Reference labels
The Patrimonia Foundation may use the main labels that nowadays refer to the Swiss pension funds sector. For us, it is a way of expressing our commitment to good governance and of demonstrating, if necessary, the quality of our approach in this regard.
ISO 9001 certification
Patrimonia is ISO 9001 certified. This standard defines the organisational criteria and requirements for establishing a quality management system. In 2010, Patrimonia was the first collective pension scheme in Switzerland to obtain this certification.
Ethos Foundation
Patrimonia is a member of the Ethos Foundation. The Ethos Foundation objects are to promote socially responsible investment (SRI) and to foster a stable and prosperous socio-economic environment for the benefit of the present and future civil society.
Charter of the Swiss Association of Pension Funds
Patrimonia is a signatory to the Charter of the Swiss Association of Pension Funds (ASIP). The purpose of this Charter is to ensure that all provisions of the LOB regarding loyalty and integrity are observed by the signatory funds.
Inter-Pension Association
Patrimonia is a member of the Inter-Pension Association. Inter-Pension is committed to independent occupational pension provision and supports solidarity between employees and employers.