui­dity needs, and risk parame­ters, and use these to develop a suitable invest­ment strategy for the company’s assets.

How We Work with Insti­tu­tional Clients

1. Under­stan­ding Requi­re­ments

To begin with, we work together to analyze invest­ment objec­tives, risk parame­ters, liqui­dity needs, regula­tory frame­works, and existing struc­tures.

2. Defining a Custo­mized Invest­ment Strategy

Based on this analysis, we develop a custo­mized invest­ment solution, which we discuss with the relevant decision-makers and adjust as needed. We place a high value on trans­pa­rency and well-documented invest­ment decis­ions to support the respon­sible bodies in their tasks and alleviate their workload.

3. Imple­ment the portfolio

We imple­ment the agreed-upon strategy independently within our Portfolio Manage­ment depart­ment, in accordance with the defined guide­lines.

4. Trans­pa­rent Reporting

Reporting and analyses are tailored to the requi­re­ments of the respec­tive insti­tu­tion and its gover­ning bodies.

5. Ongoing Strategy Review

The portfolio’s perfor­mance and the invest­ment strategy are regularly assessed jointly and, if neces­sary, adjusted to reflect changes in market condi­tions.

6. Ongoing dialogue

We commu­ni­cate regularly and on an ad hoc basis with those respon­sible.

Here’s How Colla­bo­ra­tion Works on an Insti­tu­tional Mandate

Tareno Prozess fuer Instutitionell EN 1

What Insti­tu­tional Investors and Pension Funds Can Expect from Tareno

Indepen­dent Invest­ment Decis­ions

As an indepen­dent asset manager, we are not tied to our own finan­cial products or to any specific custo­dian bank. Our clients benefit from the freedom to choose their custo­dian bank, as well as from our estab­lished network of 12 custo­dian banks with which we have maintained long-standing relati­on­ships and negotiated attrac­tive terms.

In-House Invest­ment Exper­tise

Our core exper­tise lies in the analysis of finan­cial markets and custo­mized portfolio manage­ment, backed by a proven track record.

Our invest­ment exper­tise is rooted within our organization. This enables us to make decis­ions directly, actively manage portfo­lios, and tailor our approach to meet the specific needs of various insti­tu­tional clients.

Profes­sional struc­tures and regula­tory compli­ance

Tareno has both an internal and an external audit function and is licensed by FINMA.

With over 45 employees and client assets totaling appro­xi­m­ately CHF 3.9 billion, our size enables us to profes­sio­nally meet the regula­tory and organizational requi­re­ments of insti­tu­tional clients and pension funds while maintai­ning a perso­na­lized decision-making process.

Reporting Tailored to Your Needs

Insti­tu­tional investors and pension funds require diffe­rent types of infor­ma­tion for their execu­tive manage­ment, invest­ment commit­tees, board of trustees, or regula­tory autho­ri­ties.

We can prepare custo­mized reports as well as those required by regula­tory autho­ri­ties on a case-by-case basis and, if needed, make them available on a daily basis.

Compe­ti­tive Terms

Profes­sional insti­tu­tional asset manage­ment is charac­te­rized not only by high-quality invest­ments but also by a strong focus on cost effici­ency.

Thanks to our size, our well-estab­lished infras­truc­ture, and our many years of experi­ence, we are able to offer insti­tu­tional clients attrac­tive and compe­ti­tive terms.

In doing so, we always consider the total cost of an invest­ment solution. In addition to our manage­ment fees, we also consist­ently take into account the indirect costs of the invest­ment instru­ments used when construc­ting portfo­lios. Our “best-in-class” approach ensures that we select solutions that excel in terms of quality, perfor­mance, and cost. Our indepen­dence is a key advan­tage in this regard.

Learn more about our invest­ment philo­sophy

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Experi­ence Insti­tu­tions Can Rely On

Tareno has been managing assets for insti­tu­tional clients and pension funds for many years.

Our clients include, among others:

  • Family founda­tions
  • Chari­table founda­tions
  • Pension funds and other retire­ment plans

Why Tareno?

Indepen­dent

We make indepen­dent decis­ions, do not favor our own products, and, when neces­sary, bring in external experts who provide compre­hen­sive advice.

Licensed by FINMA

Profes­sional regula­tory struc­tures with oversight by the finan­cial market super­vi­sory autho­rity.

Owner-operated

The company is owner-managed. Respon­si­bi­lity is assumed directly and put into practice.

Winner of multiple awards

For our custo­mers’ perfor­mance

Experi­ence

Exten­sive experi­ence in asset manage­ment and serving insti­tu­tional clients and pension funds.

Profes­sio­nally organized

Internal and external audits, as well as insti­tu­tional reporting options.

Custom

Not a one-size-fits-all solution, but mandates tailored to each insti­tu­tion.

Your contact for insti­tu­tional clients

:
At Tareno, insti­tu­tional clients are served by an experi­enced team. Our invest­ment team, led by CIO Simon Lutz . Together with the specia­lists on his team, he ensures the profes­sional imple­men­ta­tion of the defined invest­ment strategy.

For perso­na­lized account manage­ment, an experi­enced client advisor is at your side—someone who under­stands your indivi­dual needs and serves as the liaison to the invest­ment team.

Josef U. Bollag, majority share­holder and client advisor, as well as Sybille Wyss, CEO, are happy to meet with you perso­nally for a no-obliga­tion initial consul­ta­tion.

Sybille Wyss
Sybille Wyss
CEO and Equity Partner
+41 61 282 28 00 E-Mail
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Josef U. Bollag
Josef U. Bollag
Vice President of the Board of Directors and Equity Partner
+41 61 282 28 00 E-Mail
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Simon Lutz
Simon Lutz
Chief Investment Officer
+41 61 282 28 00 E-Mail
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Portrait Sybille Wyss

Talk to us about your needs

Whether you’re a founda­tion, pension fund, group founda­tion, or other retire­ment plan provider, we’d be happy to show you how a partner­ship with Tareno can be struc­tured in practice.

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