Since 1993, the Helvetia Investment Foundation has been a reliable partner for investment solutions and supports its customers in reaching their goals. It offers high-quality and well diversified investment solutions. To do this, it works together with leading partners which it selects according to the best-in-class approach.
The investment groups of the Helvetia Investment Foundation – Swiss Shares Smart Beta Dynamic 100 ESG, the mixed instruments LOB-Mix and LOB-Mix Plus 35, the Real Estate investment groups with a focus on the whole of Switzerland and French-speaking Switzerland, as well as the Mortgages Switzerland investment group are specially tailored to the needs of employee benefit institutions and collective foundations.
Sustainability is extremely important to the Helvetia Investment Foundation and is expressed in a sustainability strategy that is geared closely to the Helvetia Group's Responsible Investment strategy. By the end of 2023, over 90% of assets were invested and managed in line with sustainability principles.
The Helvetia Investment Foundation is thus the ideal partner for professional asset management in the pension segment.
