Helvetia Investment Foundation plans to launch the new lnfrastructure Equity Global Evergreen investment group in the fourth quarter of 2025 with Mercer as the investment manager. This will create a new tailored investment opportunity for Swiss pension funds.
The Helvetia Investment Foundation is expanding its range of investment solutions with the launch of the lnfrastructure Equity Global Evergreen investment group, which is tailored to the specific needs of Swiss pension funds. The new investment group gives pension funds easy access to attractive globally diversified infrastructure investments so that they can benefit from the increasing opportunities in high-return, sustainable infrastructure investments around the world. The launch of the investment group is planned for the fourth quarter of 2025 and represents a major step Forward in the Helvetia Investment Foundation’s commitment to offering innovative investment solutions tailored to the changing needs of its customers.
“The launch of the infrastructure investment group is an important step towards our aim of better supporting Swiss pension funds in achieving their long-term investment goals,” says Dr Dunja Schwander, Managing Director of the Helvetia Investment Foundation. “Our many years of experience combined with a global investment manager and the support of a strong infrastructure team in Switzerland will allow us to offer investment opportunities with a strong risk/return profile in core, core+ and value-add fields, making this an excellent addition to any OPO 2-compliant pension fund portfolio.”
lnfrastructure investments gaining in relevance
lnfrastructure has become an important asset dass for institutional investors, and for pension funds in particular, offering stable cash flows, protection against inflation, and diversification benefits. Recent studies have also confirmed that global infrastructure investment will see a significant increase in the coming years, driven by ageing infrastructure and strong long-term trends such as digitalisation, urbanisation, climate change and the shift to a more sustainable society. As a result, there will be a need for substantial investment in new and existing infrastructure, to the tune of around USD 3.7 trillion per year.
Mercer will serve as the investment manager for Helvetia Investment Foundation’s infrastructure investments, leveraging over two decades of experience in this asset class. Supported by a market-leading team of private market professionals, along with a dedicated Swiss private markets hub, Mercer is well-equipped to help provide investors with access to a range of opportunities in primary, secondary, and co-investments.
“Infrastructure investments are crucial for fostering economic growth and enhancing societal resilience. Together, we are committed to unlocking the potential of infrastructure investments, ensuring our clients can navigate the complexities of today’s market while capitalizing on attractive growth opportunities,” says Julia Schiffer, Partner and Head of Infrastructure Europe at Mercer. “We are pleased to collaborate with Helvetia Investment Foundation in creating a solution that provides investors access to this lost-evolving and important asset class,” adds Tobias Wolf, Partner and Head of Investments at Mercer Switzerland.
The investment group’s evergreen structure offers pension funds the flexibility to meet their cash flow needs. It also strives to maintain a portfolio that is well diversified across different regions, investment strategies and sectors, including digital infrastructure, transport, energy transition and social infrastructure. Broadly diversified infrastructure investments have little correlation with other asset classes, helping to reduce the overall risk.
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