About us

Baloise Fund Invest (Lux)

Baloise Fund Invest (Lux) is the fund management company of the Baloise Group.

  • We offer our customers attractive investments in funds
  • Fund investors thus have easy access to professionally managed investments
  • Various needs are covered; appropriate fund solutions are available for security-oriented, risk-aware and risk-tolerant investors

It is very important to us that our customers achieve their financial goals. We are committed to the goal of creating added value for investors. Baloise is a member of the Swiss Funds and Asset Management Association (SFAMA), the industry association of the Swiss fund and asset management sector www.sfama.ch.

Baloise Asset Management

Asset management for the BFI funds is handled by Baloise Asset Management Switzerland Ltd. In taking care of the assets entrusted to it, Baloise Asset Management is responsible for selecting the most appropriate investments within the individual funds. External partners are also involved in the management of certain BFI funds.

At Baloise Asset Management, approximately 50 financial experts manage various Baloise Group assets, amounting to a total of around 50 billion Swiss francs. It is thus one of the top 20 largest asset managers in Switzerland.

Baloise Investment Foundation for Pension Funds

The Baloise Investment Foundation for Pension Funds has managed assets for Pillar 2 (occupational pension) and Pillar 3a (private tied pension provision) pension funds since 1995.

Private individuals can invest in the Investment Foundation’s investment products under the Pillar 3a framework.