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Mission and investment organisation

he Management of the pension assets is geared towards achieving an appropriate long-term return for our insureds. In doing so, we consciously take investment risks, that we can and want to bear. Long-term investment income, together with employee and employer contributions, finance the pension fund benefits promised in the regulations. In our activities, we pay attention to a high level of professional competence and robust processes.

Foundation Council

Investment strategy

The Foundation Council determines the principles and goals of the investments and approves the long-term investment strategy.

Investment Committee

Implementation and monitoring

The Investment Committee is the body responsible for the implementation and monitoring of the investment strategy.


Competence centre

The office is the competence centre for investment. It controls and monitors the activities of the instructed partners in investment management. It is also responsible for developing decision-making basis and executing those decisions in practise.

Investment strategy

Considering existing and future pension obligations, the Foundation Council defines an investment strategy designed to ensure comPlan's long-term financial stability. It is designed for about a decade. Fundamental, global economic changes are taken into account. The investment strategy is based on comPlan's structural and financial risk capacity and is significant for return and risk.

Investment strategy


Nominal values Switzerland 13%
Nominal values world 26%
Equities Switzerland 7%
Equities worldwide 18%
Real estate Switzerland 16%
Real estate world 9%
Private markets 9%
Gold 2%
Total assets 100%

Thereof foreign currencies unhedged: 16%

Investment performance

Investment performance

Investment return as at 31 December (except current year: until 31 March)
Current year: unrevised


Responsible investment

The consideration of sustainability criteria is an important component in the management of investments. Accordingly, comPlan attaches importance to approaching the topic of sustainability holistically. The sustainability efforts support the fulfilment of the legal mandate of the occupational pension scheme to achieve a return in line with the market with an appropriate distribution of risk. comPlan focuses on measures that have a high impact according to current research. In particular, comPlan attaches great importance to direct investments with explicit sustainability objectives and to dialogue with companies (so-called engagement).

Sustainability Report (in German)

comPlan is also one of the seven founding members of the Swiss Association for Responsible Investment (SVVK-ASIR).

More about SVVK-ASIR

Voting rights

comPlan duly exercises the voting rights for all Swiss share companies and the voting rights for foreign share companies. When exercising voting rights, the long-term interests of the insureds are the main priority. The voting behaviour is disclosed once a year.

Disclosure of voting behaviour Swiss shares (in German)

Asset manager selection process

The securities business (portfolio management) is delegated to external asset managers whom comPlan carefully selects, instructs and monitors. In the search for a clearly defined asset management mandate, the investment office follows a standardised selection process with an objective evaluation. When we are contacted by potential asset managers , their contact details and core areas of expertise are entered in a list.

Contact form for asset managers