Liberty News – LibertyGreen: the first sustainable pillar 3a and the lowest fees on the Swiss market

LibertyGreen focuses on direct investments in individual securities, which improves transparency and enables it to offer the lowest fees.

Liberty has taken the next step in retirement benefits. On 1 September, Liberty Group launched LibertyGreen, a new pillar 3a product focused on investing in sustainable and transparent individual securities on the Swiss pension market rather than funds. This sustainable pension product relies exclusively on digital and mobile technology. LibertyGreen thus responds to the demand for simplified and fully digitised account administration.

Liberty is an independent pension platform that is not tied to any single provider of financial products. It is therefore free to invest independently in carefully selected securities based on ESG criteria. In assessing sustainability, LibertyGreen relies on studies by MSCI ESG Research, the world’s foremost provider of ratings and reporting in the Environmental, Social and Governance field.

Sustainable investment strategies and the lowest fees on the Swiss market.

In addition to sustainable investments and transparent reporting, LibertyGreen offers six different investment strategies with an individual choice of risk level. The risk level determines the equity content in the portfolio and the impact of one’s own retirement savings on the environment and society.

Depending on investment strategy, the low all-in fees vary between 0.00 and 0.38%. Investing in individual securities avoids expensive foundation fees and allows accountholders to participate from the first franc. Full digitisation also contributes to lower costs. An own app (iOS and Android) enables clients to open their accounts online, monitor their assets, and calculate the sustainability impact of each individual investment. A specialised chat function and a blog complete the information and communication features of the website.

For more information and access to the fully digitised and paperless opening process, visit libertygreen.ch/en