Customized ESG solutions

Prefabricated investment solutions are like an off-the-peg suit or dress. They fit very well in most standard cases, but tailor-made solutions are perfect for individual wishes or requirements. Do you require strict sustainability criteria, want to exclude certain sectors or countries, control risks or combine investment styles? We can help you further.


Increasing individualization of customer needs

The trend towards individualization is noticeable in almost every industry - including the financial sector. Institutional investors in particular, such as banks, insurance companies and pension funds, are increasingly focusing on customized investment solutions. However, private investors, family offices and charitable foundations are also attaching ever greater importance to the individual design of their investments, particularly with regard to sustainability.

“Sustainable investments are needed to address new sources of risk, such as the increasing climate challenges.”

Dr. Gianluca De Nard – Head of Quantitative Research

OLZ - your partner for sustainable investment solutions

A systematic approach to sustainable success: Our scientific expertise and many years of experience enable us to offer sustainable, quantitative portfolio optimizations that not only meet individual needs, but also help shape the future of our planet. Our minimum-risk optimization model, which is based on over 20 years of research and development, continuously integrates new scientific findings thanks to our cooperation with leading Swiss universities and universities of applied sciences. In addition to the investment objectives of our clients, sustainability is a particular focus.

How sustainable can it be?

Based on our proven minimum risk model, we offer flexible structuring options that allow you not only to optimize the risk, but also to specifically determine the sustainability factor of your portfolio.

Focus on sustainability

Sustainable investments, particularly those that take ESG criteria (environment, social, governance) into account, have become an integral part of the financial world. The growing realization that sustainable investments can not only reduce risks but also make a positive contribution to the economy and society is motivating more and more investors to adjust their portfolios accordingly. However, the interpretation of sustainability is diverse: some focus on ecological aspects such as climate protection or biodiversity, while others focus on social responsibility or corporate governance.

An individually tailored sustainability profile therefore makes particular sense. Whether you want to exclude certain business areas, improve the ESG rating of your portfolio or focus on specific climate targets - with OLZ, all options are open to you. The big advantage: the integration of ESG criteria hardly affects the risk-return optimization of our minimum risk model. Instead of buying a standardized index, you get a tailor-made solution that combines your sustainability goals with improved risk-return efficiency. This solution could look like the following, for example:

With OLZ, you create the perfect balance between financial goals and a sustainable, future-oriented investment strategy.

Have we aroused your interest in our customized solutions? Then get in touch with us for an initial non-binding consultation! We will be happy to explain more details and show you successfully implemented investment solutions.

We are always happy to talk to you.

A lasting relationship with our customers is worth more to us than mere success. Get in touch with us, we look forward to hearing from you. Or contact us directly: