Latest news
News, events, performance, publications, comments…Get all the latest news from the Fondation Patrimonia on our website. You can also subscribe to our newsletter.
Key performance indicators
Would you like a comprehensive snapshot of the Fondation Patrimonia situation? Visit our page with the key performance indicators, but don’t forget that our management reports, which are available on this website, will give you a clearer picture.
Commitments
Patrimonia’s every action is guided by three core values: proximity (people focused), sustainability (the key to our investment strategy) and quality (always ensure the best).
Governance and organisation
At Patrimonia, good governance is at the centre of all we do and entails strict adherence to the legal requirements of loyalty and integrity as well as the rules of conduct and our clear values. We attribute our success and continued existence to this sound approach.
Team
In 2011, in a cost-cutting exercise involving an optimisation strategy, Patrimonia decided to internalise its administrative management, under the supervision of Sylvie Jaton, assisted by a team of qualified staff. Comprising around twenty employees, the staff are grouped together according to their various areas of expertise.
Partners
Patrimonia’s governing bodies rely on external experts, including several major banks and local asset managers to manage the Foundation’s assets. A trustee acts as a Supervisory Body and an Occupational Benefits Expert deals with actuarial issues. In addition, Patrimonia is a collective occupational pension scheme which is subject to supervision by the Cantonal Supervisory Authority for Foundations and Pension Funds (ASFIP).
Frequently asked questions
At Patrimonia, we listen to you and endeavour to provide precise answers to your questions. Below we will answer a series of questions that are frequently asked by insured members. Please do not hesitate to contact us if you do not find the information you are looking for.
Responsible and committed investments
Our investment strategy aims to be responsible and committed. Based on the real economy, far from the speculation of financial markets, it incorporates environmental, social and good governance criteria.