Inrate AG

Pension Funds

The Federal Act on Occupational Retirement, Survivors' and Disability Pensions (BVG) and the Ordinance on Occupational Retirement, Survivors' and Disability Pensions (BVV2) do not contain any explicit regulation to take sustainability criteria into account in the investment process. However, Art. 50 of BVV2 requires, among other things, that the pension funds select their assets carefully. This means that at least material sustainability issues should be taken into account in the investment process.

Some public pension funds take sustainability criteria into account for political reasons. Corporate pension funds take sustainability into account for risk considerations, or because the company is committed to the principles of sustainable development.

Our analyses show the sustainability profile of a pension fund or its portfolio. ESG reporting enables periodic reporting to the Board of Trustees, the Investment Commission and, if applicable, to the beneficiaries.

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