Asset management for pension funds
and pension institutions
Pension assets require a particular sense of responsibility. The focus is not only on returns, but also on security, risk-bearing capacity and the long-term fulfilment of obligations towards insured members.
Portas Capital supports pension funds, collective foundations and pension institutions in managing, structuring and reviewing their investments – independently, with a strong awareness of risk and a clear focus on long-term stability.
Experience in occupational pension provision
Portas Capital has many years of experience in managing pension assets, including partial mandates with collective foundations, 1e solutions and vested benefits accounts, as well as specialist mandates for alternative investments.
Our work is based on a prudent and broadly diversified investment strategy. The investment process combines fundamental analysis, quantitative expertise and capital-flow analysis.
Investment strategy and risk management
Pension funds face demanding requirements: changes in interest rates, currency fluctuations, volatile markets, regulatory requirements and obligations towards insured members must all be carefully aligned.
We help pension institutions structure their investment strategy clearly, identify potential pressures at an early stage and make investment decisions on a sound basis. To do so, we analyse macroeconomic developments, interest-rate and currency effects, equity-market scenarios and systemic changes in the financial markets. Portfolio simulations and stress tests show how sensitively total assets may respond to different market scenarios.
The aim is to develop strategies that take account of stability, risk-bearing capacity and capital protection in the pension context. This creates a sound basis for decisions that reconcile return expectations, liquidity requirements and long-term obligations.
Our services for occupational pension provision
Asset management for pension funds
We undertake partial or specialist mandates in occupational pension provision and implement the defined investment strategy consistently. The focus is on a broadly based portfolio structure, controlled risks and a sustainable long-term asset allocation.
Advisory services for pension funds and collective foundations
We advise pension funds, collective foundations and investment foundations on strategic investment matters. This includes aligning assets and liabilities, assessing risk tolerance, portfolio construction, simulations, asset allocation and product selection.
1e solutions and vested benefits accounts
In collaboration with leading pension platforms, we support 1e solutions and vested benefits accounts – with personalised investment strategies, clear structures and professional implementation.
Specialist mandates and alternative investments
Depending on the circumstances, we assess the targeted use of alternative investments and specialist mandates. Such solutions may contribute to diversification, but are always evaluated in the context of the overall strategy, liquidity and risk profile.
Independent and experienced in institutional mandates
Our advisory services are independent and free from conflicts of interest. Portas Capital is not tied to any bank, proprietary investment products or sales requirements.
As a FINMA-authorised wealth manager, we combine regulatory security with many years of experience in serving institutional and professional clients.
More than 70 clients have used Portas Capital’s advisory services, including pension funds, Family Offices, banks, independent wealth managers, sovereign wealth funds and central banks.
The first step: an in-depth analysis
We assess your current position, existing structures and strategic objectives, and show how Portas Capital can support your pension institution with asset management, risk analysis or investment strategy.
