Publications

Risk Management Strategies

 lr.jpg  Lukas Riesen, CFA

 
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Understanding the Link between "Active Share" and Future Performance in Equity Portfolios

dl.jpg  Dr. Diego Liechti, Senior Consultant

 

Pension Fund Governance: Where do we go from here?

lr.jpg Lukas Riesen, CFA, Senior Consultant

pdf.pngPresentation European Pension Fund Investment Forum

 

Il futuro delle nostre pensioni

Fusetti_Alfredo_grau_klein.jpg Alfredo Fusetti, Senior Consultant

Trasmissione su Teleticino del 17.10.2012: ospiti in Studio Jenny Assi, Alfredo Fusetti, Dario Giudici e Marzio Zappa
 

Asset Manager Selection under Public Procurement Legislation

ok.jpg Oliver Kunkel, Senior Consultant

Why has the selection process and transparency become more important in the search of asset managers?
What is different in a public procurement process under EU Regulation than in a "normal" selection process?
How to deal with a very high number of candidates?
Our experiences with public tenders in the last 5 years

pdf.pngPresentation to the "International Fund Manager Selection", 26 September 2012

 

Pension Fund Risk Management

The Swiss Pensions System: Risk Management?
...Lessons Learned

Fusetti_Alfredo_grau_klein.jpg Alfredo Fusetti, Senior Consultant

Guest lecture at the Università La Sapienza in Roma (Risk Measurement and Control, Summer School 2012).
 

Switzerland: The safe haven trap

ab.jpg  Dr. Alfred Bühler, Partner                  lr.jpg  Lukas Riesen, CFA, Senior Consultant

Lukas Riesen and Alfred Bühler analyse the consequences for pension funds arising from the flight to ‘safe haven Switzerland’ and present possible solutions for dealing with this risk
 

Currency hedging: interview

 sks.jpg  Dr. Stephan Skaanes, CFA, Partner

 

"An Overview of the Swiss Pension System" - Role of Investment Consultants in Switzerland

 sks.jpg  Dr. Stephan Skaanes, CFA, Partner

 

Rebalancing the Portfolio

sks.jpg  Dr. Stephan Skaanes, CFA, Partner

 

Making Hiring and Firing Manager Decisions

 ok.jpg  Oliver Kunkel, Senior Consultant 

A consultant's perspective and how Investment Controlling can help avoid the pitfalls
 

Pricing investment risk

ab.jpg  Dr. Alfred Bühler, Partner                  lr.jpg  Lukas Riesen , CFA, Senior Consultant 

Analysis of the costs that arise by taking investment risk and the way  they are shared.
 

SECA Booklet Nr. 8 - Determinants of entrepreneurial activity and success

 dl.jpg Dr. Diego Liechti, Investment Consultant 

The importance of technology transfer for the competitive advantage of companies and the economic success of nations cannot be overstated. Technology is a determining element for firms and nations to increase productivity, to compete, and to prosper. In The Competitive Advantage of Regions and Nations, the authors stress that companies, investment promotion agencies, and government bodies cannot simply sit and wait until new technologies arrive in their domain. Rather, they need to manage the identification, assessment, attraction, absorption and application of new technologies.
 
English, 180 pages, 2011
 
 

How to select the best Asset Managers

 

The Competitive Advantage of Regions and Nations

 br.jpg  Dr. Boris Ricken, Assistent der Geschäftsleitung                      Dr. George Malcotsis 

The importance of technology transfer for the competitive advantage of companies and the economic success of nations cannot be overstated. Technology is a determining element for firms and nations to increase productivity, to compete, and to prosper. In The Competitive Advantage of Regions and Nations, the authors stress that companies, investment promotion agencies, and government bodies cannot simply sit and wait until new technologies arrive in their domain. Rather, they need to manage the identification, assessment, attraction, absorption and application of new technologies.
 
English, May 2011
 
 

Quantitative Asset Manager Analysis

sks.jpg  Dr. Stephan Skaanes, CFA, Partner

Lecture at the Performance Measurement Forum
Copenhagen, 12 May 2011

 

Risk Management for Pension Funds

ok.jpg  Oliver Kunkel, Senior Consultant 

Guest lecture at the University of Berne

 

Using Dynamic Processes to Navigate your Pension Fund

 sks.jpg  Dr. Stephan Skaanes, CFA, Partner

Using Dynamic Processes to Navigate your Pension Fund

 

Advantages and Disadvantages of Dynamic Asset Allocation Strategies

Dr. Stephan Skaanes, CFA, CAIA

 

How to select the best Asset Managers

Dr. Andreas Reichlin, Partner
Dr. Stephan Skaanes, CFA, CAIA

 

Lack of additional exposure from the institutionals' side

Diego Liechti, Investment Consultant

 

Why is looking at costs so important?

Diego Liechti, Investment Consultant

 

Luck and entrepreneurial  success

Diego Liechti, Investment Consultant

 

Serata informativa: Circolo Battaglini/Avenir Suisse

Alfredo Fusetti, Senior Consultant

 

Consequences of inflation

Dr. Alfred Bühler, Partner
Lukas Riesen, Investment Consultant

 

Pension Fund Governance Issues in Today's World

Dr. Stephan Skaanes, CFA, CAIA

 

Alternative Anlagen: Mythen und Fakten

Dr. Andreas Reichlin, Partner

 

ASIP Fachtagung, Zürich

Dr. Dominique Ammann, Partner

 

Strukturreform verhindert Korruption

Dr. Eliane Menghetti, Legal Consultant

pdf.pngSchweizer Personalvorsorge, Juni 2008

 

"How to make your assets work harder" - or using your existing cash and securities to full advantage

Dr. Stephan Skaanes, CFA, CAIA

 

Alpha und Beta aus Sicht des ALM

Dr. Stephan Skaanes, CFA, Partner

 

Wahl der Anlagestrategie

Dr. Stephan Skaanes, CFA, Partner

pdf.pngReferat am VorsorgeFORUM, Hochschule Liechtenstein (28. Mai 2008)
 

DAS / MAS Private Banking & Wealth Management

Oliver Kunkel, MSc, Senior Consultant

 

Hedge Funds: Ein Balanced Mandat mit gewissen Freiheiten?

Alfredo Fusetti, Investment Consultant

 

Auswirkungen der Strukturreform auf den Anlagebereich

Dr. Dominique Ammann, Partner

 

Ziele, Vorgehen und Nutzen einer ALM-Studie

Dr. Dominique Ammann, Partner

 

Fundamental versus Cap Weighted Benchmarks - Overview of the Issues

Dr. Stephan Skaanes, CFA, CAIA

 
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