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Zurich PFF discusses interest rates and currency risks

Article in "Investment Europe", May 2015

Lukas Riesen, head of Asset Liability Management and partner at PPCmetrics said that Swiss pension funds tend to hedge currency risks exclusively on the fixed income side, while they tend to neglect risks on the equity side. He concluded that rather than focussing on a specific asset class per se, investors should always consider currency risks within the overall portfolio.

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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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