Asset management for foundations
Overview of our mandates
Rahn+Bodmer Co. offers you three different asset management mandates. Alongside the mandates that closely reflect our investment philosophy, you can also choose from a broad range of alternative options. The solution or combination of different solutions tailored to your needs form the framework for all investment decisions for us. We report to you regularly on the performance of the assets and are happy to answer your questions at any time.
With this comprehensive investment solution, you can benefit from our decades of investment expertise and invest in line with our investment philosophy. Omnia means complete or holistic in Latin, and this is precisely the guiding principle of our classic asset management mandate. With OMNIA, you invest your foundation assets in a broadly diversified manner across different investment classes – including at international and global level. Under this mandate, we draw on our long-standing national and international investment experience from a global perspective and in accordance with our investment philosophy.
We will be pleased to supplement an OMNIA mandate with your clearly defined investment requirements. We implement this individually tailored investment within the ambit of an OMNIA Plus mandate. If the differences are considerable, the mandate will be classified as INDIVIDUA.
Under this mandate solution, we invest the assets of your foundation with a thematic focus. You can choose from the following thematic variants.
THEMA [Swiss Equity]
If you want to benefit from a home advantage, this type of mandate is the right choice for you. Investments are primarily focused on Swiss assets and are made in Swiss francs.
Under this type of mandate, we prioritise companies with high, stable dividend distributions. The investments that we make in the Swiss and European markets ensure you a steady cash flow over time.
This type of mandate is the right one for you if, alongside return opportunities, you also have a personal preference for a focus on sustainable investment. The investment process considers in particular resource- and impact-oriented factors, as well as ESG risks.
We will be pleased to supplement an THEMA mandate with your clearly defined investment requirements. We implement this individually tailored investment within the ambit of an THEMA Plus mandate. If the differences are considerable, the mandate will be classified as INDIVIDUA.
You invest according to well-defined, personalised investment guidelines, taking into account specific characteristics.
Under this type of mandate, your assets are invested according to separately defined investment guidelines, preferences and supplementary agreements. Within the ambit of this type of mandate, you can also choose from a broad range of specific characteristics, which you can also tailor to your needs by stipulating individual restrictions.
INDIVIDUA also offers you the opportunity to invest in the following three defined investment solutions:
INDIVIDUA [Swiss Equity ex SMI]
This type of mandate focuses on equity investments in small- and mid-cap companies. Large-cap SMI securities are excluded.
This type of mandate is based on a quantitative, dynamic hedging model. You can benefit from significantly smaller fluctuations, in line with your risk profile.
INDIVIDUA [Real Estate]
Under this type of mandate, investments have a particular focus on real estate funds that invest in Switzerland.