Alvoso Pensionskasse

Alvoso Pensionskasse

Alvoso Pensionskasse was founded in 1985. It operates as a BVG collective foundation offering tailor-made pension plans to SMEs. Remo Schällibaum chairs the foundation board while Daniel Ryf holds the CEO role. The fund allocates across equities, bonds, real estate, private equity and infrastructure. Current private equity exposure stands at 3.5 percent against a 4 percent target. Confirmed holdings include commitments to Patrimonium Private Equity Fund, Swisscanto AST PE Private Equity Carbon World Sol, Auda Capital Feeder SCA SICAV-SIF VIII, Crown European Markets IV PLC and Partners Group Direct Equity 2016. Real estate exposure includes a minority stake in Realitim III. Infrastructure positions cover SFP Infrastructure Partners, BlackRock Evergreen and Glasgow Ltd Partnership. All activity remains within Switzerland and global developed markets. The firm employs five professionals at its Schlieren headquarters. It sold two direct real estate properties in November 2020 to an investment foundation. Alvoso maintains memberships in the Ethos Foundation and the Ethos Engagement Pool Switzerland. It also belongs to ASIP, the Swiss Pension Fund Association. In June 2025 the firm hosted its 40th anniversary forum at Technorama in Winterthur. Alvoso functions as a non-profit collective foundation under Swiss BVG rules rather than a conventional asset manager. This structure requires it to serve multiple unaffiliated SMEs through standardized yet customizable plans while adhering to the SVVK-ASIR exclusion list.