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Quels éléments sont les éléments critiques?

Article paru dans "Prévoyance Professionnelle Suisse", septembre 2009

Dr. Alfred Bühler, Lukas Riesen

Pour le profane, l’interprétation des résultats d’une étude ALM relève souvent du défi. Ci-après, nous allons éclairer les facteurs les plus importants d’une étude ALM pour le processus de décision.

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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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