We would be glad to advise you
As a large Swiss joint foundation, the Vita Joint Foundation is actively committed to sustainability: holistically and comprehensively.
With our broadly diversified and long-term investment strategy, we can cushion short-term fluctuations on the capital market and generate stable income over the long term, which benefits you and your employees in the form of interest. A balanced share of equities and tangible assets as well as investments in alternative investment vehicles means stable returns can be expected in the long term.
Our investment strategy is defined by the investment committee of the Vita Joint Foundation and approved by the foundation board. It is regularly adjusted to the foundation's risk-return profile.
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.
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.
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.
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.