Investment solutions for pension funds

Invest your capital in a safe haven

Pension funds

We have been following a clear course for years even as capital markets rise and fall: to outperform benchmark indices indexes for our customers. To reach this goal, we only work with the best asset managers. Our status speaks for itself: the Zurich investment foundation is Switzerland's largest non-bank investment foundation. We manage investments for the Vita Joint Foundation, Zurich Switzerland's pension fund as well as many other pension funds. If you are looking for a secure place to invest your policyholders' funds, we would be happy to welcome you on board.

20
billion Swiss francs in assets under management
23
independently selected asset managers
No 1
Switzerland's no. 1 largest non-bank investment foundation

Your benefits at a glance

  • We manage over CHF 20 billion, making us Switzerland's largest non-bank investment foundation.
  • We manage investments for the Vita Joint Foundation, Zurich Switzerland’s pension fund as well as many other pension funds.
  • We work exclusively with the industry's best asset managers for each asset class.
  • We are regulated by the Occupational Pension Supervisory Commission (OPSC).
  • As an investment foundation, we can cut costs for your policyholders' funds. Zurich investment foundation’s investment groups do not incur value added tax or sales tax on securities transactions.

Investment groups

  • The broad product range of the Zurich investment foundation allows pension funds to implement their investment strategies effectively: either with risk-based strategies or with a targeted selection from our wide range of investment groups.
  • Our investment groups are excellent solutions for joint and multi-employer foundations governed by BVV2 as well as autonomous and semi-autonomous pension funds.

Individual portfolio

  • Zurich investment foundation's modular system provides all pension funds with a suitable solution to implement their individual strategy and allows them to tailor their investment structure as needed.
  • Our product range comprises several portfolio options. After a detailed risk analysis, you decide which portfolio best suits your needs.

Philosophy and performance

  • The Zurich investment foundation is managed by Zurich Invest Ltd. The philosophy of Zurich Invest Ltd is simple, elaborate and reliable: Focus on working with the best portfolio managers only and continuously monitoring their performance.
  • Zurich Invest Ltd selects the best products and partners for each asset class. This clearly structured and independent investment management process evidentially delivers stable outperformance of benchmark indices. Time and again, this has been demonstrated by the independent KGAST comparison.

How our investment management process works

1. Needs analysis

We evaluate the long-term potential of an investment solution based on a thorough needs and market trend analysis tailored to the specific requirements of Swiss pension funds.

2. Manager selection

Next, we identify the most suitable portfolio manager by following our structured selection process. Being independent, Zurich Invest Ltd is free to select the ideal solution without any conflicts of interest.

3. Imple­men­ta­tion

In the final phase, we jointly implement the investment mandate with the selected partners. Our primary focus at this stage is to ensure a lean structure and an efficient implementation.

Our advisory service

Would you like further information? We would be glad to advise you.

Address

  • Zürich Investment Foundation
    P.O. Box
    8085 Zurich

Domicile or seat in Switzerland

a) Regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes.


b) Regulated insurance institutions.


c) Public entities and retirement benefits institutions with professional treasury operations.


d) Companies with professional treasury operations.

The requirement of professional treasury operations is met if the investor entrusted at least one qualified and experienced person in the financial sector with managing its financial resources on a permanent basis.