Nest Collective Foundation

What Nest Collective Foundation does

Nest Collective Foundation (legal name: Nest Sammelstiftung; French: Nest Fondation collective) is a Swiss collective pension foundation founded in 1983, operating under the federal BVG/OPP3 occupational pension framework. It was the first ecologically and ethically oriented pension fund in Switzerland and serves approximately 4,400 affiliated businesses and over 34,000 insured persons, managing roughly CHF 4.5 billion in pension assets across German- and French-speaking regions from offices in Zürich (Molkenstrasse 21) and Geneva (10, rue de Berne). The foundation invests all entrusted capital according to explicit ecological and ethical criteria, with stated exclusions including weapons, and has committed to a net-zero target for its direct real estate operations by 2040.

Its core offering is occupational pension fund management rather than a modular software platform: Nest pools employer and employee contributions, applies its sustainable investment policy, credits returns (4.5% on retirement assets in 2024), and administers retirement, disability, and survivor benefits. Operational infrastructure consists of a bilingual (DE/FR) website, a secure customer portal (connect.nest-info.ch) for affiliated companies and insured persons, and risk/prevention services delivered through partner PKRück and the RiskTracker webinar series. Sustainable-investment analytics draw on Inrate, the independent sustainability rating agency co-founded with Infras in 2001, which defines Nest's investable universe.

Nest is structured as a Swiss nonprofit foundation (Stiftung) with no shareholders, governed by a Foundation Council representing employers and employees. Revenue is not publicly disclosed; operations are funded through BVG pension contributions and asset-based fees within the regulatory framework. Go-to-market combines direct employer sales via website quote requests and phone (German and French), thought-leadership content (annual and sustainability reports, Notabene client magazine, newsletters), event engagement (RiskTracker webinars, retirement-preparation seminars at Volkshaus Zürich and Hotel Mirabeau Lausanne, annual Delegiertenversammlung), and channel partnerships including ServiceHunter AG's quitt Business HR-administration platform. The 2025-2026 executive management refresh added a dedicated Head of Business Development, signaling active sales expansion.

Name

Nest Collective Foundation

Legal name

Nest Sammelstiftung

Website

https://www.nest-info.ch/home/

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

11–50 employees

Short description

Nest Sammelstiftung is Switzerland's first ecological-ethical pension fund, founded in 1983. Operating under the BVG framework, it manages approximately CHF 4.5 billion in pension assets for around 4,400 affiliated businesses and over 34,000 insured persons across German- and French-speaking Switzerland.

Ownership category

akta.pro rank

Product category

Occupational Pension Fund Management

NAICS

Pension Funds (525110), Insurance and Employee Benefit Funds (5251), Health and Welfare Funds (525120)

SIC

Life Insurance (6311)

akta.pro industry

PRIMARYFSAAAGAB

Pension Master Trusts, Superannuation & Provident Funds

Financial & Insurance/Asset & Wealth Management/Asset Management — Institutional (Pensions, Endowments, Sovereign)

SECONDARYFSAAAGAA

Corporate & Public Pension Funds (DB/DC Sponsors)

Financial & Insurance/Asset & Wealth Management/Asset Management — Institutional (Pensions, Endowments, Sovereign)

SECONDARYBPAIAKAA

Pensions & Retirement Benefits Administration

Business & Public Services/Public Sector & Government Administration/Social Security, Benefits & Welfare Administration

SECONDARYFSAEABAE

Employer Retirement Plan Advisory (401(k)/Pension)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

Keywords

• Occupational pension fund
• Sustainable pension management
• Ecological pension services
• BVG pension solutions
• Ethical investment funds

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Pension Fund Management: Nest operates as a collective foundation (Sammelstiftung) under Swiss pension law (BVG/OPP3). Employers affiliate their businesses and employees to the fund. Nest invests pension assets according to ecological and ethical criteria and credits returns (4.5% in 2024) to insured persons' retirement accounts.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Nest Sammelstiftung operates a collective occupational pension fund under Swiss BVG/OPP3 law, enabling employers to affiliate their businesses and employees. The foundation invests entrusted pension capital according to strict ecological and ethical criteria, credits returns (4.5% in 2024) to insured persons' retirement accounts, and provides prevention, case management, and retirement preparation services across German- and French-speaking Switzerland.

Product overview

Nest Sammelstiftung is Switzerland's first ecological and ethical pension fund, founded in 1983. The organization operates as a collective foundation offering a unified occupational pension (BVG/第二支柱) service rather than a modular software platform. Its core offering encompasses pension fund management, sustainable investment administration, and prevention services for approximately 4,400 affiliated companies and over 34,000 insured persons. The service integrates retirement planning, risk management, and health prevention components as part of its comprehensive pension offering.

