Swiss Life Investment Foundation

Swiss Life Investment Foundation

Swiss Life Investment Foundation pools capital from third-party Swiss pension clients, providing an institutional gateway to direct property and infrastructure assets. Sponsored by Swiss Life Ltd, the foundation operates under the regulatory umbrella of Swiss investment-foundation law, with governance separated from the parent company through an independent Board of Trustees chaired by Hermann Inglin. The foundation pursues a yield-oriented strategy anchored in Core and Core+ real estate, diversified across residential, commercial, and retirement/healthcare segments. The portfolio includes the Kyoto Building (Green Village) in Grand-Saconnex and a senior center in Lugano. The vehicle targets regular distributions from operating businesses, consistent with the income requirements of pension-fund limited partners. Geographic concentration remains entirely domestic Swiss, reflecting the regulatory and fiduciary preferences of the investor base. Governance shifted in 2024, when Hermann Inglin assumed the presidency of the Board of Trustees, while Stephan Thaler continues as Managing Director. The foundation is a member of KGAST, the Conference of Managers of Investment Foundations, and adheres to its quality guidelines — a signal of alignment with Swiss institutional standards. The board also includes Christian Brunner. Swiss Life Investment Foundation is distinct from a traditional asset manager: it functions as a dedicated, tax-transparent collective-investment vehicle exclusively for Swiss occupational pension schemes. This legal structure restricts the investor base to regulated Swiss pension funds, creating a closed ecosystem that aligns the foundation's product design tightly with the yield, distribution, and regulatory needs of that constituency.