4. December 2018

Swiss Rock chooses Allocare AMS...

Altishofen (LU), 4th December 2018 – Swiss Rock Asset Management chooses the portfolio management software from Allocare

The Swiss fund and asset management specialist Swiss Rock Asset Management AG, which is well-known for its multi-factor investing in Zurich, will use Allocare AMS software for asset management and fund management activities. Allocare AMS is a state-of-the-art asset management and reporting software widely used in the Swiss and international financial industry for over 15 years. Amongst other things, Swiss Rock counts on gaining efficiencies in a rapidly growing team as well as the same digital processes across all asset classes, equities and mixed mandates (straight-through processing). The tool's diverse analysis options optimally support the systematic investment approach pursued by Swiss Rock. In addition, the audit of statutory fund rules as well as compliance checks and analyses with the software can be automated and made efficient. Customers will benefit from state-of-the-art customer reporting with a high degree of customisation options.

Roman von Ah, Member of the Board of Directors and Managing Director of Swiss Rock Asset Management AG, is confident: "After a comprehensive evaluation process, we decided to use the software Allocare AMS, because we believe that it optimally supports our fund and asset management activities. We can further digitise our processes, meet the high regulatory requirements in asset management, and provide comprehensive reports tailored to our clients' needs."

The CEO of Allocare AG, Peter Staub, also comments positively: "With Swiss Rock, we can further strengthen our presence with a renowned client in the Swiss market and we are delighted to welcome Swiss Rock Asset Management AG and support its very systematic asset management approach.”

Banks, Asset Managers and fund companies, as well as wealth managers and family offices, are target customers who can benefit from the Allocare AMS software. Allocare AMS already supports a large number of players in this market to cope with regulatory requirements such as MIFID II, review of UCITS fund rules, but also in the areas of risk management, performance measurement and individual customer reporting.

About Swiss Rock Asset Management AG:

Swiss Rock Asset Management is a bank-independent fund company under Swiss law, approved and supervised by the Swiss Financial Market Supervisory Authority FINMA. Swiss Rock specializes in high-quality asset management of institutional funds for banks, pension funds, insurance companies, external asset managers and investment funds in Germany and abroad. Its systematic methods identify the most attractive in-vestments from a universe of over 6,000 shares and 21,000 bonds worldwide. Those are put together in optimal portfolios with client interest at heart. The company has a team with many years of experience in asset management, with excellent track records for renowned institutions. There is also a co-investing of management with customers funds.

About Allocare AG:

Founded in 2001, Allocare AG is a Swiss software company and one of the leading providers of wealth and asset management software on the Swiss market. More than 40 software developers, business analysts and financial experts work at the Altishofen (LU) and Zurich sites. Professional, highly specialized teams develop innovative solutions around the proven standard software Allocare AMS and the browser-based tool Allocare WEB.

The customer portfolio of Allocare consists of more than 50 mostly longstanding clients in the banking, insurance and asset management business in Switzerland and abroad.

Contact Media:

Swiss Rock Asset Management AG
Rigistrasse 60, 8006 Zurich
Dr. Roman von Ah, roman.vonah@swiss-rock.ch, Tel. +41 44 360 57 00

Allocare AG
Kantonsstrasse 3, 6246 Altishofen
Peter Staub, peter.staub@allocare.com, Tel. +41 62 748 65 72


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