Dual Invest is a semi-autonomous pension solution for small to medium-sized enterprises. The innovative, dual investment concept makes it possible to achieve stable income even in difficult investment years.
The dual investment strategy combines stable returns with high security. An economical and secure pension solution for companies unable or unwilling to assume the responsibility for investments. With this semi-autonomous pension model, your financial risks in the event of death and disability are borne by AXA. Pooling of investments reduces costs and risks. The dual investment strategy offers a unique combination of security and earnings: While 60% of the invested assets are placed in capital market instruments with a view to generating an attractive return, AXA reinsures the remaining 40% with guaranteed interest.
What are the advantages of Dual Invest?
The AXA Occupational Benefits Foundation, Winterthur, was established on August 17, 1984. Its purpose is to manage the occupational old-age, survivors’ and disability benefits insurance of its affiliated companies. As well as providing mandatory occupational benefits insurance, it also offers pension plans that exceed the minimum requirements of the law.
Management of investments
The foundation's investment strategy is determined and implemented by the Board of Trustees in collaboration with the Investment Commission and AXA Asset Management. Underfunding is possible at the Foundation level.
Protection of pension benefits
Administration and management
The Board of Trustees of the AXA Occupational Benefits Foundation is composed of the following members:
AXA's collective foundations stand out due to the considerable flexibility of their structures. Find out more about the other collective foundations available from AXA.