SUSTAINABILITY REPORT
2023
What does Patrimonia do for sustainability ?
Discover our 2023 report.
Read more
Being modern means
having sound governance
Completely independent, ISO 9001 certified, the Patrimonia
Foundation has always led the way regarding good practice
and transparency. We have strong core values and perform
our pension provision role with commitment, clarity and a
sense of service.
Discover our organisation and our values
Discover the 2022 annual report of the Patrimonia Foundation
The Patrimonia Foundation is pleased to introduce its 2022 Annual Report in a digital edition
for a more easy visualization.
Better than the paper version, this document brings together the management report and
the 2022 statistics: graphs and tables will allow you to discover in a few clicks all the indicators
of our Pension Fund.
Closer to you, we hope you enjoy the reading.
Annual report 2022
« Quality of services »,
an expression that we love
Occupational pension provision is now a media topic,
which does not mean that it is portrayed correctly.
Against this turbulent background, we are committed to
offering our insured members attractive benefits within
an efficient management framework.
Discover all our benefits
We are at your service
Patrimonia is a completely independent occupational pension scheme.
Our sole interest is to serve our insured members, our pensioners and our affiliated companies.
Insured members
General information, explanations, essential documents, regulations and forms designed for our insured members
Pensioners
General information, explanations, essential documents, regulations and forms designed for our
pensioners
Employers
General information, explanations, essential documents, regulations and forms designed for
employers
Patrimonia live:
latest news from your
Foundation
Patrimonia is an occupational pension scheme which is 100%
dedicated to its insured members, its affiliated companies and
its partners.
> Follow our top stories by reading the news published on this site,
> or by consulting our newsletter TODAY in PDF format
The Foundation’s key figures
Our key figures reflect our growth and financial health.
A constant growth for over 10 years : Assets +824%, Insured Members + 685%, Employers +375%
2938
Total assets of the Foundation at 31.12.2023 , in CHF million (non-audited)
101
Estimated coverage as of 31.12.2023, as a % (non-audited)
23989
Number of active insured persons on 31.12.2023
1436
Number of affiliated companies on 31.12.2023
Patrimonia,
a responsible foundation
As a collective pension fund, the Patrimonia Foundation
is deeply committed to environmental and social responsibility.
Our policy and the measures that we are taking in the field
of sustainability can be found on this page.
Find out more
Ten reasons to trust us
Patrimonia does not serve anyone apart from its insured members and its affiliated companies.
Organised in accordance with the essential rules of good governance, we work with the sole aim
of creating value added for them. Here are the ten reasons to trust us.
Discover our assets
