Baloise Asset Management AG

Client story

Baloise chooses our SaaS platform to future-proof investment management operations

In 2021, Baloise, a Swiss insurance firm, re-evaluated their operating model to see if it supported their growth strategy. They wanted a stable STP platform that allowed them to shift focus from running a system to more value adding activities like client experience and data analysis.

Joris Müller, Chief Technology Officer at Baloise Asset Management, talks about how widening their partnership with SimCorp to include SaaS and Data Management Services helps them get access to real-time data on investments across all asset classes and successfully transform their asset management operating model.

Joris Müller,
Chief Technology Officer at Baloise Asset Management

"We chose SimCorp as a Service because we
were a long-time client and we were a happy
client… We had some legacy and we had to
make a decision. Either we migrate on-prem to
the same solution, or we take the opportunity
to go to the SaaS solution and be able to get
all the future requirements already out of one
hand from SimCorp."

"We chose SimCorp as a Service because we

were a long-time client and we were a happy

client… We had some legacy and we had to

make a decision. Either we migrate on-prem to

the same solution, or we take the opportunity

to go to the SaaS solution and be able to get

all the future requirements already out of one

hand from SimCorp."

Quick Facts

AUM: CHF 55.8 billion
Headquarters: Basel, Switzerland
Employees: 8,650
Website: https://www.baloise.com/en/home.html

About Baloise Asset Management AG

Baloise Asset Management AG is a division of the insurance company Baloise Group. In addition to managing the parent company’s assets, Baloise Asset Management offers third-party investors exposure to sophisticated investment strategies within equities, bonds, real estate, multi-asset, infrastructure debt and senior secured loans.