ICON ASSET MANAGEMENT AG
ICON Parkside Swiss RE Strategy
The ICON Parkside Swiss Real Estate I Strategy offers investors a unique opportunity to gain exposure to a well curated portfolio of high-quality Swiss residential real estate assets. Designed to deliver both capital appreciation and steady income, the strategy combines the strengths of active management with a long-term investment horizon, benefiting from the stability and legal advantages of the Swiss property market.
At its core, the strategy targets a diversified mix of private real estate companies and select property development projects, each underpinned by mortgage-backed securities to enhance capital protection.
The ICON Parkside Swiss Real Estate I Actively Managed Certificate (AMC) dynamically adjusts exposure in response to evolving market conditions, interest rate movements, and sector-specific trends. By proactively navigating shifts in the macroeconomic landscape, the strategy aims to optimize portfolio resilience and performance.
Exposure spans across both residential and commercial real estate segments, with a focus on balancing risk through sector and geographic diversification within Switzerland. This multi-sector approach is designed to capitalize on growth opportunities while managing cyclical risks inherent in any single property type.
A key pillar of the strategy is its integration of Environmental, Social, and Governance (ESG) considerations throughout the investment process. By aligning with Switzerland’s rigorous sustainability standards and regulatory environment, the strategy seeks to not only generate financial returns but also contribute to long-term social and environmental value.
With its strategic blend of real estate expertise, active management, and ESG alignment, the Icon Parkside Swiss Real Estate I Strategy is well-positioned to deliver attractive, risk-adjusted returns for investors seeking a reliable gateway into Switzerland’s resilient property market.
ICON Parkside Portfolio Management
Daniel A. Batzlen
Daniel A. Batzlen serves as the Portfolio Manager for ICON Parkside Real Estate Strategies, bringing over two decades of expertise in real estate finance, valuation, and risk management to the role. Based in Zurich, he works in closely with the ICON team at the firm’s offices in the historic Weisses Schloss, ensuring a seamless alignment of investment strategy and execution.
Daniel holds a degree in Civil Engineering and an MBA, combining technical insight with strong business acumen. His background provides a unique vantage point for evaluating complex real estate assets—not just from a financial perspective, applying sophisticated financial modeling techniques to forecast returns, assess risk-adjusted performance, and guide portfolio construction.
Daniel integrates a robust risk management ethos and emphasizes capital preservation while seeking out opportunities for value creation across both residential and commercial real estate sectors. He is also an expert in algorithmic portfolio assembly, leveraging quantitative tools to optimize asset allocation and enhance performance consistency, allows him to remain agile in fluctuating market conditions while adhering to the strategic objectives of ICON Parkside Real Estate portfolios.