Pension Fund

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Prosperita Stiftung für die Berufliche Vorsorge

Prosperita Stiftung für die Berufliche Vorsorge was established in 1999 as an independent pension institution in Bern. It provides defined-contribution...

Prosperita Stiftung für die Berufliche Vorsorge logo

Prosperita Stiftung für die Berufliche Vorsorge

Prosperita Stiftung für die Berufliche Vorsorge was established in 1999 as an independent pension institution in Bern. It provides defined-contribution occupational plans covering retirement, disability and survivor benefits. The foundation maintains a Christian-ethical investment screen and reports seven staff. The portfolio allocates 7.23 percent to private equity and maintains positions in infrastructure and mortgages. Direct real estate holdings include the headquarters at Länggassstrasse 7, multiple Swiss residential buildings in Aarberg, Olten, Möriken and Winterthur-Wülflingen, plus the Adelboden mixed-use project with 38 serviced apartments and a Coop supermarket. Geographic exposure remains concentrated in Switzerland with smaller global infrastructure and microfinance sleeves. Additional vehicles or philanthropic arms are not disclosed. The most recent documented governance event was the June 2023 Delegiertenversammlung covering investment strategy and sustainability reporting. Service providers include BDO AG as auditor, Vontobel Asset Management as advisor and Ethos Services for engagement. Governance rests with a board chaired by Peter G. Augsburger and an investment committee led by Martin Freiburghaus. The structure operates as a multi-employer pension vehicle rather than a single-family or multi-family office, with decisions shaped by Swiss pension regulations and member association memberships such as ASIP and the Ethos Engagement Pool.

General information

Firm type

Pension Fund

Year founded

1999

AUM

CHF 878 Mio

Location

Region

Europe

Country

Switzerland

City

Bern

Corporate office

Länggassstrasse 7, 3012 Bern, Switzerland

Principals

Joel Blunier

CEO / Managing Director

Peter G. Augsburger

President of the Board of Directors

Lorenz Imfeld

Head of Investments

Sector focus

Real EstatePrivate EquityInfrastructure

Frequently asked questions

Who runs investment decisions at Prosperita Stiftung für die Berufliche Vorsorge?

Joel Blunier serves as CEO and managing director. Lorenz Imfeld heads investments and Martin Freiburghaus chairs the investment committee.

Does Prosperita participate in fund commitments or only direct deals?

The fund holds a 7.23 percent private equity allocation and maintains direct ownership of Swiss real estate assets including residential buildings and the Adelboden project.

What asset classes does Prosperita allocate to?

Allocations include private equity, infrastructure, mortgages, precious metals and a large direct real estate portfolio of Swiss residential and mixed-use properties.

Where does Prosperita source its real estate investments?

The foundation acquires and develops properties directly in Switzerland, with confirmed holdings in Adelboden, Aarberg, Olten, Möriken and Winterthur-Wülflingen.

Which industry associations does Prosperita belong to?

Memberships include ASIP, Ethos Engagement Pool, IIGCC, Climate Action 100+ and the Principles for Responsible Investment.

Profile maintained by 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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