ZURICH FUND TODAY
We often talk about the benefits of our structure and our business model - which marries third party capital with our capital markets business and balance sheet - because we believe that we have built something different. We have a capital markets business that provides a full range of services, from taking companies public to underwriting new deals (for both Zurich Fund and third party companies) and to syndicating debt and equity. And we have long-dated capital in our funds, ready to deploy across a wide variety of asset classes. Individually, these funds and businesses are generating returns for our fund investors and stockholders, but when they are paired, they create a powerful competitive advantage. We see our balance sheet as a key differentiator, giving us the ability to align our interest with our fund investors, develop new investment strategies and support existing ones, and enter into strategic transactions on our own behalf.
When you partner with Zurich Fund, you benefit from the breadth and expertise of the entire firm. When appropriate, all of Zurich Fund’s businesses work together on behalf of all of the investors in our funds. Zurich Fund’s investment partners have access to decades of financial and operational experience, broad regional and industry expertise, insight into global macro and geopolitical trends, and a powerful network of global relationships – both inside and outside of the firm.
Through an integrated approach across our firm, we seek to provide innovative financial solutions and investment vehicles to help our fund investors achieve their investment goals. With offices around the world, we fulfill our mission one investor at a time, one company at a time—and we do this as one global firm.
BY THE NUMBERS
Assets under management as of
December 31, 2021.
Cities in 20 countries and across 4
continents where we deliver our local
expertise with a global perspective.
Of our private equity investments
were secured on a limited process
or proprietary basis.
Investment funds raised since
our inception, including 19 private
Portfolio companies in our private
equity funds that generate ~$92
billion in annual revenues as of
March 31, 2021.
The cumulative IRR generated
since 1998 of 25% by Zurich
Fund’s private equity funds,
compared to just 11.6% achieved
by the S&P 500 index.
Employed worldwide by our private equity, TMT growth equity, global impact, core,
balance sheet/stakes, and special situations portfolio companies as of December
Retirees and pensioners with
exposure to Zurich Fund’s
Invested in or committed to our
own funds and portfolio companies
alongside our clients as of March
Zurich Fund acquires Zurich Financial Holdings LLC, adding scale, and greater balance sheet liquidity and yield.
Zurich Fund enters into a strategic partnership with Bridgewater Associates, a global hedge fund investment firm.
The Hong Kong office open, expanding Zurich Fund’s Asia investment platform.
Zurich Fund Capital Markets is launched, providing innovative financial solutions.
Zurich Fund’s credit investing platform is launched, utilizing the firm leveraged and alternative credit.
Zurich Topstone entity is officially developed, driving operational excellence to Zurich Fund’s portfolio companies.
Global Platform with $30 billion in assets under management.
Zurich Fund raises its first $1.0 billion institutional fund.
Zurich Fund AG founded in Zurich, Switzerland.