Benefit from the strength of science and the wisdom of experience.
OLZ is an asset manager that focuses on scientific, quantitative methods. Our investment philosophy is based on the three principles of diversification, optimization and cost minimization.
Our expert team relies on their experience and knowledge of financial market theory and the latest econometric methodology. The OLZ Efficient World® concept came about in collaboration with research teams from various universities and is regularly reviewed. The basic idea behind OLZ Efficient World® is to set the balance between the individual investments within one investment category in such a way that the portfolio has an optimal ratio of risk to return.
OLZ Efficient World® offers an efficient investment solution for the basic asset categories of worldwide equities and worldwide bonds. It is also possible to choose the option of OLZ Efficient World® strategies that combine other investment categories in a so-called mixed mandate.
Regarding institutional funds, OLZ Efficient World® strategies are available in various forms. With an investment of CHF 10 million or more (or the equivalent in other currencies), you can give us a direct mandate with your own specific investment guidelines.
OLZ Optimized Swiss Equities aims at the risk return optimization of the investment category of Swiss equities. The Swiss equity market is concentrated on a small number of large companies and is consequently exposed to cluster risks. OLZ Optimized Swiss Equities results in a better diversified portfolio with an optimized risk-return profile.
