Customized ESG Solutions

Off-the-shelf investment solutions are like suits or dresses off the rack—they fit well in many cases. But if you have specific requirements, you need a perfectly tailored investment. Would you like to take strict sustainability criteria, climate targets, or transition risks into account? We develop customized, sustainable, and flexible investment strategies that are tailored precisely to your needs.


OLZ – Your partner for sustainable investment solutions

A systematic approach for sustainable success: our scientific expertise and extensive experience enable us to offer quantitative and sustainable portfolio optimizations that not only meet individual needs, but also help shape the future of our planet. Our minimal risk optimization model, based on more than 20 years of research and development, continuously incorporates the latest scientific findings thanks to our collaborations with leading Swiss universities and technical colleges. In addition to our clients' investment objectives, we place particular emphasis on sustainability.

How much sustainability do you want?

Based on our proven risk optimization model, we offer flexible options that allow you not only to optimize your portfolio's risk profile, but also to specifically control the sustainability factor.

Exclusions

Do you have a clear idea of which companies you would like to exclude from your portfolio? We implement your preferences in a targeted manner and structure your investment in accordance with your ESG criteria.

Integration

Define for yourself which sustainability criteria count—whether LCT scores, UN SDGs, or your own ESG preferences. We will implement your requirements in a targeted manner.

Stewardship

Do you know what criteria should be used for voting? We will check with your custodian bank to see what proxy voting options are available—so that your values and investment goals are represented in every decision.

Sustainable investments with a customized ESG profile

Sustainable investments, particularly those that take ESG criteria (environment, social, governance) into account, have become an integral part of the financial world. More and more investors are recognizing that sustainable investments not only reduce risk, they also make a positive contribution to the economy and society.

The interpretation of sustainability is diverse:

  • Some investors focus on environmental aspects such as climate protection or biodiversity.

  • Others prioritize social responsibility or responsible corporate governance.

A customized sustainability profile therefore makes particular sense. Whether you want to exclude certain business areas, improve the ESG rating of your portfolio, or align your investment with specific climate targets – at OLZ, all options are open to you.

The big advantage is that the integration of ESG criteria has little impact on 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.

Here is an example of what your individual solution could look like:

We are happy to advise you and answer your questions.

Investment solutions for assets over CHF 500,000. 
We will call you when it suits you best.

Or contact us directly:
+41 31 326 80 00
info@olz.ch

Name required

Phone required

This email address is not correct.

Choose a date
Select a period

Your data will be treated confidentially and not passed on to third parties. You can find more information in our privacy policy.

Thank you.

We will get back to you at the requested time and are looking forward to the conversation.

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:

🍪 We use cookies.

Your privacy is important to us

This website uses cookies and third-party targeting technologies to provide you with a better internet experience. Technically necessary cookies help make a website usable by enabling basic functions such as page navigation and access to secure areas of the website. The website cannot work properly without these cookies. Statistics cookies help us understand how you, as a visitor to our website, interact with it by collecting and reporting information anonymously. We also provide these cookies to third parties to help us perform these analyses (in particular Google Analytics). In order for us to use statistics cookies or similar technologies, we need your prior and explicit consent; you can revoke this consent at any time. You find further information in our privacy policy.