Well-Founded Services as an Actuary and a Pension Fund Expert

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At a Glance

Comprehensive and well-founded advice on actuarial issues provided by actuary and pension fund expert
Customized and interactive analysis tools e.g., regarding risk management, conversion rate or comparison of pension funds
Team of pension fund experts, actuaries and financial market experts specialized in risk management
Independence and transparency guaranteed through our ownership structure
PPCmetrics is an expert in occupational pension schemes recognized by the OAK pursuant to Art. 52d BVG

Actuarial Consulting

Pension funds face a variety of complex liability-related issues. The economic environment considerably influences financial balance. PPCmetrics offers sound and comprehensive risk management for achieving investment targets.

Our consulting services as an actuary an a pension fund expert include:

Interactive and comprehensive projection of insured population, balance sheets and profit and loss statement
Sensitivity analysis with respect to plan components and actuarial assumptions
Flexible and objectified consideration of accounting principles
Analysis of financial balance on the basis of simulations consistent with the financial market
Comparison of different pension schemes and institutions with a focus on risk management
Valuable comparison of pension funds thanks to a broad peer group of pension funds

Experts in Occupational Pension Schemes

PPCmetrics is an accredited expert in occupational pension schemes pursuant to Art. 52c BVG.

Our services include:

Periodic verification according to Art. 52e para. 1 BVG, whether:
- The pension institution offers sufficient security to fulfill the pension commitments
- Actuarial regulations on benefits and funding comply with legal prescriptions
Drawing up recommendations in line with Art. 52e para. 2a BVG, in particular with regard to the technical interest rate and other technical principles.
Preparing recommendations according to Art. 52e para. 2b BVG on measures to be taken in case of underfunding as well as evaluating these measures pursuant to Art. 41a BVV 2

Publications

UBS Takeover of Credit Suisse

On the evening of 19 March 2023, UBS announced its intention to fully acquire Credit Suisse in close coordination with the Swiss Financial Market Supervisory Authority (FINMA), the Swiss National Bank (SNB) and the Swiss Confederation. According to the SNB's press release, the transaction is necessary to secure financial stability and protect the Swiss economy. In our presentation, we summarise the most important facts about the takeover as well as possible implications for investors.

Transition from LIBOR and Alternative Reference Rates After the End of 2021

LIBOR will be replaced as the reference interest rate in Switzerland at the end of 2021. We explain the reasons for this, show alternatives and point out possible implications for institutional investors.

FRP 4: Application help

PPCmetrics Asset Manager Review 2019/2020 CHF Edition - English Version

Challenges and important aspects of illiquid investments. In the last three years, more than 3’000 investment managers participated in the PPCmetrics market screens. This Asset Manager Review contains information on asset managers for unlisted real estate USA, Swiss Equities Small and Mid Caps, Fund of Hedge Funds and Senior Secured Loans.

Do large pension funds achieve better results?

Challenges Pension Funds Face due to Low Interest Rates

Risk-averse asset-only investors should go for short duration as risk return is distributed highly asymmetrically.

What can I expect from my pension fund?

Alfred Bühler and Lukas Riesen explain why the risk-bearing funding ratio could become the yardstick for Swiss pension funds.

Is factor-based allocation new?

Factor-based allocation may be theoretically interesting for Swiss pension funds but it is hard to implement in a practical way.

Risk Shifting and Performance in Equity Portfolios

Pension Fund Governance Where do we go from here?

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

Switzerland: The safe haven trap

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.

An Overview of the Swiss Pension System

Pricing investment risk

Alfred Bühler and Lukas Riesen analyse the costs that arise by taking investment risk and the way they are shared

Contact

Dr. Marco Jost
Partner
Contact

Dr. Alfred Bühler
Partner
Contact

Factsheets

Actuarial Consulting

Accredited Pension Actuary

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About PPCmetrics

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).

Legal Notice

PPCmetrics AG advises its clients upon their own initiative and carries out its analyses according to the processes it has developed. It does not make any investment decisions on behalf or for the clients and expressly does not make any investment recommendation. As well-informed investors it is in the clients’ responsibility and at their discretion how they decide and act based on the advice offered by PPCmetrics AG. PPCmetrics AG assumes that the clients possess the necessary knowledge and sufficient experience in the financial field to make their investment decisions and assess the associated risks. PPCmetrics AG does not perform an assessment of appropriateness or of suitability pursuant to the FinSA. Based on the clients’ specifications, PPCmetrics AG assumes that the investments are compatible with their investment objectives, in particular their risk capacity as well as the asset allocation and the time horizon of the investments. PPCmetrics AG is not involved in the development, management or recommendation of financial instruments. It does not participate in the distribution of financial instruments, does not accept any compensation from third parties in connection with the provision of its services and is compensated exclusively by its clients according to a fee agreement. The partners of PPCmetrics AG are registered as investment advisors in the advisor register of BX Swiss AG (www.regservices.ch). PPCmetrics AG is affiliated to the financial ombudsman FINOS, Talstrasse 20, 8001 Zurich (www.finos.ch). Furthermore, PPCmetrics AG is accredited by the OPSC as a pension actuary. Please consult www.ppcmetrics.ch/en/about-us/regulation/ for further information and notes.

PPCmetrics AG complies with the provisions of the Swiss Data Protection Act and, where applicable, the General Data Protection Regulation of the European Union. Further information on data protection and data processing by PPCmetrics AG can be found at www.ppcmetrics.ch/de/uber-uns/datenschutz/.

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