Occupational pension provision is our core competence. We offer comprehensive pension solutions for SMEs and larger companies. We relieve company pension funds by taking over all operational activities necessary for successful operation. For smaller companies, we offer flexible collective foundation solutions.
Around 200 asset and pension specialists work at our locations in Zurich and Lausanne.
Pension fund management services
We speak the language of pension funds and understand the key challenges they face. This is reflected in our exceptionally high customer retention rate over the past 25 years.
Management
We manage pension funds in terms of both technical and human resources, advise the board of trustees, and provide training. We implement its guidelines and coordinate with experts and supervisory authorities. We also carry out projects such as mergers, reorganizations, or partial liquidations, and advise and support the board of trustees on changes to regulations.
Administration
We advise insured persons, prepare correspondence on individual benefit calculations, monitor pension entitlements, and professionally process applications for home ownership subsidies and divorce cases.
Communication
Our customers are assigned a clearly defined, competent contact person. Whether online, in writing, or by telephone, we always communicate with insured persons on behalf of and in the name of the customer. We also produce publications such as regulations, annual reports, and easy-to-understand summary business reports. We respond to media inquiries and develop communication concepts as needed.
Online portals
Insured persons can access their personal data and perform individual calculations via online access. We also use paperless, efficient, and secure online tools in our collaboration with the foundation board.
Accounting
We take care of periodic contribution accounting, payment transactions, and contribution collection, as well as liquidity management and annual financial statements. We also offer our clients customized reporting.
Investment services
We operate the largest independent investment platform for pension funds. In total, we manage over CHF 20 billion, of which around CHF 7 billion is held directly and indirectly in real estate in Switzerland and abroad. Our private equity program comprises USD 1.9 billion in committed capital.
Traditional investments
Our BVV 2-compliant investment modules cover all relevant asset classes for pension funds. We apply the best-in-class approach to portfolio management for the investment groups. This means that the most suitable asset manager is used for each investment group.
Real estate investments
We manage a high-quality portfolio of Swiss real estate. In addition, we enable pension funds to diversify their real estate portfolios with direct and indirect real estate investments abroad through the AFIAA Investment Foundation.
Private equity investments
Our private equity program is tailored to the needs of Swiss pension funds. We have regularly launched new private equity investment groups since 1998.
