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Investment organisation

Board of Trustees
The Board of Trustees is the highest body of the Substitute Occupational Benefit Institution and defines the investment regulations and investment strategy, taking account of asset liability management. It appoints the investment committee.

Investment committee
The investment committee is selected with equal representation and comprises at least four trustees. The director, the investment unit and, if required, the investment controller and external consultants also attend the meetings in an advisory role.
The investment committee implements the investment strategy and monitors the trend in the investments. It selects asset managers, the deposit bank, information providers and other experts and awards them the corresponding mandates. The investment committee also decides on applications by the investment unit or external specialist advisers.

Investment business unit
The investment business unit is responsible for the operational implementation of the investment strategy and the decisions taken by the investment committee. In addition it is responsible for decision-making preparation and investment recommendations for the investment committee.

Fund management
The majority of the securities are managed via a private label fund solution. The fund manager performs tasks in accordance with the Federal Act on the collective capital investment and in particular monitors compliance with the fund regulations and investment guidelines.

Global custodian
As the central deposit point, the global custodian stores all the securities and acts as the deposit bank for the private label funds. It reports regularly on the asset values and prepares the performance reporting and securities accounting.

Investment controller
The investment controller assesses the performance of the investments by external asset managers and of the total assets. He ensures that the responsible bodies can perform their statutory supervisory role efficiently and competently.


Performance

Perf. %

 Cover %*

FZK

   2.53

   106.86

LOB

   4.36

   112.86

ALV

   3.96

   185.37

Total

   2.91

   110.29

Status 31.05.2019 (YTD)

*Estimated Cover


More information

> Investment regulations

Contact







Stiftung
Auffangeinrichtung BVG
Postfach
8050 Zürich

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