Vita Classic

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 commission of the Vita Collective Foundation and approved by the foundation board. It is regularly adjusted to the foundation's risk-return profile.

We make impact-oriented investments in the environment, society and infrastructure. By investing in green bonds, we support projects that have a positive effect on sustainable development. Among other things, "impact investing" includes the commitment "senior housing". With "senior housing", 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.

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We aim to achieve a balanced mix of complementary measures and approaches for the purpose of sustainable decarbonization. This includes the continuous and sustainable reduction of CO₂ emissions, be it in our domestic and foreign real estate, equity and corporate bond investments, or regarding our own business premises. We have set ourselves clear sustainability targets, which we regularly reassess.

Real Estate Switzerland

Since 2010, we have been able to reduce carbon emission in the investment category Real Estate Switzerland by 39.1 percent. Our goal is to cut our carbon emissions by a total of 40 percent compared to 2010. Continuous monitoring of the portfolio is a significant control element. We use special software to determine the carbon footprint of our entire real estate portfolio. 

Real Estate Europe Direct

The investment group Immobilien Europa Direkt (IED) is looked after by the portfolio manager Schroder Real Estate. Schroder Real Estate has been a participant in Global Real Estate Sustainability Benchmark (GRESB) since 2011, the dominant global standard for evaluating the environmental, social and governance-related performance (ESG) of real estate funds and companies. In 2023 the fund achieved 92 points out of 100, resulting in a 5 star rating (from a total of 5 possible stars) and a green star rating for the third year in a row. In September 2019 Schroder joined the Better Buildings Partnership (BBP), signing the self pledge on climate change and published the “Pathway to Net Zero Carbon” in December 2020. This contains – in accordance with the Paris Agreement – the pledge to achieve zero carbon emissions by 2050 or sooner in order to limit global warming to 1.5°C.

Shares

With shares we have set ourselves the target of reducing CO₂ emissions by 20 percent from their 2019 level, by 2025. The weighted average CO₂ intensity of the equity portfolio has been reduced by 33.9 percent since the base year 2019.

Corporate bonds

At the end of 2023, we have also defined CO₂ reduction targets for corporate bonds. Greenhouse gas emissions are to be reduced by 22 percent by 2025 and by 40 percent by 2030 compared to the base year 2019. The weighted average CO₂ intensity of the corporate bond portfolio has fallen by 35.3 percent since the base year 2019.