# Prosperita Prosperita is a Pension Fund based in Bern, Switzerland. ## Overview - **Organization type:** Pension Fund - **Headquarters:** Bern, Switzerland - **Region:** Europe - **Address:** Bern, Switzerland - **Founded:** 1999 - **Assets under management:** CHF 878M - **Website:** prosperita.ch - **LinkedIn:** https://www.linkedin.com/company/prosperita-stiftung-fuer-die-berufliche-vorsorge ## Regulatory record - **Reports private funds:** No ## About Founded in 1999 by attorney Peter G. Augsburger, Prosperita Stiftung für die berufliche Vorsorge operates as an independent Swiss pension fund with an explicitly Christian-ethical investment charter. Its occupational plans cover old age, disability, and death benefits — a standard second-pillar mandate executed with an unusually tight values screen. The foundation’s board includes economist Adriel Jost, a fellow at the Institute for Economic Policy, while Vice President Rainer Wittich also leads advisory firm Primolution AG. Prosperita runs a multi-asset portfolio anchored by a direct Swiss real estate book with at least nine named properties: the Kurve Apartments & Lounge in Adelboden, its own headquarters at Länggassstrasse 7 in Bern, the Kloster Fahr mixed-use project straddling Zurich and Aargau, and residential blocks in Aarberg, Olten, Oberkulm, and Winterthur-Wülflingen. Beyond property, the fund allocates to global infrastructure, microfinance vehicles, precious metals, and a dedicated mortgage book — effectively a private-credit sleeve secured against Swiss residential assets. The foundation integrates its ethical screens across all asset classes via membership in the Ethos Engagement Pool and the Arbeitskreis Kirchlicher Investoren. Total assets are not publicly disclosed; Altss estimates the pool at approximately CHF 700–750 million based on the scale of its real estate holdings and comparable Swiss pension fund structures. The foundation added real estate exposure in Möriken — a plus-energy house on Grabenweg — and maintains a mixed-use property in Adelboden that includes serviced apartments and a Coop supermarket. Prosperita has also expanded its climate commitments, joining Climate Action 100+ and the Institutional Investors Group on Climate Change as a Net Zero Investment Framework signatory. Where most Swiss pension funds pool assets with large collective schemes, Prosperita self-administers its mandate and controls its property portfolio directly. The foundation enforces a sectarian investment policy — an unusual posture in Switzerland’s conciliatory pension landscape — that excludes firms deriving revenue from armaments or fossil-fuel extraction. This dual identity as both a regulated Berufliche Vorsorge provider and a values-driven direct investor separates it structurally from the broader ASIP membership it nonetheless belongs to. ## Sectors - Real Estate - Infrastructure - Private Credit - Precious Metals - Secondaries & Special Situations ## People - Peter G. Augsburger — President of the Board of Trustees - Joel Blunier — CEO / Managing Director - Andreas Studer — Vice President of the Board - Lorenz Imfeld — Head of Investments - Martin Freiburghaus — Chairman of the Investment Committee - Matthias Luginbühl — Deputy Managing Director - Adriel Jost — Board Member - Rainer Wittich — Vice President of the Board of Trustees ## Questions ### Who runs investment decisions at Prosperita? Lorenz Imfeld serves as Head of Investments, reporting to an investment committee chaired by Martin Freiburghaus. The Foundation Board, led by President Peter G. Augsburger, sets the ethical investment guidelines that constrain investable universes. CEO Joel Blunier oversees day-to-day management but does not appear to exercise direct portfolio authority. ### How does the Christian-ethical mandate affect portfolio construction? Prosperita excludes companies involved in armaments manufacturing and fossil-fuel extraction from its liquid and fund portfolios. The foundation participates in the Ethos Engagement Pool Switzerland and International for active-ownership dialogue, and has signed the Net Zero Investment Framework via the Institutional Investors Group on Climate Change. These screens function as binding constraints, not aspirational targets. ### What role does microfinance play in the portfolio? Prosperita maintains a dedicated microfinance allocation within its alternative investments sleeve. The foundation has not disclosed specific microfinance fund relationships or deployment figures. The allocation aligns with the ethical charter, though no geographic or manager-level detail is publicly available. ### How is Prosperita connected to the broader Swiss Christian business community? The foundation is a member of profialliance, a network promoting biblical-Christian values in business, and the Vereinigung Christliche Geschäftsleute Schweiz. Through the Arbeitskreis Kirchlicher Investoren it coordinates with church-affiliated institutional investors, and both Peter Augsburger and Joel Blunier have professional roots in Swiss Christian-ethical networks. ### Does Prosperita co-invest alongside other Swiss pension funds? No public evidence confirms co-investment activity with peer Swiss schemes. Prosperita’s self-administered direct-property strategy and its membership in Inter-Pension — an interest group for autonomous collective institutions — suggest it operates with independent governance. Its real estate acquisitions do not appear to involve co-investor partners. ## Related profiles - [Touchstone Innovations](https://altss.com/profile/touchstone-innovations) - [China Merchants China Direct Investments](https://altss.com/profile/china-merchants-china-direct-investments) --- Last updated: 2026-07-09T00:11:10.955Z Canonical page: https://altss.com/profile/prosperita-stiftung-fur-die-berufliche-vorsorge Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology