Prisma Fondation

What Prisma Fondation does

Prisma Fondation (PRISMA Fondation d'investissement) is a Swiss non-profit investment foundation established in 2000 by second-pillar occupational pension institutions and headquartered in Morges, Switzerland. It manages CHF 787 million in assets across 15 distinct investment groups on behalf of 46 investor-member pension funds (caisses de pension), with products spanning equities, fixed income, alternatives, and direct real estate. The foundation operates an open-architecture model in which all investment management is delegated to specialist external asset managers, including OLZ AG (minimum variance), Lazard (convertibles and systematic small caps), Schroders (emerging markets), Janus Henderson (global residential real estate), Hermes GPE (private equity co-investment), Rothschild & Co (SHARP), Fundo SA (AI-driven BEYONDER), Procimmo and GEFISWISS (direct real estate), Decalia, Ellipsis, and Banca del Ceresio.

PRISMA generates revenue through Total Expense Ratio (TER) fees on assets under management, with disclosed rates ranging from 0.42% to 1.86% depending on product and share class. As a non-profit, any surplus is reinvested into the organization rather than distributed, which underpins a competitive cost structure for members. Distribution and administration are handled exclusively by Key Investment Services (KIS) AG, a FINMA-regulated entity also based in Morges. The foundation's strategy relies on quantitative and AI-driven approaches for several products—most notably the CORTEX algorithm that monitors 400 daily alternative allocations across 10 asset classes—and ESG integration across the equity book. Geographically, members are exclusively Swiss, but underlying investments span global equities, German industrial real estate (PRISMA Redbrix), and Swiss residential property (PRISMA Previous). Leadership transitioned in December 2025 with Robert Seiler appointed as Director and Gauthier Wuthrich as Deputy Director.

Name

Prisma Fondation

Legal name

PRISMA Fondation d'investissement

Website

https://prisma-fondation.ch

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

Prisma Fondation is a Swiss non-profit investment foundation managing CHF 787 million across 15 investment groups for 46 Swiss occupational pension fund members, using an open-architecture model with delegated external asset managers including AI-driven and ESG-focused strategies.

Ownership category

akta.pro rank

Product category

Institutional Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259), Pension Funds (525110)

SIC

Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ), GP-led Continuation Funds (Single-Asset & Multi-Asset) (FSANAFAB)

Keywords

• Pension fund management
• Asset management services
• Investment foundation
• Portfolio diversification strategies
• Institutional investment products

Headquarters

HQ city

Morges

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees (TER): PRISMA generates revenue through Total Expense Ratio (TER) fees charged on assets under management across its 15 investment groups. Fees vary by product, ranging from 0.42% to 1.86% depending on the investment strategy and share class. As a non-profit foundation, any surplus is reinvested into the organization.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Prisma Fondation is a non-profit Swiss investment foundation that manages 15 diversified investment groups (groupes de placements) for Swiss pension funds, covering equities, bonds, alternatives, and real estate. The foundation operates an open architecture model, delegating portfolio management to specialized external asset managers while providing AI-driven and quantitative investment strategies to its 46 member-investor pension institutions.

Product overview

PRISMA Fondation is a non-profit Swiss investment foundation created in 2000 offering 15 distinct investment groups (groupes de placements) managed by external delegated managers. The product portfolio spans four main categories: (1) Equity strategies including minimum variance (PRISMA ESG SPI Efficient), global residential REITs (PRISMA Global Residential Real Estate), thematic sustainability (PRISMA ESG Sustainable SOCIETY), emerging markets (PRISMA ESG Global Emerging Markets Equities), and systematic European small caps; (2) Bond strategies including global convertibles (PRISMA ESG World Convertible Bonds), global high yield with tail hedge (PRISMA Global High Yield), and investment-grade global bonds (PRISMA Global Bonds); (3) Alternative strategies including private equity co-investments (PRISMA ESG Private Equity Co-Invest 1 & 2), multi-manager hedge funds (PRISMA Alternative Multi-Manager), momentum-based dynamic allocation (PRISMA SHARP), and AI-powered multi-asset (PRISMA BEYOND); and (4) Direct real estate including Swiss residential (PRISMA Previous Responsible Residential Real Estate) and German industrial (PRISMA Redbrix Real Estate). External managers include OLZ AG, Lazard, Schroders, Janus Henderson, Hermes GPE, Fundo SA, Decalia, Ellipsis, Procimmo, GEFISWISS, Rothschild & Co, and Banca del Ceresio.

Differentiator

Problem solved

Functional benefit

Brands

• PRISMA ESG SPI® Efficient: Minimum variance equity strategy on the Swiss market launched in 2010
• PRISMA Global Residential Real Estate
• PRISMA ESG Sustainable SOCIETY
• PRISMA ESG Global Emerging Markets Equities
• PRISMA Systematic European Small Caps
• PRISMA ESG World Convertible Bonds
• PRISMA Global High Yield
• PRISMA Global Bonds
• PRISMA ESG Private Equity Co-Invest 1
• PRISMA ESG Private Equity Co-Invest 2
• PRISMA Alternative Multi-Manager
• PRISMA SHARP
• PRISMA BEYONDER
• PRISMA Previous Responsible Residential Real Estate
• PRISMA Redbrix Real Estate

Products and services

• PRISMA ESG SPI Efficient Minimum variance equity strategy on the Swiss market offering solid outperformance with lower risk than the SPI index through systematic optimization of risk parameters (volatility, correlations). For Swiss pension funds.
• PRISMA Global Residential Real Estate Global residential real estate equity strategy targeting direct yields superior to global equities and investment-grade bonds with minimum 80% residential exposure (apartments, senior residences, student housing).
• PRISMA ESG Sustainable SOCIETY Thematic equity strategy investing in seven societal themes (Security, O2 & Ecology, Cloud & Digital, Industrial 5.0, Elder & Well-being, Tech Med, Young Generation) with integrated ESG analysis.
• PRISMA ESG Global Emerging Markets Equities Emerging markets equity strategy capturing growth through demographics, China/post-globalization, and sustainability themes using systematic multi-criteria geographic allocation and high-conviction stock selection.
• PRISMA Systematic European Small Caps Quantitative European small cap equity strategy on Lazard Advantage institutional platform with low tracking error and high information ratios, investing in bottom 14% by free-float market cap.
• PRISMA ESG World Convertible Bonds Global convertible bond strategy offering flexibility on delta, credit risk, currency hedging, and duration to outperform the FTSE Global Focus Convertible Bond Index.
• PRISMA Global High Yield Global high yield bond strategy with CHF hedging and integrated Tail Hedge coverage to reduce liquidity shock impacts. Excludes emerging markets and CMBS, limits issuers to 2%.
• PRISMA Global Bonds Global investment-grade bond strategy with minimum 80% CHF hedging using Global Macro-style opportunity identification across G10 interest rate curves.
• PRISMA ESG Private Equity Co-Invest 1 Private equity co-investment access to Hermes GPE's PEC V fund (now closed) offering exposure to world's largest co-investment platform with approximately USD 1 trillion AUM and 300+ PE funds.
• PRISMA ESG Private Equity Co-Invest 2 Private equity co-investment access to Hermes GPE's PEC VI fund providing exclusive access to world's largest co-investment platform with USD 1+ trillion AUM and 300+ PE funds.
• PRISMA Alternative Multi-Manager Alternative strategy providing absolute returns decoupled from traditional financial markets through allocation to Global Macro Funds and Long/Short Equity Funds with 80% currency hedging.
• PRISMA SHARP Dynamic multi-asset strategy targeting to outperform traditional 50/50 portfolio through systematic allocation to diverse risk premia and adaptive market risk management using momentum indicators.
• PRISMA BEYONDER AI-powered dynamic multi-asset strategy using CORTEX algorithm to allocate across 10 liquid asset classes. Combines 40% fixed diversification with 60% AI-managed tactical allocation.
• PRISMA Previous Responsible Residential Real Estate Swiss residential real estate group offering intergenerational housing mix with minimum 20% senior-adaptable units. Invests exclusively in new or heavily renovated Minergie and SNBS certified properties.
• PRISMA Redbrix Real Estate Alternative real estate group investing in industrial and commercial modular construction in Germany. Innovative Streetbox concept provides flexible, expandable commercial spaces for SMEs.

