Insurance companies

Investment themes

Insurance Talk «Navigating the domestic interest rate curve»

Receive our latest assessments of the domestic market and how we keep seizing opportunities in this challenging environment.

Thursday, March 31, 2022
09.30 – 10.30 a.m. CET


Implementing ESG

How to bring your ESG strategy to life


Webinar «Residential Real Estate»

How to keep seizing opportunities in a very competitive market

Tuesday, October 19, 2021
09.00 – 10.30 a.m. CET


A closer look at infrastructure

Most Swiss insurance companies are underinvested in infrastructure. The main reason for this is primarily unfavorable regulatory conditions. However, regulators are increasingly taking into account the advantageous properties of this asset class. We believe that Swiss insurers could benefit from this development soon. This twopager provides you with a few initial thoughts around infrastructure investments.


How to make your real estate portfolio fit for the future

Real Estate has been in vogue in the insurance industry over the past few years. Given the signs that bond yields could stay low for a long time (or maybe forever?) we believe that this will be the case over the coming years. On the below link you will find some first thoughts regarding possible trends on the real estate market.


Webinar «Real Assets»

UBS Asset Management's experts will share their experience in their corresponding sector with you. You will receive a market outlook, an overview of investment opportunities and future trends.

Tuesday, March 30, 2021
8:30 a.m.-10:30 a.m.


Commodities

The ongoing low interest rate environment increases the pressure on portfolio returns as well as the correlation between asset classes. Countercyclical behavior and diversification are key factors in this environment to increase risk-adjusted returns. Commodities is an asset class that has such characteristics. Therefore, considering commodities in portfolio allocation can be beneficial. In the following document, we have summarized some considerations about this asset class. For more information, please contact us.


Outsourcing and "White Labelling" for Insurers - October 2020

The contribution of the investment return to the overall result of insurance companies remains of great importance. However, the low interest rate environment, high regulatory requirements and increasing complexity require a high degree of efficiency in investment activities. This challenge increasingly raises the question about what should we do ourselves and what can third parties do more efficiently?