Differentiator

Problem solved

Functional benefit

Products and services

• Nest Occupational Pension Fund (BVG)
• Prevention and Absence Management Services
• Pension Plan for Self-Employed Professionals

Quantifiable outcome

• 4.5% interest credited on retirement assets in 2024
• +1 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and minor.

• InratecoreTechnology or Integration · 1 January 2001Inrate is the leading independent sustainability rating agency in Switzerland, created jointly by Nest and Infras in 2001. The company evaluates the ecological and social sustainability of companies, institutions, and countries worldwide. Their ratings define investment universes that serve as the basis for constructing sustainable portfolios.
• PKRückcoreStrategic or Co-development PartnerPKRück provides innovative insurance solutions for covering disability and death risks. They are UNPRI (UN Principles for Responsible Investment) signatories and systematically integrate ESG (Environmental, Social and Governance) approaches into their investment strategy. PKRück offers prevention seminars for Nest-insured companies.
• Banque Alternative Suisse (BAS)coreStrategic or Co-development PartnerBAS is Switzerland's largest social and ecological bank, founded in 1990. It manages CHF 2.785 billion in assets and has over 44,248 clients. The bank focuses on long-term investments in social and ecological projects, with at least 80% of financing having positive social and environmental impact. BAS is a founding member of the Global Alliance for Banking on Values (GABV).
• SENS (Social Entrepreneurship Suisse)minorGTM or Marketing PartnerNest is a member of SENS, Switzerland's national platform representing and promoting Swiss companies with positive social impact models. Nest participated in the Züri Award in the 'Social Entrepreneurship' category as part of this partnership.
• ServiceHunter AG (quitt Business)minorChannel Partner/ Reseller/ DistributorNest was selected as a partner for the 'quitt Business' online service launched by ServiceHunter AG. This service handles complete HR administration for companies including employment contracts, salary payments, insurance, and pension fund management.
• ContigentminorImplementation/ SI/ Consulting PartnerContigent provides consulting services for Nest's RiskTracker webinar series. Marisa Duss from Contigent facilitates Q&A sessions after webinars and provides practical guidance on absence management topics.
• Hochschule Luzern – Soziale ArbeitminorStrategic or Co-development PartnerHochschule Luzern delivers occupational health management seminars in collaboration with and on mandate from PKRück. These seminars are offered free of charge to companies whose pension fund participates in PKRück's prevention program and to Nest insured persons.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Bâloise Group: Swiss insurance and pension group offering BVG occupational pension solutions to corporate clients across Switzerland, serving the same employer customer base as Nest with a broader product portfolio.
• AXA Switzerland: Major Swiss insurance incumbent offering occupational pension (BVG) solutions to corporate clients, competing with Nest in the broader employer pension market rather than the ESG niche.
• Zurich Insurance Switzerland: Major Swiss insurance and pension provider offering BVG occupational pension products to Swiss employers, competing with Nest at the broad employer-pension level rather than the sustainable-investment niche.
• Swiss Life: Switzerland's largest life insurance and pension provider with broad full-service BVG offerings; while not specialized in ESG, it competes for the same employer pension mandates as Nest.
• Helvetia Insurance: Swiss insurance incumbent with occupational pension offerings under BVG, competing for employer mandates across Switzerland with a full-service rather than ESG-focused proposition.

Others

• Banque Alternative Suisse: Switzerland's largest social and ecological bank (CHF 2.785B AUM) and a core Nest partner sharing the eco-ethical mandate; adjacent rather than directly competitive, but highly relevant as a strategic ally and ecosystem comparator in sustainable Swiss finance.

Direct peers

• PKE Vorsorgestiftung Energie: Swiss occupational pension foundation focused on the energy sector with strong sustainability orientation, operating a similar Sammelstiftung model serving affiliated employers under BVG.
• CoOpera Sammelstiftung PUK: Swiss collective pension foundation operating with a Sammelstiftung structure comparable to Nest, pooling pension assets across multiple affiliated employers under the BVG framework.
• Profond Vorsorgestiftung: Large Swiss Sammelstiftung serving multiple industries through affiliated employers, with comparable collective foundation structure and a similarly multi-employer business model under BVG.
• Pensionskasse Abendrot: Swiss sustainable/ethical collective pension foundation with overlapping eco-ethical investment mandate and comparable Sammelstiftung structure, making it the closest functional competitor in the niche Nest pioneered.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInch.linkedin.com/company/nest-sammelstiftung1

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments6 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Nest Collective Foundation