Professional Invest is the latest semi-autonomous collective foundation from AXA. The AXA Foundation for Occupational Benefits is Switzerland’s biggest semi-autonomous collective foundation.
As a semi-autonomous collective foundation, the AXA Foundation for Occupational Benefits is subject to less restrictive regulatory requirements than full-value insurance. This solution offers the potential for better investment returns, higher interest on the retirement assets, and therefore higher benefits in old age and higher vested benefits – but with the same, high level of security as before. In a semi-autonomous solution, the incongruous redistribution from active insured persons to pensioners can be reduced. You can therefore benefit as an entrepreneur, together with your employees, from considerably better value for money: You all pay lower risk contributions for your pension solution.
What are the advantages of Professional Invest?
The AXA Foundation for Occupational Benefits, Winterthur, was established on June 8, 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
Protection of pension benefits
Administration and management
The AXA Foundation for Occupational Benefits took the step into semi-autonomy as of January 1, 2019. The investment portfolio is being restructured in 2019 as we build our strategic target allocation. Until we have completed this restructuring, any comparison with the relevant market benchmark is not meaningful. To avoid any misinterpretations in this regard, we will not be including the benchmark.
The Board of Trustees of the AXA Foundation for Occupational Benefits 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.