Attachments

FUTURA's sustainable investment strategies

FUTURA builds on a sustainable investment strategy. In doing so, we focus on the security of the affiliated companies.

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Principles

Achieving the best possible return with the greatest possible security. On the basis of clear guidelines and principles.

Investment organization: The guidelines and principles are in our investment regulations are laid down. The Board of Trustees has one one investment committee for real estate and securities was set up. The real estate are by the FUTURA itself administered and the securities are by various financial institutions institutions.

Ongoing Review: The financial market is volatile and fast-moving. Both the management and and the Board of Trustees review continuously the latest developments and weigh weigh up whether the division of the asset categories adjusted be must be made.

Asset and liability management study (ALM): We conduct periodically an ALM study study, to the investment strategy with the obligations as a pension fund obligations as a pension fund. Investment risks and -opportunities are examined and evaluated.

Strategy

Long-term investment strategy with optimal combination of diversification, hedging and return.

Asset allocation

The asset situation is managed in such a way that a return in line with the market can be achieved within the scope of the risk capacity and the long-term nominal fulfillment of the pension obligations can be achieved. The majority of assets are invested in investment foundations. This achieves optimum diversification. Indirect investment also reduces costs and taxes. The company's own real estate is an important pillar.

Bandwidth

Investment category
Tactical bandwidths
Minimum
Strategy
Maximum
Total liquidity
0%
1%
7%
Mortgages CHF (collective)
5%
Bonds CHF
21%
Bonds FW Corporate bonds (hedged)
4%
Inflation, convertible, option & high yield bonds
0%
Bonds Total
22%
30%
44%
Shares Switzerland
10%
Equities Switzerland Small & Mid Cap
2%
Shares World
8%
World equities (hedged)
7%
Equities World Small Cap (hedged)
4%
Emerging markets equities
4%
Total shares
25%
35%
45%
Real Estate Switzerland (direct investments)
14%
Real Estate Switzerland (indirect investments)
6%
Real Estate World (indirect investments / hedged)
3%
Total real estate
15%
23%
30%
Infrastructure investments Switzerland / World (hedged)
4%
Infrastructure assets world
6%
Infrastructure Total
5%
10%
15%
Alternative investments & tactical market opportunities
0%
Microfinance
1%
Alternative investments Total
0%
1%
5%
Investments Total
100%
Foreign currency ratio
10%
18%
24%

Exercise of voting rights

FUTURA consistently exercises its voting rights for the shares it holds. The accountability report is published in the sustainability report.

Performance

The FUTURA relies on security and uses situationally the given bandwidths from, to the best possible result to to achieve the best possible result.

The overall performance consists of of the securities and the real estate performance. The real estate are an important cornerstone, which the other financial investments optimally financial investments.

For a sustainable future.

Sustainability

For sustainable pension solutions.

 

FUTURA has been taking sustainability criteria into account in its investments for many years.

 

sustainability at futura

team

Your Contact person

Our expert is gladly for you there for you. Do not hesitate not, us to contact us.

thomas-voegeli-1024px

Thomas Vögeli

Head of Investments

056 462 30 22

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