# Perspectiva Sammelstiftung für berufliche Vorsorge

Perspectiva Sammelstiftung für berufliche Vorsorge is a Pension Fund based in Basel, Switzerland.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Basel, Switzerland
- **Region:** Europe
- **Address:** Basel, Switzerland
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** perspectiva-sammelstiftung.ch

## Regulatory record

- **Reports private funds:** No

## About

Perspectiva Sammelstiftung für berufliche Vorsorge was founded in 2014 by Baloise Leben AG, the life insurance arm of the Baloise Group, to serve as a multi-employer defined-contribution pension vehicle under Swiss occupational benefits law. Claudia Mattig represents employer interests as president of the Board of Trustees, while Antje Ullmann serves as vice president on behalf of employees — a governance structure that embeds the statutory parity principle directly into the foundation's investment oversight. The foundation operates from Basel and functions as a collective institution, pooling the mandatory and supplementary retirement assets of multiple unaffiliated Swiss employers. Asset allocation concentrates on Swiss real estate through a quartet of investment foundations: 1291 Real Estate Switzerland, SFP AST Swiss Real Estate, DAGSIS (commercial properties), and Seraina Investment Foundation - Swiss Development. The foundation complements these direct-property exposures with global liquid strategies, including the Twelve Cat Bond Fund for insurance-linked securities and the Invesco US Senior Loan Fund for floating-rate private credit. Raoul Paglia holds a seat on both the Board of Trustees and the Investment Committee, a dual role that concentrates oversight of investment decisions within a compact governance body. The foundation participates annually in the Swisscanto Pensionskassenstudie, providing the transparency that Swiss pension benchmarking demands, and has aligned with Klima-Allianz Schweiz to subject its financial investments to climate compatibility ratings. No adjacent philanthropic or operating vehicles are publicly associated with the foundation, consistent with its narrow statutory mandate as a pure occupational benefits provider. Trustee-level parity between employer and employee representatives, codified in the foundation's board composition, distinguishes it from insurer-operated pension products where the carrier retains unilateral control over asset management decisions.

## Sectors

- Real Estate
- Insurance-Linked Securities
- Private Credit
- Fixed Income

## People

- Claudia Mattig — President of the Board of Trustees (Employer Representative)
- Antje Ullmann — Vice President of the Board of Trustees (Employee Representative)
- Raoul Paglia — Member of the Board of Trustees and Investment Committee

## Questions

### Who founded Perspectiva Sammelstiftung and why?

Baloise Leben AG, the life insurance subsidiary of Baloise Group, established the foundation in 2014 as a multi-employer defined-contribution vehicle. The structure allows Baloise to offer occupational pension solutions to corporate clients through a legally autonomous foundation rather than an insurance contract, separating pension assets from the insurer's general account while retaining an institutional affiliation.

### How are investment decisions governed?

A Board of Trustees with statutory parity between employer and employee representatives oversees investment policy. Claudia Mattig serves as president representing employers, Antje Ullmann serves as vice president for employees, and Raoul Paglia holds a dual seat on both the Board of Trustees and the Investment Committee, where asset allocation and manager selection decisions are executed.

### How transparent is Perspectiva about its investment results?

The foundation participates annually in the Swisscanto Pensionskassenstudie, the country's most widely followed pension benchmarking study, which publishes comparative performance and asset allocation data across Swiss pension institutions. It has also voluntarily joined Klima-Allianz Schweiz to submit its portfolio to climate-impact ratings.

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- [Personalvorsorgekasse Obwalden (PVO)](https://altss.com/profile/personalvorsorgekasse-obwalden-pvo)
- [PF Advisors](https://altss.com/profile/pf-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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