LO IS (CH)
LPP 30

LO Institutional Strategies (CH) - LPP 30 is a long-only multi-asset strategy in place since November 2011. It invests in various asset classes including equities and fixed income securities, with a focus on CHF denominated bonds. It seeks to generate stable returns over the long-term and outperform the LODH LPP 30 index. It complies with the principles and investment requirements of Swiss pension funds (LPP/OPP2). The investment approach aims to benefit from investment opportunities in the Swiss bond market through active management of CHF-denominated bonds and allocation to international equity and fixed income assets using the LOIM Smart Beta approach. This approach aims to offer higher risk-adjusted returns through better diversification than market capitalisation indices. The portfolio is further adjusted taking into account macro indicators that aim to provide a view of the current global economic environment. Risk management is performed by fund managers at a portfolio level, alongside independent teams who oversee investment risks and operational risks.