Investment consulting for institutional investors and private investors

At a glance

  • External investment expert in all asset management matters
  • Quantitative and qualitative analyses for institutional and private investors
  • Scientifically sound and proven in praxis
  • Assessment of investment vehicles, funds, asset managers and investment categories
  • Second opinions and expert reports

Investment Consulting

In the area of investment consulting, PPCmetrics offers professional and innovative consulting services as well as quantitative and qualitative analyses for institutional and private investors. Our concepts and analyses are scientifically sound and proven in praxis. With above-average qualifications and extensive experience, our staff members provide consulting services at the highest level.

External investment expert / Investment Consultant

We provide services as external investment expert in all aspects of asset investment. For many of our clients we attend the meetings of the investment committee in an advisory capacity.

Quantitative analyses


Our quantitative analyses are useful tools for gauging investment success, calculating risk-adjusted performance as well as identifying risks. In addition, as part of our sophisticated performance analyses we offer different style analyses and performance attributions.

Product and asset manager assessment

Our independent assessment entails analyzing investment vehicles, funds, asset managers (due diligence) and new investment categories. PPCmetrics guarantees a neutral assessment of the opportunities, risks and costs of products.

Handling of exchange rate risks

Exchange rate risks represent a challenge for many institutional investors. PPCmetrics supports investors in foreign currency risk management. In so doing we determine the ideal hedge ratio and ensure the efficient implementation of any currency hedging.

Recommendations on benchmarks

The choice of an index as a benchmark for the asset manager significantly impacts future investment success. PPCmetrics advises its clients regarding ideal benchmark concepts, also taking account of risk and return expectations as well as concentration risks.

Second opinions and expert reports

The determination of the investment strategy, the selection of asset managers or the introduction of new asset categories or investment vehicles are a few examples of crucial decisions that investors often do not wish to take alone. PPCmetrics provides independent second opinions and expert reports on all dimensions of the investment process. A second opinion allows for an accurate evaluation of all relevant facts prior to the final decision.


Contact

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Dr. Stephan Skaanes
Partner
Contact

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Alfredo Fusetti
Partner
Contact


Publications

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About us: Changes to the Management

About us: Changes to the Management

In the interests of proactive organisational planning and even better coverage of client needs, the management of PPCmetrics AG will undergo some changes as of 01.01.2024. Further information can be found in our media release.

Challenges and Approaches in Performance Analysis of Illiquid Assets

Challenges and Approaches in Performance Analysis of Illiquid Assets

What challenges arise from the valuation of illiquid assets? What are the implications for investors? And what approaches can be used in performance analysis? Our Managing Consultant Marc Staub answered these questions among others at the IPE Seminar.

UBS Takeover of Credit Suisse

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.

Current Facts About Credit Suisse

Current Facts About Credit Suisse

Distortions at the banks in the USA as well as statements by major Credit Suisse shareholders led to renewed high price declines in Credit Suisse's bonds and shares. The bank's stability is particularly at risk if it enters a negative spiral and is confronted by a significant outflow of client funds. In a media release on 15 March 2023, the Swiss National Bank SNB and the Swiss Financial Market Supervisory Authority FINMA commented on the uncertainties in the market as well as on Credit Suisse.

SNB Policy Rate Hike and General Interest Rate Increase: Impact on institutional investors (in particular Swiss pension funds)

SNB Policy Rate Hike and General Interest Rate Increase: Impact on institutional investors (in particular Swiss pension funds)

Market interest rates have risen significantly since the beginning of the year and the capital markets have lost markedly in value. On 16.06.2022, the Swiss National Bank (SNB) also decided to raise the key interest rate and the deposit rate for commercial banks by half a percentage point. The presentation by PPCmetrics shows the effects on institutional investors - especially Swiss pension funds.

Shifting from fixed income

Shifting from fixed income

Swiss pension funds are rebalancing their portfolios but allocating to certain asset classes could prove challenging.

IPE Seminars - Approaches and Challenges of Measuring ESG in Investment Portfolios

IPE Seminars - Approaches and Challenges of Measuring ESG in Investment Portfolios

This presentation shows the extent to which Swiss pension funds disclose information on ESG. Furthermore, the possibilities for institutional investors to measure ESG are analysed. Measuring the ESG characteristics of a portfolio is not trivial. For this reason, various difficulties in this area are discussed.

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

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.

Interest Rate and Inflation Risk: How Are Pension Funds Affected?

Interest Rate and Inflation Risk: How Are Pension Funds Affected?

The topic of inflation is currently in the spotlight. Our article looks at the economic context and the historical and current interest rate and inflation risks. It also shows to what extent Swiss pension funds are affected by interest rate and inflation risks and to what extent such risks are acceptable for them.

Tail-risk hedging lessons from the corona crisis

Tail-risk hedging lessons from the corona crisis

The coronavirus crisis illustrates that equity collar strategies may still have a place for pension funds.


Factsheets

Comparison of Fees

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Investment Controlling

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Analysis of the portfolio structure

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Asset Manager Selection

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