Zurich wins the 2024 Fund Management Company of the Year Award

Yesterday at a gala ceremony in The Mansion House in Dublin, Zurich Life picked up the award for Fund Management Company of the Year at the FS Awards 2024. The awards recognise excellence in financial services across 16 categories.

This is the second year in a row Zurich Life have picked up this prestigious award.

In determining the winner, the judges looked for companies that have demonstrated a ‘holistic’ approach to managing and planning for their client’s current and future needs. The judges said: “Zurich illustrated its expertise in active investment management, consistently delivering strong results across pension, savings, and investment products. Their solutions, such as AutoInvest and Personalised GuidePath, alongside a customer-first strategy, have solidified their leadership in the financial sector.”

Commenting on the award win David Warren, Chief Investment Officer, Zurich Ireland said: “I was delighted to pick up this prestigious award on behalf of the Zurich Investment Team. This is great recognition of the consistent performance by the team and their dedication to deliver for our customers."  

Investing better together

Financial markets change fast – what’s flavour of the month today may not be tomorrow. This provides opportunities to investment managers who take a ‘hands-on’ active approach. In the Zurich Investments team, everyone has their area of expertise and it’s this expertise, combined with the close collaboration of our fund managers in formulating investment decisions, that makes the difference for our customers.

At Zurich Investments, we have a mantra - “While short-term matters, it’s long-term that counts”, especially true when we consider that our customers could be investing with us for upward of 40 years!

Why Zurich for investments?

• Active management: Financial markets are everchanging. As active fund managers, we make investment decisions every day that we believe will lead to fund outperformance for our customers.
• Experienced team: An integrated team-based investment process ensures our investment strategy is implemented quickly and effectively. Zurich’s close-knit, long established, and highly experienced team of investment professionals share market insights daily to help make better decisions.
• Strong track record: This month we are celebrating a significant milestone – the 35th anniversary of Zurich’s Managed fund range of multi-asset funds. Since launch the Zurich Balanced fund has seen a 9.9% annualised return*.
• Responsibly managed: As an investment manager, we are conscious of the need to ensure that we invest policyholder and shareholder funds responsibly and including Environmental, Social and Governance considerations into our investments is imperative. Today, we have 13 internally managed funds with a combined €16.9bn in assets under management classified as Article 8 according to the Sustainable Finance Disclosure Regulation (SFDR)**, and we build on these figures every year.
• Keeping you informed: Our ‘Customer Dashboard’ gives real-time updates on investments, pensions, and savings funds – tracking growth and performance, coupled with weekly investment market updates direct from the Zurich Investment team. This gives customers greater control of their finances and facilitates communication between you and your advisor.

For more information on the Zurich range of funds

• Call our Financial Planning Team on 0818 804 164
• Request a call back from our Financial Planning Team
• Speak to your Financial Broker
• Visit the fund centre on our website
• Download the Zurich fund guide brochure

Sources:

*FE fundinfo, October 2024. Annual management charges (AMC) apply. Returns are based on offer/ offer performance and do not represent the return achieved by individual policies linked to the fund.

**Zurich as at 31 December 2023