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Vita Joint Foundation
Vita Joint Foundation was established in 2004 by Zurich. It functions as a joint foundation providing occupational retirement provision for Swiss companies.
Vita Joint Foundation
Vita Joint Foundation was established in 2004 by Zurich. It functions as a joint foundation providing occupational retirement provision for Swiss companies. The foundation allocates 3.82 percent of assets to private equity with a 3 percent target. Confirmed positions include commitments to CapVis III, IV and V as well as Zurich Investment Foundation vehicles in private equity and infrastructure. Direct real-estate holdings comprise Rosenau Bazenheid, Residenza St. Joseph and St. Gallen Multi-generation Project, all located in Switzerland. Additional exposure spans global green bonds and listed equities including NVDA, AAPL and MSFT. Assets total 22.9 billion USD. The foundation maintains a 100 percent ownership stake in SST Vita Dienstleistungs AG. Service providers include Ativa Pensionskassen Management AG for executive management since 2017 and Zurich Invest Ltd for investment advisory since 2003. In April 2024 the foundation sponsored the Best of Swiss Web Awards. The foundation operates with insurance risks reinsured by Zurich Life Insurance Company Ltd, creating a structural separation between asset management and biometric risk coverage that is distinct among Swiss pension vehicles.
General information
Firm type
Pension Fund
Year founded
2004
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Hagenholzstrasse 60, P.O. Box, 8085 Zurich
Sector focus
Frequently asked questions
Who runs investment decisions at Vita Joint Foundation?
Investment decisions draw on advisory input from Dr. Thorsten Hens of the University of Zurich. Zurich Invest Ltd has served as investment advisor since 2003.
Does Vita Joint Foundation participate in fund commitments or only direct deals?
The foundation holds limited-partner positions in CapVis funds and Zurich Investment Foundation private-equity and infrastructure vehicles. It also owns direct real-estate assets in Switzerland.
What is Vita Joint Foundation's known posture on co-investments alongside external GPs?
No co-investment activity is disclosed in current records.
Where does the underlying wealth come from?
Assets derive from occupational pension contributions of more than 20,000 Swiss companies covering 120,000 insured individuals.
How is Vita Joint Foundation related to Zurich Insurance Group?
Zurich Insurance Group established the foundation in 2004 and remains its primary strategic partner for insurance and investment services.
Does Vita Joint Foundation maintain philanthropic structures, and how are they separated?
No philanthropic structures are disclosed.
What investment stages does Vita Joint Foundation typically target?
The foundation targets buyout and natural-resources strategies through its private-equity and infrastructure allocations.
Profile maintained by Altss 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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