Investment Foundations
DEBT CAPITAL STRATEGY AND ADVISORY
Swiss investment foundations, due to OAK regulations, typically maintain low leverage, positioning them as highly attractive borrowers with low risk profiles. Despite this, ongoing consolidation in the banking sector and the implementation of Basel III Final have led to generally elevated credit margins — making the proactive optimisation of financing conditions increasingly relevant.
A strategic, independent review of the current financing structure allows foundations to secure sustainable long-term financing, diversify the lender base, and ensure that capital costs remain competitively low — protecting liquidity for portfolio growth and enhancing returns for investors.
At Corefinanz, we act as your discreet partner, providing independent expertise, market access, and tailored financing concepts for the specific requirements of investment foundations.
In diesem Kontext empfiehlt es sich, die bestehende Finanzierungssituation zu überprüfen und das Kapitalgeberportfolio gezielt zu diversifizieren, um die Finanzierungskosten langfristig niedrig zu halten.
OUR SERVICES FOR INVESTMENT FOUNDATIONS
- Comprehensive assessment and benchmarking of existing financings and portfolios
- Development of tailored financing and capital strategies
- Return forecasting and long-term financial planning
- Structuring of hedging instruments and evaluation of swap and novation options
- Diversification and expansion of the capital provider base
- Structuring of new and refinancing of existing capital tranches
- Continuous risk management and compliance oversight
- Market intelligence and ongoing trend analysis
YOUR FINANCING NEEDS — OUR SOLUTIONS
Your financing challenges require discretion, market expertise, and strategic precision. We offer tailored solutions that meet your foundation’s objectives (+).
In close coordination with your foundation board, we develop a fully customised financing strategy, aligned with your portfolio objectives and return expectations.
We analyse your financing requirements and existing portfolio to define the optimal financing approach for planned investments.
We discretely approach selected capital providers, structure competitive offers and negotiate on your behalf.
We review current financing structures and secure improved conditions where possible.
We evaluate the efficient deployment of your foundation’s equity and identify potential for additional growth financing.
CASE STUDIES
ERFOLGREICHE PROJEKTE
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MEET US IN PERSON
YOUR EXPERTS AT COREFINANZ
Andreas Weber
PARTNER & MANAGING DIRECTOR
OLIVIER FREY
HEAD FINANCIAL ENGINEERING
Andreas Lang
SENIOR CONSULTANT
Roger Kreuzer
Sales Manager
Tim Walder
CONSULTANT
Marc Mader
CONSULTANT