Long-term investment strategy: the Board of Trustees follows a long-term investment strategy that has been developed and is regularly reviewed in conjunction with a prestigious, external investment advisor (PPCmetrics AG).
Earnings and risk-optimized investment pool: the pension assets of all affiliated companies are invested and managed by the collective foundation and AXA Asset Management following a uniform investment strategy to maximize earnings and minimize risks.
Many years of experience and unique market access: with more than 140 years of successful asset management in Switzerland and assets under management of around CHF 1,100 billion, the AXA Group is one of the leading asset managers. This size and expertise enables the Group to gain unique access to attractive investment classes on favorable terms.
Sustainable investments: The Board of Trustees firmly believes that the responsible use of resources adds value over the long term. This is why we incorporate factors relating to the environment, social responsibility and good corporate governance, what are known as ESG criteria (environment, social, governance), into our investment decisions. AXA Asset Management intentionally refuses to invest in the tobacco industry, in manufacturers and traders of controversial weapons or in palm oil producers that are associated with the destruction of rain forest. Learn more about ESG criteria.
Independence through best-in-class approach: our best-in-class approach means that pension assets are managed independently with no conflicts of interest.
Interest: the collective foundation's Board of Trustees determines the interest on retirement assets based on the expected coverage ratio at year-end.