Banks, trustee, consultants and supervisory authority
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 supervised by the ASFIP, i.e. the Supervisory Authority for Foundations and Pension Schemes of the Canton of Geneva and by the Supreme Supervisory Authority.
“An entire community of carefully selected, like-minded external partners helps us fulfil our remit.”
Naef
Real estate management company
Management and administration of real estate
Bory
Real estate management company
Management and administration of real estate
UBS
Custodian bank
Safekeeping of securities, accounting, reporting
Ethos
Consultant for sustainable investments and active shareholders
Sustainable investment solutions, sustainability analyses, analysis of general meetings and exercise of voting rights, shareholder dialogue.
Signa-Terre
Consultant for real estate energy transition
Measurements of CO2 levels and energy consumption of housing stock, planning renovation schedules
Allea
Actuaries and occupational benefits experts
Advice on occupational benefits, technical and administrative management of pension schemes
Helvetadvisors
Real estate consultant
Advice on investments, portfolio management, leasing of business premises, valuation, development and management of real estate projects.
PPCmetrics
Consultant for institutional investors
Advice on investments and actuarial affairs
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.