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The semi-autonomous Client Invest solution allows companies to keep control of their occupational benefits: They enjoy ideal conditions for an independent pension and investment concept, while benefiting from professional advice.
The risk benefits of death and disability are guaranteed by AXA. The occupational benefits fund, however, bears the investment risk for the retirement assets of the insured and also decides on how any additional earnings are to be used.
The strategy analysis forms the basis for the asset management of a pension solution. The company’s occupational benefits fund commission defines the investment strategy taking into account the risk capacity, risk tolerance, and target return. The companies are supported in these key processes and decisions by AXA Asset Management, Credit Suisse, or another asset manager of their choice.
Client Invest benefits are just as individual as your pension requirements. Affiliation with the Columna Collective Foundation Client Invest enables you to benefit from our extensive expertise.
The Board of Trustees of the Columna Collective Foundation Client Invest is composed of the following members: