Zurich wins Fund Management Company of the year

Zurich was awarded 'Fund Management Company of the year 2023' at the recent Business & Finance Financial Services Awards. All of us at Zurich Ireland are very pleased with this recognition as it reflects the focus Zurich puts on supporting investors to achieve their financial goals. 

Pictured at the Financial Services Awards 2023; Philip Duggan, Head of Multi-Asset Fund Bonds & Alternatives at Zurich, accepting the award for Fund Management Company of the Year 2023 at the Business & Finance Financial Services Awards.

Commenting on the award win David Warren, Chief Investment Officer at Zurich said “It’s a great honour for us to win this prestigious award and is testament to the dedication of the team at Zurich Investments to consistently deliver for our customers.”

Simplifying complexity with clever investment solutions

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's track record of innovation, expertise, and client-centric approach exemplifies excellence in the field. They simplify complexity with clever solutions for customers and their macro-economic analysis, asset allocation and alignment between market views and investment positions, has yielded consistent outperformance". 

Keep calm and carry on investing

The team at Zurich Investments are driven by the belief that ‘active’ investment management is the key driver of fund outperformance. Zurich Investments bring this philosophy to bear in the pension, savings, and investment products for hundreds of thousands of Irish investors. While managing money for investors is complex and challenging – investors are encouraged to trust in the expertise of Zurich Investments, let their fund manager look after their investment portfolio, and they can relax and focus on their lives. 

Why Zurich for Investments?

  • Active management: Financial markets are everchanging. It’s this dynamic nature that provides opportunities to investment managers who take a ‘hands-on’ active approach to making the right decision at the right time. At Zurich Investments, we believe financial markets will always give opportunities to good active managers. 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 10th anniversary of Zurich’s Prisma multi-asset funds. Since their launch almost ten years ago, the Prisma funds have come to dominate customer preferences, and now account for approximately 70% of total new money invested with Zurich*.
  • 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 almost €12bn equity assets and €2.1bn corporate bond assets that include an ESG consideration**, and we build on these figures every year. 

For more information

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: Contact Form
  • Speak to your Financial Broker
  • Visit the fund centre on our website: zurich.ie/funds
  • Download the Zurich fund guide brochure

*Source: Zurich, October 2023

**Source: Zurich, December 2022

Warning: Past performance is not a reliable guide to future performance.

Warning: Benefits may be affected by changes in currency exchange rates.

Warning: If you invest in these products you may lose some or all of the money you invest.

Warning: The value of your investment may go down as well as up.

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