Long-term values, professionally curated
Like an art foundation, the AllianzGI Investment Foundation strives for long-term value of exceptional quality. Designed to meet the specific needs of Swiss pension funds, our investment foundation provides access to exclusive investment solutions – efficient and specially tailored to the regulatory and tax framework of the 2nd pillar (occupational pension scheme).
In both conception and communication, we are guided by one principle: to offer our investors a clearly structured product with high transparency. We have an extensive range of services. Whether liquid strategies or private markets, the AllianzGI Investment Foundation combines institutional excellence with Swiss reliability.
Michael Schütze
Country Head Allianz Global Investors (Schweiz) AG
“We founded the Swiss Investment Foundation to create a vehicle for institutional clients in Switzerland that is precisely tailored to local needs. Instead of 300 pages in French or German, for example, we provide you with 20 pages in English – with all the information that investors need. Clarity and efficiency that you can rely on. Now that’s a true competitive advantage.”
An investment foundation is a curated collective investment vehicle for Swiss pension funds.
- It is legally classed as a foundation according to Art. 80 ff. of the Swiss civil Code (ZGB); this is exclusively for tax-exempt institutions of the 2nd pillar (occupational pension scheme).
- Regulated access to investment groups with a focus on return, resilience and diversification.
- A wide range of investments: from liquid strategies to private markets.
- Clear governance structures, influence through investor representation.
| Advantage | Benefit for investors |
|---|---|
| Low cost structure | Not profit-oriented; economies of scale through collective investing |
| Broad market access | Access to hard-to-reach asset classes such as private equity and infrastructure |
| Tax optimisation possible | Flexible use of tax strategies for pension funds |
| Swiss presence & expertise | Local supervision, known structures and high transparency |
| Professional management | AllianzGI expertise, processes compliant with the Federal Supervisory Commission (OAK), proven investment standards |
The AllianzGI Investment Foundation is designed exclusively for Swiss pension funds:
- Pension funds (2nd pillar – occupational pension scheme)
- Collective foundations
- 1e pension plans (higher insured income)
- Companies with their own pension fund
Investors can rely on good governance, systematic management and high security standards.
The AllianzGI Investment Foundation is based on a proven setup with clearly defined roles:
- Board of Trustees: Highest governing body, with representatives of the investors
- Investment Committee: Advises on and decides strategies
- AllianzGI as a delegation partner: Operational management, compliance and risk management
Have we caught your interest? Get in touch with us today.
Contact our team for a face-to-face conversation.
Learn more about the structure, subscription modalities and legal framework.
We will be pleased to introduce you to the AllianzGI Investment Foundation in an in-person meeting or webinar.
Investing involves risks. The value of an investment and the income derived from it may decrease or increase. Investors may not receive back the full amount originally invested. Past performance is not indicative of future returns.
This is a marketing communication issued by Allianz Global Investors (Switzerland) AG, a wholly owned subsidiary of Allianz Global Investors GmbH.
The group of investors eligible to invest in the investment groups of Allianz Global Investors Investment Foundation (AGAST) is limited to institutions of the 2nd pillar and pillar 3a, as well as other tax-exempt institutions based in Switzerland that serve the purpose of occupational pension provision, and to persons who manage collective investments for these institutions, are supervised by the Swiss Financial Market Supervisory Authority (FINMA), and invest funds with the foundation exclusively for these institutions.
Subscriptions are made solely on the basis of the currently valid statutes, regulations, and subscription forms of the investment foundation.
All documents forming the legal basis for any potential investment can be obtained free of charge from Allianz Global Investors Investment Foundation, c/o Allianz Global Investors (Switzerland) AG, Gottfried-Keller-Strasse 5, CH-8001 Zurich, Tel.: +41 44 206 44 77 and at https://ch.allianzgi.com/en-ch/.
This information does not constitute an offer or recommendation to buy or sell financial instruments. It does not take into account the individual investment objectives, financial situation, or specific needs of any particular investor.
This communication is expressly not directed at persons whose nationality or residence prohibits access to such information under applicable law.
The Allianz Global Investors Investment Foundation is supervised by the Occupational Pension Supervisory Commission (OAK BV) and is subject to the provisions of the Swiss Federal Law on Occupational Retirement, Survivors' and Disability Pension Plans (BVG/LPP) and the Ordinance on Investment Foundations (ASV). [oak-bv.admin.ch]
Reproduction, publication, and distribution of the content in any form is not permitted unless explicitly authorized by Allianz Global Investors (Switzerland) AG.