VitaInvest JointFoundation

Vita Invest Joint Foundation at a glance

Key data in brief

The Vita Invest Joint Foundation was established in 1998 as a partially autonomous foundation. Vita Invest is ideally suited to medium-sized and large companies that would like to co-determine the structuring of their occupational pension provision as well as the investment of their pension assets. By joining Vita Invest, you benefit from your own pension fund, managed by an administration committee comprised of an equal number of employer and employee representatives, and at the same time outsource risks and execution tasks. The pension fund administration committee defines not only the investment strategy, but also decides the financing of the pension fund, risk protection, use of unrestricted assets and the interest earned on retirement assets.

Annual key indicators

Key indicators as of Dec. 31
 2017  2016  2015  2014  2013
Number of affiliated employers
 61  52  53  47  44
Number of active members
 7,022  5,393  5,526  4,698  4,548

Number of pensioners

 443  355  307  257
 244
Balance sheet total in CHF million
 943.4  818.6  761.8  608.1  504.9
Pension capital of active insured in CHF million
 731.4  624.2  612.1  470.8  420.1
Underwriting reserves in CHF million
Reported at pension fund level
Value fluctuation reserve – actual status in CHF million
Coverage ratio

Foundation Board

Employers’ representatives

Bernhard Aerni
Vice President
Ivan Frommenwiler

Employee representatives

Markus Wenger
President
René Moser

Secretary of the Foundation Board

Mattia Fronzaroli

Pension actuary

Mercer (Switzerland) AG, Zürich

Audit department

PricewaterhouseCoopers AG, Basel

Supervisory body

BVG- und Stiftungsaufsicht des Kantons Zürich (BVS)

Executive Management

The Executive Management manages the operative business of The Vita Invest Joint Foundation and is responsible for the execution of the Foundation Board’s resolutions and the tasks entrusted to it.

Manuel Gerhard (Managing Director)
manuel.gerhard@zurich.ch