Patrimonia ended the 2023 financial year with a performance of +5.4%, achieving a coverage ratio of 101.45%. The Foundation thus consolidated its structure, while maintaining its characteristic policy of prudence. We hope you enjoy reading our 2023 Annual Report.

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Although sustainable investments are not explicitly mentioned in current Swiss legislation governing pension funds, the Fondation Patrimonia is fully committed to involving sustainability through its investment and provider selection processes. This commitment is deeply rooted in our investment regulations, and our sustainability principles clearly outline our objectives and vision in this area. In this 2023…

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Discover the latest edition of LINKS (in French), the newsletter we send to all our partners.

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