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Ambassador Stiftung für die berufliche Vorsorge (AS)
Ambassador Stiftung für die berufliche Vorsorge was established in 1992 by Thomas L. Frank. It functions as a collective occupational pension vehicle for...
Ambassador Stiftung für die berufliche Vorsorge (AS)
Ambassador Stiftung für die berufliche Vorsorge was established in 1992 by Thomas L. Frank. It functions as a collective occupational pension vehicle for workers in trade, transportation, and industrial services, primarily from small and medium-sized Swiss enterprises. The foundation holds a diversified portfolio that includes a 16.58 percent allocation to real estate as of March 2024, mortgages, and private equity exposure. Allocations remain concentrated in Switzerland. It participates in the Ethos Foundation engagement programs and reports under ASIP ESG guidelines. Assets total 352 million USD. Serge Baumgartner serves as Managing Director and Daniela Simon heads pension operations. June 2024: The foundation placed second in the Mystery Shopping category for collective foundations in the Pensionskassenvergleich 2024 ranking.
General information
Firm type
Pension Fund
Year founded
1992
AUM
352 (Altss estimate)
Location
Region
Europe
Country
Switzerland
City
Wittenbach
Corporate office
PO Box 58, 9301 Wittenbach, Switzerland
Principals
Serge Baumgartner
Managing Director
Daniela Simon
Head of Pension and Member of the Executive Board
Thomas L. Frank
Founder
Frequently asked questions
Who runs investment decisions at Ambassador Stiftung für die berufliche Vorsorge?
Serge Baumgartner serves as Managing Director. Daniela Simon acts as Head of Pension and Executive Board member.
What asset classes does the foundation allocate to?
Holdings include Swiss real estate at 16.58 percent of the portfolio as of March 2024, mortgages, and private equity.
Does the foundation follow any ESG standards?
It adheres to the ASIP ESG reporting standard and holds an MSCI ESG rating of 7.0 (A) on liquid assets.
What recent recognition has the foundation received?
In June 2024 it placed second in the Mystery Shopping category for collective foundations in the Pensionskassenvergleich 2024.
Which organizations is the foundation affiliated with?
It is a member of the Ethos Foundation and the Swiss Pensionskassenverband (ASIP).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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