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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 Management (Switzerland) AG – for accounting and the calculation of net asset values.

News

Swiss Life Investment Foundation continues on growth path 

In 2017, the Swiss Life Investment Foundation was once again able to significantly increase its assets under management, as gross assets rose by 20% to close the year at CHF 7.5 billion (previous year: CHF 6.3 billion). The Swiss Life Investment Foundation is thus among the fastest growing investment foundations in Switzerland.

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