Thinking long-term and investing sustainably

We support pension funds and retirement benefit plans with our comprehensive advisory and financial services. With the investment strategy and securities selection for our individual and collective pension solutions, we balance profitability, security and liquidity.

Sustainable investments and pensions

Retirement provision is by definition sustainable because a pension fund must think long-term and invest sustainably in order to guarantee the financial future of all policyholders. However, sustainability is also becoming increasingly important in investment decisions. With our pension solutions, pension funds can easily integrate sustainability principles such as the Paris climate goals into their investment strategy.

Smart solutions for retirement provision

Swiss pension funds and retirement benefit plans find individual solutions for the second pillar. You define the investment strategy and we implement it consistently. Thanks to our pension funds, sales partners without their own pillar 3a solutions can offer their customers a practical supplement to the first and second pillar.

Individual, diversified and tax-friendly

We offer pension funds and consultants individual and diversified pension solutions for the allocation of pension assets. The tax-privileged pension solutions are implemented with multi-asset solutions. You can choose between different solutions:

All solutions can be combined and adapted to the strategic asset allocation of each pension fund.

Collective solution: our investment foundations

Our investment foundations are among the largest and most well-known investment foundations in Switzerland. They collectively manage the assets entrusted to them by pension funds and other tax-exempt institutions based in Switzerland, which serve the purpose of occupational pension provision.

Pension solutions for sales partners

The third pillar is used as a supplement to the first and second pillar and is becoming increasingly important. Thanks to Swisscanto pension funds, our sales partners can offer their retail customers worthwhile solutions for their pillar 3a. Compared to the competition, the solutions regularly impress with positive results, especially the funds with mixed risk profiles.