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Kosten bei der Diversifikation beachten

Artikel in “AWP Soziale Sicherheit”, Mai 2016

Silvia Rudigier, Dr. Stephan Skaanes

Anlage aktuell: Diversifikation gilt seit Harry Markowitz als Grundprinzip der modernen Portfolio Theorie und wird gerne als «the only free lunch» bezeichnet: Durch Diversifikation kann Risiko «gratis» verringert werden. Investoren legen nach diesem Prinzip an, indem sie Anlagekategorien wie Aktien, Obligationen oder Immobilien bei der Strategiedefinition berücksichtigen.

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PPCmetrics AG is a leading consulting firm whose services include investment controlling and investment consulting, selection of financial service providers (asset manager selection) including public procurements for such selection, asset liability management (ALM), definition of investment strategies, asset allocation, portfolio analyses, drafting of investment regulations, consulting on sustainable investments, legal consulting (BVG/LPP, financial market legislation, pension fund governance) and actuarial consulting as well as activities as pension actuary. Our clients in Switzerland and abroad include institutional investors such as insurance companies, as well as renowned professional investors such as pension funds, employee benefits foundations, public social insurances and pension funds and other public-law entities, large companies, foundations, associations (in particular non-profit organisations) or ultra-high-net-worth individuals (UHNWI) and their consultants (e.g. family offices).

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