ASSET MANAGEMENT

The Limmat Foundation offers donors the opportunity to manage their assets. With the benefit of investments, the invested funds achieve a long-term return. The Limmat Foundation only makes investments that are profitable and in accordance with its purpose.

Professional investment of the assets benefits the project beneficiaries. Donors can continue to entrust asset management to their existing administrators. An alternative option is to entrust the Limmat Foundation with this task. It offers them professional and sustainable asset management.

Combining the investments for various sub-foundations and funds within the Limmat Foundation favors various synergies, which ensure better returns, lower costs and fees. Over several years, more than 100% of the endowment received can thus flow into the projects, even after deduction of all costs. For the Limmat Foundation’s investments, the average return over the last 10 years is 4.2% per year in CHF; 6.4% in EUR and 4.1% in USD.

For each sub-foundation or fund, the asset allocation is determined according to time horizon and risk tolerance. For decades, the Limmat Foundation has very good experience with this process. A careful selection of investments according to well-considered criteria pays off. In addition to stocks and bonds, the Limmat Foundation also invests in real estate.

Ethical, social and ecological aspects are taken into account. The conformity of the investments with the respective sub-foundation purpose is also reviewed.

 
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