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Investment Foundation Swiss Life

The Swiss Life Investment Foundation is a foundation established by Swiss Life. The purpose of the investment foundation is the collective investment and management of pension assets for our third-party clients.

Tax-exempt Swiss employee benefits institutions may become affiliated with the investment foundation. Primary among these are autonomous and semi-autonomous pension funds, but also collective foundations that manage the savings process and risk insurance separately. The latter are especially suitable for smaller and medium-sized companies that want to outsource their employee benefits completely.

Board of Trustees

The board of trustees is appointed by the investors in a meeting and is largely composed of investor representatives.

Supervisory authority

Our Investment Foundation is subject to supervision by the Supervisory Commission for occupational pensions (OAK BV).

Auditor

The auditor is PricewaterhouseCoopers AG.

Legal

The basis for the investment foundation’s activities are the Articles of Association and the foundation regulations as well as the investment guidelines.

Partners

The investment foundation works with the following partners:

  • Swiss Life Asset Management Ltd – for the management of the investment groups.
  • UBS Switzerland AG – as the custodian bank for the investment foundation.
  • UBS Fund Administration CH AG, Basel – for accounting and the calculation of net asset values.

News

Swiss Life Investment Foundation launches a package with new investment groups
The Swiss Life Investment Foundation expands its range of offerings in autumn in the area of Bonds and Real Estate Switzerland. Swiss pension funds therefore have an attractive entry opportunity for investments in the booming asset class of corporate bonds from newly industrialised countries as well as in the attractive segment of old age and healthcare properties.

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