Valitas Sammelstiftung BVG

Valitas Sammelstiftung BVG
Dammstrasse 23
6300 Zug



Member type

Asset owner / Private pension fund

Contact person

Thomas Eggenberger

Type of activity in sustainable finance

Sustainable funds, Sustainable discretionary mandates, Sustainable advisory services, ESG integration in asset management, Sustainability investment consulting, Sustainability strategy consulting

General description of organisation

Valitas INDEPENDA is a pension fund for Swiss small- and midcap companies. Every company can choose their own asset manager, depository bank, pension plan, conversion rate for pensioners, interest for their employees, reinsurance etc. Everything needs to be within the regulations and law, their risk budget and capability. They each have their own coverage ratio and fluctuation reserves as well as an annual financial statement. Within the Valitas INDEPENDA umbrella there is also a self-guided pool for pensioners.

Reason for membership with SSF

Valitas AG (service providing company) designated an internal Chief Sustainability Officer who, together with an external Sustainability and Finance specialist, held a two day workshop about ESG and sustainability with the board of Valitas INDEPENDA, which was greatly appreciated. The board of Valitas INDEPENDA is taking decisions to implement ESG factors in the investment decision process and furthermore, wants to be regularly informed and educated about the development of ESG and Sustainability. The goal is to set the foundation and continually take further steps and improvements regarding ESG and Sustainability. It is important to share the experience and information and we therefore see a SSF membership mutually beneficial.


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