Pension Fund

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Symova

Symova operates as a collective foundation under Swiss law, serving medium and large companies predominantly in the transport and tourism sectors.

Symova logo

Symova

Symova operates as a collective foundation under Swiss law, serving medium and large companies predominantly in the transport and tourism sectors. The foundation allows affiliated employers — including the Andermatt Swiss Alps Group — to outsource their occupational pension obligations while gaining exposure to a professionally managed institutional portfolio. Marco Cambi has served on both the Foundation Board and Investment Committee since 2018. The portfolio spans at least three asset classes. A direct Swiss real estate portfolio holds mixed-use properties. The foundation also allocates to global infrastructure and private debt. The governance model places investment authority with an investment committee, chaired by Joe Bättig, who also holds leadership roles at Zurich Investment Foundation and Vita Collective Foundation. Symova participates in several investor networks that signal its stewardship posture. The foundation is a member of the Ethos Engagement Pool for shareholder dialogue with Swiss listed companies, the Institutional Investors Group on Climate Change, and the Alliance Climatique Suisse. It is also a signatory to the UNEP Finance Initiative's Global Investor Statement on the Climate Crisis. These memberships frame an engagement and climate-governance approach consistent with broader Swiss institutional practice. The fund's structural differentiator is its sector-specific collective foundation model. Rather than maintaining individual pension schemes, member companies pool assets into a shared vehicle managed under a single investment policy. This architecture gives transport and tourism firms — industries with high labor intensity and cyclical cash flows — a durable pension solution with access to private markets allocations that would be difficult to source independently.

General information

Firm type

Pension Fund

Location

Region

Europe

Country

Switzerland

City

Bern

Corporate office

Bern, Switzerland

Principals

Joe Bättig

President of the Investment Committee

Marco Cambi

Member of the Foundation Board and Investment Committee

Sector focus

Real EstateInfrastructurePrivate Debt

Frequently asked questions

How is Symova structured and who does it serve?

Symova is a Swiss collective foundation, a legal structure that allows multiple unrelated employers to pool their occupational pension assets in a single professionally managed fund. It primarily serves medium and large companies in the transport and tourism sectors, though it is open to other industries. Affiliated employers include the Andermatt Swiss Alps Group.

Who chairs the investment committee and what is their broader role?

Joe Bättig serves as President of the Investment Committee at Symova. He also holds leadership positions at Zurich Investment Foundation and Vita Collective Foundation. Marco Cambi has been a member of both the Foundation Board and Investment Committee since 2018.

What asset classes does Symova invest in?

The foundation allocates to Swiss real estate through a direct mixed-use property portfolio, global infrastructure, and private debt. The precise allocation weights are not publicly disclosed. The investment approach operates within the regulatory constraints set by Swiss federal pension law.

Is Symova a signatory to any climate or stewardship initiatives?

Yes. Symova is a member of the Institutional Investors Group on Climate Change, the Ethos Engagement Pool for Swiss listed-company shareholder dialogue, and the Alliance Climatique Suisse. It is also a signatory to the UNEP Finance Initiative's Global Investor Statement on the Climate Crisis.

Does Symova manage assets for individual retail investors?

No. Symova exclusively manages occupational pension assets for affiliated employers under the Swiss second-pillar system. Individual plan participants are employees of member companies, not direct clients of the foundation.

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