Abendrot Foundation
| Abendrot Foundation
|
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|---|---|
 |
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| legal form | Foundation, endowment |
| founding | 1984 |
| Seat | Basel |
| management | Enza Bögli ( Managing Director ), Nicole Valet (Member of the Management), Stephan Bannwart (Member of the Management), Simone Emmel ( President of the Board of Trustees ) |
| Branch | Pension funds |
| Website | Abendrot Foundation |
The Abendrot Foundation is an independent Swiss pension fund founded in 1984 .
Companies
The Abendrot Foundation is a pension fund founded in 1984 which participates in the implementation of the mandatory occupational pension scheme (2nd pillar) . It is an encompassing pension scheme which, as a collective foundation, is open to employers to insure their employees.
Since it was founded, the Abendrot Foundation has observed clear principles and pursues objectives that are of central importance to it and which represent its actual character. She lives sustainability in the plants by pursuing an investment policy on the basis of "health, environment and fairness" and thus not only emphasizes creditworthiness and profitability, but also social and ecological criteria for every investment.
She was the first pension fund, a widower and a partner's pension introduced.
In 2018, 1,232 companies were affiliated with the Abendrot Foundation. 12,236 people were insured, 7,434 of whom were women and 4,802 men. The number of pension recipients was 1,832. The premium income based on the year 2018 amounted to CHF 95.5 million . As of December 31, 2018, the coverage ratio was 107% and the plan assets amounted to 1,909.2 million Swiss francs.
The foundation supports the corporate responsibility initiative .
Investment strategy 2019
| Nominal values | Bandwidth in% | Target in% |
|---|---|---|
| Liquidity and short term investments | 0 to 8 | 2 |
| Swiss bonds | 0 to 10 | 2 |
| Global bonds | 8 to 18 | 13 |
| Mortgages and loans | 0 to 5 | 4th |
| Total: | 21st |
| Material assets | Bandwidth in% | Target in% |
|---|---|---|
| Real estate | 25 to 35 | 30th |
| Swiss equities | 15 to 25 | 19th |
| Global equities | 5 to 15 | 11 |
| Alternative investments | 11 to 26 | 19th |
| Total: | 79 |
In the securities sector, the Abendrot Foundation invests exclusively in companies which, according to an independent environmental and social analysis, are among the best in their sector and which exclude critical sectors such as agrochemicals, genetic engineering, nuclear energy companies, the armaments industry, tobacco industry, etc. The properties are built or managed with low emissions and in an environmentally conscious manner and managed directly by the Abendrot Immobilien AG subsidiary.
The fund also made investments abroad. An 18,000 square meter wasteland called “Holzmarkt” was added to the portfolio of the cash register from Berlin . An artists' village, a business incubator and a hotel are being built on it. The Abendrot Foundation also owns several tenement houses in Berlin. Overall, the foundation manages assets of around CHF 2 billion.
Web links
Individual evidence
- ^ Stiftung Abendrot: Corporate Responsibility Initiative. June 13, 2018, accessed August 26, 2020 .
- ↑ Behind Abendrot there is a group of former nuclear power plant opponents. ( Memento of the original from December 30, 2013 in the Internet Archive ) Info: The archive link was inserted automatically and has not yet been checked. Please check the original and archive link according to the instructions and then remove this notice. Basler Zeitung of October 21, 2013, accessed on December 29, 2013
