Sponsoren Swiss Forum
Sponsoren Swiss Forum
Aktia Asset Management is a Nordic boutique manager backed by Aktia Bank Plc, a Finnish financial services group with history dating back to 1826. The first mutual funds were launched in 1987, laying the foundation for the businesses’ investment philosophy. Aktia Asset Management has built a strong track record in its chosen areas of expertise, which are Emerging Market Debt and European Credit, receiving recognition both domestically and internationally. It has EUR 13.6 billion of AUM, a well-established institutional client base in Finland and a growing international presence. Aktia Asset Management builds a sustainable future through responsibility and impact across all asset classes. Aktia’s Responsible Investment Policy, Climate Strategy and dedicated ESG team guide all investment activities.
Anthos Fund & Asset Management was established almost 100 years ago. Their mission is to provide comprehensive values-based asset management and investment advisory services to select, like-minded clients. Values-based asset management is implemented across various asset classes, with the aim to generate financial outperformance as well as positive impact.
Clarity AI is a sustainability technology platform that uses machine learning and big data to deliver environmental and social insights to investors, organizations, and consumers. As of January 2023, Clarity AI’s platform analyzes more than 70,000 companies, 360,000 funds, 198 countries, and 199 local governments – the broadest data coverage in the market with up to 13x more than other leading players. Clarity AI delivers data and analytics for investing, corporate research, benchmarking, consumer ecommerce, and reporting. Clarity AI has offices in North America, Europe, and the Middle East, and its client network manages tens of trillions in assets.
Convero matches your private market opportunity with suitable investors.
- We provide emerging and selectively established managers with fundraising support
- We advise on complex secondary market transactions.
- We lead tailored debt & equity capital raises for your company.
Founded in 2018, Convero AG brings a combination of experience and a network of relationships gained both as investors – and sellers – of private market opportunities to provide solutions and advice tailored to your needs. To date, we’ve raised more than USD 3.0 billion from institutional investors such as pension funds, insurance groups, asset managers and family offices. Our experience spans the entire lifecycle of funds, as well as secondary and direct opportunities: from conception to strategic positioning, structuring, investor identification, and fundraising to closing. We understand how to navigate challenges to be successful in today’s private markets.
Dentons is designed to be different. As the world’s largest law firm with 20,000 professionals in over 200 locations in more than 80 countries, we can help you grow, protect, operate and finance your business. Our polycentric and purpose-driven approach, together with our commitment to inclusion, diversity, equity and ESG, ensures we challenge the status quo to stay focused on what matters most to you. www.dentons.com
exelixis capital hopes to inspire positive impact and invests in and helps scale projects that are circular and as far as possible also use exponential innovations. We are based in Zurich but our view is global.
Finance in motion
Finance in Motion is a global impact asset manager focused exclusively on sustainable development in emerging markets and developing economies. The company structures, manages, and advises impact investment funds that bring together public and private investors to address climate change, strengthen biodiversity conservation, foster the sustainable use of natural resources, improve livelihoods, and promote economic opportunities.
Over the course of its operations, Finance in Motion has unleashed a cumulative total of EUR 7.0 billion toward these goals in Southeast Europe, the Caucasus, Latin America, the Middle East, North Africa, and sub-Saharan Africa. Finance in Motion also manages technical assistance facilities to supplement these investments, providing support to investees, fostering responsible finance, and maximizing impact.
Through its 16 locally staffed offices that manage activities across more than 35 countries, Finance in Motion leverages its regional expertise and market proximity to help partners develop their businesses and demonstrate that sustainable and financial returns can go hand-in-hand.
Finreon was founded in 2009 as a spin-off of the University of St.Gallen (HSG) and is today an established and competent partner when it comes to innovative investment concepts in the field of asset management and investment advisory. Based on client needs and many years of practical experience, the latest scientific findings in financial market theory are translated into innovative solutions. The team consists of doctoral students and graduates from the University of St.Gallen, the ETH Zurich and other universities, many of whom are also active in research themselves, thus ensuring a continuous knowledge transfer. As a think tank, Finreon focuses
Hotchkis & Wiley
Hotchkis & Wiley is a Los Angeles-based concentrated equity investment manager that seeks to invest in the most attractively valued domestic and international companies with $30 billion AUM across 11 strategies. An experienced team that combines both analytical ability and creativity with a keen focus on asset valuation, companies trading at a lower-than-normal rate, and risk-adjusted returns. They are committed to generating excess returns through a disciplined bottom-up research- intensive, fundamental approach to value investing. Hotchkis & Wiley provides value equity strategies in the following categories: large-cap, mid-cap, small-cap, global, and international value.
LBBW Asset Management
LBBW Asset Management Investmentgesellschaft mbH (LBBW AM) is a wholly owned subsidiary of Landesbank Baden-Württemberg (LBBW) and acts as a center of competence for asset management within the LBBW Group. Its main business areas are the management of special funds for institutional investors, direct investment mandates for insurance companies and pension funds, and retail funds for institutional and private investors. As of Dec. 31, 2023, the company managed a total volume of 78.5 billion euros, of which 8.5 billion euros in mutual funds and 53.7 billion euros in special funds, as well as 16.3 billion euros in direct investment management for insurance companies. Our core competencies lie in the areas of European equities with in particular value-oriented investment approaches, European interest rate products, absolute return strategies, value protection concepts, commodity management and sustainability solutions.
With many years of experience and expertise, we are a professional partner for special fund solutions for pension funds, insurance companies, savings banks and banks, companies, public institutions, asset managers, foundations, church institutions and family offices. In addition, LBBW AM is one of the leading insurance-independent managers of direct portfolio investments.
