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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.
Contribution+ option:
For company-owned pension funds, the pension plan may envisage higher risk/cost contributions than are required by the actual premiums. This option is likewise offered in Client Invest through Contribution+.
Corporate group option:
With the dissolution of a company's own pension fund and the takeover of comparable collective foundation solutions with multiple employers, Client Invest offers a solution for specific corporate structures.
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 Columna Collective Foundation Client Invest in Winterthur was founded on March 20, 1974. Its purpose is to arrange occupational retirement, survivors’, and disability pension provision for its affiliated companies. It provides benefits in accordance with the compulsory occupational benefits plan and also offers pension plans that exceed the minimum statutory requirements.
Management of investments
Protection of pension benefits
Administration and management
The Board of Trustees of the Columna Collective Foundation Client Invest is composed of the following members:
