Investments & investment strategy

Lever

Sustainable investments – holistically implemented

As a large Swiss joint foundation, the Vita Joint Foundation is actively committed to sustainability: holistically and comprehensively.

Investments & investment strategy

Investment strategy Top 10 equities Top 10 bonds

Coverage ratio & performance

16.3
Assets in CHF billion
31.12.2019
104.0%
Coverage ratio II
31.08.2020
0.86%
Investment Performance
31.08.2020

Investing responsibly

As an active and responsible investor, we pursue a holistic and positive sustainability approach. We take environment, social and governance sustainability criteria into account in our investments. We focus on our financial commitments and guarantee the benefits. We constantly monitor our sustainability efforts.

How we invest sustainably

  • We regularly check compliance with the ESG criteria during the investment process
  • We actively exercise the shareholders' voting rights
  • We reduce CO2 emissions from real estate
  • We actively discuss sustainability with our investment managers
  • We invest in impact-oriented projects such as "Housing for the elderly"

Investments & bonds

We ensure that fund managers apply the ESG criteria in the investment process. All our investment managers are signatories to the UNPRI (UN Principles for Responsible Investment) and 70 percent of our equity managers pursue social engagement.

We ensure that shareholders can exercise their voting rights in the listed companies in Switzerland and abroad through the Zurich Investment Foundation.

Real estate

We have set ourselves clear sustainability targets for real estate investments, and review these on a regular basis. Since 2010, we have reduced CO2 emissions by more than 20 percent. We have also reduced energy consumption: by around 18 percent between 2010 and 2017.

Impact Investing

We make impact-oriented investments in the environment, society and infrastructure. With "Housing for the elderly", we are promoting sustainable investment projects and, together with local partners, are committed to the development and design of future living spaces. We think beyond retirement and implement apartments for senior citizens that are suitable for the elderly.

We would be happy to advise you

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