Quantifiable outcome

• CHF 787 million fortune sous gestion (assets under management)
• +4 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature3 records

Partnerships

14 partnerships are on record, tiered core and key.

• Key Investment Services (KIS) AGcoreImplementation/ SI/ Consulting PartnerKIS AG serves as the exclusive distributor and operational manager of PRISMA. Headquartered in Morges, KIS is FINMA-regulated and specializes in serving institutional investors including Swiss pension funds. Robert Seiler (CEO) and Gauthier Wuthrich (Deputy CEO) lead operations.
• GEFISWISS SAcoreTechnology or IntegrationAsset manager specializing in sustainable finance and non-listed investments. Manages PRISMA Previous Responsible Residential Real Estate since 2015. Based in Lausanne, GEFISWISS is a reference actor in sustainable finance and founding member of SEED (Swiss Association for Sustainable Districts).
• Procimmo SAcoreTechnology or IntegrationFINMA-licensed manager of collective real estate capital investments. Manages PRISMA Redbrix Real Estate since 2017. Manages approximately CHF 4.3 billion in real estate assets across five investment funds. Over 60 employees across Renens (HQ), Zurich, and Geneva.
• Rothschild & CocoreTechnology or IntegrationFamily-controlled international independent financial services group active for over 200 years. Manages PRISMA SHARP strategy since September 2015. Headquartered in Paris with offices in over 50 countries and 3,600 employees.
• Fundo SAcoreTechnology or IntegrationFounded 2002, specializes in understanding and managing equity risk for institutional portfolios. Manages PRISMA BEYONDER since July 2025 using proprietary CORTEX AI algorithm. FINMA-regulated since 2012 as Swiss collective investment scheme manager.
• Hermes GPEcoreTechnology or IntegrationLong-standing Private Equity investor managing USD 7.8 billion across managed accounts, co-investment funds, and sidecars. Manages PRISMA ESG Private Equity Co-Invest 1 (since 2021) and Co-Invest 2 (since February 2025). Operates exclusive club of institutional investors representing over USD 1 trillion in assets.
• Janus Henderson Global Investors LimitedcoreTechnology or IntegrationGlobal asset manager listed on NYSE and ASX with USD 419 billion AUM. Manages PRISMA Global Residential Real Estate strategy since November 2020. UN PRI signatory since 2006. 2,000+ employees in 27 countries.
• Lazard Asset Management LLCcoreTechnology or IntegrationFounded 1848, Lazard is a global financial advisory and asset management firm. Manages PRISMA ESG World Convertible Bonds since May 2017 and PRISMA Systematic European Small Caps since June 2026. UN PRI signatory with 400+ investment professionals in 20+ countries.
• OLZ AGcoreTechnology or IntegrationSwiss asset manager founded 2001 specializing in risk-based strategies. Manages PRISMA ESG SPI Efficient since December 2010 using minimum variance approach. Manages over CHF 3 billion in assets with offices in Bern, Zurich, and Lausanne plus subsidiaries in Liechtenstein and Hong Kong.
• SchroderscoreTechnology or IntegrationUK-listed asset manager founded 1804 with CHF 642 billion AUM. Manages PRISMA ESG Global Emerging Markets Equities since April 2021. Has 45+ emerging market specialists with long-standing local presence globally.
• Ellipsis Asset ManagementcoreTechnology or IntegrationPart of Kepler Cheuvreux group since 2021 with 20+ years fund management experience. Manages PRISMA Global High Yield since May 2015. Specializes in convertible bonds, credit, and overlay strategies.
• Decalia SAcoreTechnology or IntegrationIndependent Swiss asset manager founded 2014 specializing in thematic investments. Manages PRISMA ESG Sustainable SOCIETY since July 2022 and PRISMA Global Bonds since April 2025. Manages CHF 5 billion AUM with institutional co-investment partnership with Hermes GPE.