MSCI Inc. is a leading provider of investment decision support tools and services for investors globally. The company’s offerings include equity, fixed income, and multi- asset class indexes, as well as portfolio analytics, risk management tools, and ESG & Climate Solutions.
MSCI’s solutions are widely used by institutional investors, including pension funds, endowments, and asset managers, to benchmark the performance of their investments and to inform their asset allocation decisions.
Headquartered in New York, MSCI has a global presence with offices in major financial centers around the world. The company serves clients in over 80 countries and its products and services are used by some of the world’s largest investors.
MSCI has a strong commitment to sustainability and is a leader in providing ESG (environmental, social, and governance) indexes and analytics to help investors incorporate ESG considerations into their investment decision-making. The company has also been recognized for its efforts to promote diversity and inclusion in the workplace.
NIXDORF Kapital AG represents the tradition for sustainability in all NIXDORF companies, in which one of the special mittelständischen (medium-sized) company histories was written well into the 1980s. For the most part out of its own social responsibility, the name NIXDORF stood and still stands for medium-sized companies from the region, for the region and above all, for their own employees. For more information, please follow the link to www.nixdorf-kapital.de
ONE group solutions provides next generation fund management solutions delivered by a hand-picked team of senior industry experts and supported by NextGen technology. We provide third-party Management Company, Corporate Secretary, Regulatory and Compliance Consulting, and Governance Technology solutions. As one of the few privately-owned businesses in our sector, we focus on tailored Fund Governance solutions. Our team of over 70 passionate professionals in Luxembourg, London, Dublin and Zurich service some 150 leading and boutique asset managers from around the globe and across all asset classes.
Taaleri Energia is a renewable energy developer and fund manager. With 45 professionals, it has one of the largest and most capable dedicated renewables investment teams in Europe. The team is currently raising its sixth renewable energy fund, the Taaleri SolarWind III fund, and has 4.9 GW portfolio of development, under construction, and operational wind, solar and battery energy storage assets in Europe, the US, and the Middle East.
Taaleri Energia is ranked by Preqin as one of the most consistent top performing infrastructure fund managers. Taaleri Energia is part of the Taaleri Group, which is listed on the Nasdaq Helsinki stock exchange.
The SolarWind III Fund’s investment strategy will be to acquire, develop, contract, construct, operate and exit a portfolio of utility scale onshore wind farms, photovoltaic solar parks and battery energy storage assets across the Fund’s target markets – the Nordics & Baltics, Poland, Southeast Europe, Iberia, and Texas. The Fund will target a return of 10% net IRR, over its 10-year term, and a first close is expected in Q2 2023.
The Taaleri SolarWind III Fund will be classified as an Article 9 “Dark Green” Fund, the highest sustainability category under the EU Sustainable Finance Disclosure Regulation. The SolarWind III Fund’s investments will have significant and sustainable positive impacts in the countries and local communities where they are constructed. The renewable energy power and storage plants that the Fund will develop and build will offset millions of tonnes of CO2 emissions, reduce air pollution, improve grid infrastructure, create local employment, generate local and state tax revenues and increase energy security.
The Fund will be seeded with a portfolio of 25-35 development projects which are being acquired using the EUR 44 million in development financing that Taaleri Energia secured in 2021.
2003 and headquartered in Zurich, ThomasLloyd is a pure play impact investor and aims to apply a
robust, socially and environmentally responsible investment approach that is geared towards
reducing carbon emissions and improving economic prospects, while reducing investment risk through diversification across countries, sectors and technologies. Over the last decade,
ThomasLloyd has deployed over US$1 billion across 16 projects in renewable energy power
generation, transmission, and sustainable fuel production with a total capacity in excess of 700 MW.
As of 30 September 2022, ThomasLloyd has raised over USD 1.6 billion of aggregate capital in
sustainable infrastructure and manages a wide range of investment solutions for private and
institutional investors around the world.
Triodos Investment Management
Universal Investment Group is one of Europe’s leading fund service platforms and Super ManCos, with around EUR 950 billion in assets under administration, more than 2,000 mutual and special fund mandates and a workforce of more than 1,600 at locations in Frankfurt am Main, Luxembourg, Dublin, London, Paris and Krakow. Founded in 1968, the company is an independent platform for asset managers as well as institutional investors offering structuring and administration solutions as well as risk management for Securities, Real Estate and Alternative Investments. The companies EFA, UI labs, UI Enlyte and CAPinside complement the group’s innovative service offering. Universal Investment is a signatory of the UN Principles of Responsible Investment. (as per 30 November 2022)
Indefi, with headquarters in Paris and New York, is a leading strategy advisor for the global investment management business.
Established in 2007, Indefi helps asset managers shape their business strategies and build a sustainable competitive advantage. The firm’s expertise spans public and private markets, including infrastructure, private credit and equity, and real estate.
A PRI signatory, Indefi also advises asset managers in developing and implementing differentiated ESG strategies.
PwC Switzerland is the leading audit and advisory firm in Switzerland. At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 152 countries with over 328,000 people who are committed to delivering quality in assurance, advisory and tax services. PwC Switzerland has over 3,480 employees and partners at 14 locations in Switzerland and one in the Principality of Liechtenstein. Find out more and tell us what matters to you by visiting us at www.pwc.ch. PwC refers to the PwC network and/or one or more of its member firms, each of which is a separate legal entity. Please see www.pwc.com/structure for further details.