Over the past year, we have made significant progress in a number of areas. With the launch of Pool 25, we successfully expanded and positioned our range of investment products. At the same time, we surpassed the milestone of CHF 7 billion in assets under management, which is a clear sign of the trust our clients place in us.
We have also reinforced our team: Karlo Barac has taken over as Head of Sales and is bringing new ideas to the role. René Zehnder supports our financial management as an in-house actuary.
By insourcing the Foundation’s administration and distribution as of 1 July 2026, we will be pooling our resources and making collaboration easier. All staff members are pulling together to make this happen. Another big step forward is our new office at Bärengasse 25 in the heart of Zurich.
Overall, our financial position has continued to improve, with coverage ratios rising once again, thereby strengthening the stability of the Foundation.
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Vital G. Stutz,
Chairman of the Foundation Board
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In the 2025 financial year, which was a successful one for us, the financial markets and the overall environment remained challenging and dynamic. By focusing on our strengths and always looking ahead, we have paved the way for sustainable growth and greater efficiency. With the insourcing process coming into effect on 1 July 2026, we will be able to optimise our processes, thus strengthening our operational efficiency – in the best interests of our beneficiaries.
Chairman of the Foundation Board