Transparency is at the heart of our concept of governance. Being modern actually means offering quality information to its insured members and to all its stakeholders. On this page, you have the opportunity to read our latest news.
Patrimonia’s Sustainability Report, of which the 2023 edition you are about to discover is the third, aims to detail our sustainability strategy and its implementation.
Read the entire Links #17 newsletter AGAINST ALL ODDS, FONDATION PATRIMONIA STAYS THE COURSE Dear Affiliated Companies, Dear Partners, In principle, a pension fund is armed to face – against all odds – financial market upsets. Fondation Patrimonia has several tools at its disposal to deal with these vicissitudes, namely: A strategic allocation, selected by…
2021 was an excellent year for pension funds! In terms of financial performance of course, but also in terms of adaptive performance.
The evolution of financial investments on 30 April 2020 In a context marked by market volatility and economic incertitude, it is essential that your Pension Fund stays the course and does everything possible to fulfil its obligations to its policy holders and affiliates. The Foundation Patrimonia’s investment strategy is defined on the basis of…
Dear Affiliates, A Pension Fund is not only a social insurance, but also a service, a support, professional contacts for our affiliates and the promise to the Foundation’s policy holders that above and beyond their professional life, there is life itself and we are there beside them all the way, in good times as in…
On 25 March 2020, the Federal Council decided to temporarily allow employers to use the contribution reserves they have built up to pay employees 2nd pillar contributions. For a period of 6 months, the employer can pay the employee’s share of 2nd pillar contributions using his contribution reserve. The employer must notify the pension fund…
COVID-19 The Patrimonia Foundation organizes itself to serve you. In the current context of the coronavirus crisis, the Patrimonia Foundation has put into place a series of organizational measures to ensure the continuation of its activities. They concern our teams in Geneva and Lausanne and give priority to teleworking and videoconferencing. These measures allow us…