• Banca del Ceresio SAcoreTechnology or IntegrationSwiss banking group specializing in wealth management for private and institutional clients. Based in Lugano, Milan, and London with 50+ years experience in alternative fund management. Manages PRISMA Alternative Multi-Manager since June 2023.
• GoldbeckkeyStrategic or Co-development PartnerEuropean construction leader founded 1969 with 11,300+ employees and EUR 6.4 billion annual revenue. Strategic partner for PRISMA Redbrix Real Estate construction projects in Germany (Niederwerrn, Essen, Offenbach, Bensheim sites). Specialized in modular industrial construction enabling 6-month delivery of Streetbox facilities.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Anlagestiftung Swiss Life: Anlagestiftung Swiss Life is a large Swiss investment foundation backed by Swiss Life, offering investment groups for Swiss pension funds. Same Swiss Anlagestiftung structure, same BVG/OPP2 customer base, and similar product categories (equities, bonds, real estate, alternatives).
• IST Fondation d'investissement: IST is one of the largest Swiss Anlagestiftungen, serving institutional pension investors with multiple investment groups. Directly comparable to PRISMA as a non-profit Swiss investment foundation providing pooled investment solutions to Swiss pension funds under the same BVG/OPP2 framework.
• Coninco Anlagestiftung: Coninco is a Swiss investment foundation providing pooled investment vehicles to Swiss pension funds. Same non-profit Anlagestiftung structure, same regulatory positioning under BVG/OPP2, and similar product breadth across asset classes.
• Abendrot Stiftung: Abendrot is a Basel-based Swiss pension foundation offering pooled investment vehicles to Swiss occupational pension schemes. Directly comparable to PRISMA as a non-profit pension-focused investment foundation operating under the BVG framework.
• Avadis Anlagestiftung: Avadis is a large Swiss Anlagestiftung providing investment solutions for pension funds. Same legal structure (Stiftung/Foundation), same Swiss 2nd pillar customer base, and same product breadth across asset classes.
• Helvetica Anlagestiftung: Helvetica Anlagestiftung is a Swiss investment foundation offering pooled investment products to Swiss occupational pension funds. Same regulatory framework and target customer base as PRISMA, with overlapping product categories including real estate.
• Tellco Anlagestiftung: Tellco is a Swiss investment foundation managing pooled assets for institutional pension investors. Directly comparable as a non-profit Swiss Anlagestiftung serving the same caisses de pension segment with multi-asset product offerings.
• PensExpert Anlagestiftung: PensExpert is a Swiss Anlagestiftung specializing in investment solutions for smaller and mid-sized pension funds. Directly comparable to PRISMA in target customer segment, non-profit foundation structure, and multi-manager investment group model.

Others

• Key Investment Services (KIS) AG: KIS AG is PRISMA's exclusive distributor and operational manager, also serving other Swiss institutional clients with FINMA-regulated services. Ecosystem participant with overlapping leadership and operational integration.
• Hermes GPE (Co-Invest Platform): Hermes GPE is both a key partner to PRISMA (managing PRISMA's PE Co-Invest 1 and 2 products) and an adjacent ecosystem participant. Comparable as a private equity co-investment platform operator serving institutional investors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/prisma-fondation

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Prisma Fondation