History

Founding idea

OLZ AG was founded in 2001 by a professor and two assistants from the Institute of Finance Management at the University of Bern. The name OLZ was formed from the surnames of the three founding partners: Orlacchio, Loderer and Zgraggen.

The idea to set up OLZ arose from a desire to develop products and services in asset management which are free from conflicts of interest between the provider and the client. The founders were also seeking investment solutions which would be guided by current scientific findings and implemented in a cost-conscious manner.

2001-2005

The first 5 years were dedicated to building the company and the brand.

At the end of 2005, the value of managed assets reached a total of CHF 250 million.

2006-2010

The next 5 years were characterised by growth of both products and locations.

Regulatory authorisations and the capability to manage collective investments were essential conditions for growth. In 2007, OLZ was granted status as an authorised asset manager of collective investments by FINMA. The newly founded OLZ subsidiaries in Liechtenstein and Singapore were authorised as asset managers by the Financial Market Authority (FMA) in Vaduz, and registered at the Monetary Authority of Singapore (MAS) in Singapore.

FINMA authorisation enabled OLZ - in conjunction with UBS and Credit Suisse - to launch umbrella funds under Swiss law with multiple compartments for accredited investors. In Luxembourg, OLZ is qualified to manage funds according to UCITS standards.

At the end of 2010, the value of managed assets exceeded a total of CHF 1 billion.

History 2011 to date

Since 2011, the focus has been on research, infrastructure and process in order to ensure constant differentiation of the company and its strategy.

OLZ collaborates on consistent research in the field of systematic, rule-based portfolio optimisation. We work with research partners such as the Universities of Bern, Zürich and Liechtenstein, ETH Zürich, Swiss Finance Institute and ZHAW (Zürich University of Applied Sciences).

For more than 10 years, OLZ has specialised in the purely quantitative construction of ex-ante minimum variance portfolios for single asset classes.

In the market, OLZ is regarded as one of the leading independent Swiss asset managers and as a competent provider of quantitative, model-based (rule-based) asset management.