ECOFIN has been creating value for institutional and larger private investors for more than 30 years. Our asset management offers an excellent combination of individual, risk-oriented advice and cost-effective implementation.
We cannot systematically forecast the financial markets; nobody can. But with our approach we can determine the best portfolio for your institution or for yourself and implement it cost-effectively. For this purpose, we take into account scientific findings and make use of our in-depth understanding of financial markets, as well as the understanding of our clients’ requirements which we have built up over the years.
„The most important success factor in investing the assets of any client is determining the right investment strategy. This is a comprehensive, often complex task. At ECOFIN we have the theoretical and practical knowledge to master this task.”
For foundations, pension funds and larger private clients, we offer individual advice, carefully selected, cost-effective investment products and comprehensive asset management. Asset managers and family offices typically purchase investment products from us in combination with economic research. Further information for your specific situation:
„With our expertise, we determine the right investment strategy for our clients, implement it cost-effectively and continually review the portfolio.”
Prof. Dr. Martin Janssen
CEO ECOFIN Group
Mobile: +41 79 413 2000
Alexandra Janssen, MA UZH
CEO ECOFIN Portfolio Solutions AG
Mobile: +41 79 725 9526
lic. oec. publ. et. lic. iur. Andreas Glatter
COO ECOFIN Portfolio Solutions AG
Telephone: +41 43 499 3040
ECOFIN Portfolio Solutions AG is part of ECOFIN Group. The first company of the group was founded in 1986 by Professor Dr. Martin Janssen. Since its foundation, the ECOFIN Group has been advising large private and institutional investors as well as financial intermediaries on investment issues. ECOFIN has also developed various software products (index software, advisory tools, risk management and optimization software, etc.).
ECOFIN Portfolio Solutions AG was founded in 2010 to combine expert advice with cost-effective implementation in asset management. To this end, our team of economists, lawyers and software engineers has implemented a specialized value chain to offer our clients optimal investment solutions. The basis of our work is scientific knowledge, a close relationship with universities, comprehensive knowledge of the financial markets and a sound understanding of our clients’ requirements.
ECOFIN Portfolio Solutions AG is an SRO-regulated asset manager with OAK approval.
The content of this website is purely informative. ECOFIN Portfolio Solutions AG cannot guarantee that the information is complete, correct or up-to-date. Statements on this website may also be inaccurate or incomplete for certain persons. Information and offers are only binding if they are obtained by the investor personally from ECOFIN Portfolio Solutions AG.
All information on this website is intended for legal entities and natural persons domiciled in Switzerland and with Swiss francs as reference currency. Persons domiciled in other countries may only use it to the extent that the legislation of their country of domicile permits advice to be given by foreign advisors and/or investment in investment funds authorized abroad. If the investor’s reference currency is not Swiss francs, the information is only of limited use. One of our advisors can explain the details to you. US persons may not use the information on this website.
All information on financial products and financial instruments on this website is purely informative and does not constitute a recommendation or invitation to purchase. Such a purchase can only ever be made by a competent advisor taking into account the specific situation of the investor.
In addition to the risks characteristic of shares and bonds, the financial products indicated also have specific risks, including those in connection with securities lending. Our advisors will be pleased to explain the details and what is done to minimize these risks.
Investors who wish to take advantage of the tranches of the “Equities Developed Countries excluding Switzerland” fund (with or without hedging of the currency risk) must be prepared to disclose personal data to the US tax authorities in order to benefit from the tax advantages associated with this.
SUPERVISION AND REGULATION
ECOFIN Portfolio Solutions AG is a member of the PolyReg Self-Regulation Association, Zurich, and complies with its regulations on compliance with the provisions to combat money laundering and terrorist financing.
ECOFIN Portfolio Solutions is also subject to PolyReg’s code of conduct for asset managers (PolyAsset). Clients who conclude an asset management agreement with ECOFIN are therefore considered qualified investors within the meaning of the CISA, irrespective of their assets and whether or not they have a professional treasury, and can invest in products reserved for this category of investor.
Compliance with both sets of rules is verified by an independent auditor.
ECOFIN Portfolio Solutions AG