Bernische Pensionskasse

Bernische Pensionskasse

Bernische Pensionskasse was established in 1921 to serve as the occupational pension provider for the Canton of Bern. Andre Matthey and Daniel Kloeti lead day-to-day operations. The fund's structure remains independent of the canton government while its beneficiary base includes staff from the University of Bern and other public employers. The fund allocates across Swiss public equities, direct real estate and commitments to private equity managers. Confirmed real estate holdings include Louelipark in Heimberg, Nidfeld in Kriens, Im Lenz in Lenzburg, Feldbreite in Emmen and multiple sites in Thun and Biel. Public equity positions center on Nestlé, Holcim, Novartis and Roche. External commitments include limited partner interests with IST Investmentstiftung, Schroders Capital, Partners Group and StepStone Group. Geographic exposure remains concentrated in Switzerland with additional commitments to global private equity strategies. The firm employs 32 professionals at its Bern headquarters. It participates in industry associations including ASIP, Ethos Foundation, SVVK-ASIR, Swiss Sustainable Finance and Climate Action 100+. January 2024: Participated in the Global Investor Statement to Governments on the Climate Crisis. Service providers include PwC as auditor since 2011, UBS as custodian, PPCmetrics as investment advisor and ABCON as actuary. The fund's governance ties investment decisions directly to its statutory role as pension provider for the Canton of Bern, with no separate family or corporate ownership layer. All asset returns flow exclusively to beneficiaries under Swiss occupational pension rules, creating a closed-loop structure distinct from discretionary asset managers.