Professional and independent monitoring of the entire investment process

At a glance

  • Over 30 staff members in the field of investment controlling
  • Guarantee of independent assessment of asset manager performances
  • Customized investment controlling reports with a focus on individual client needs
  • Investment controlling encompasses the entire investment process, in particular the investment strategy, investment tactic and asset management mandates
  • PPCmetrics Peer Group comparison: cross comparison of investment performance with comparable institutions/asset managers
  • Use of our own investment controlling software, maintained and continuously developed by in-house IT specialists
  • Issuing action recommendations

Investment Controlling

The management and monitoring of invested assets is a core component of the investment process. Besides, the ever greater complexity of capital markets requires efficient management tools. The tailor-made PPCmetrics investment controlling report serves as an early warning system and contains all relevant management information.

Risk / return analysis

 

  • Qualitative and quantitative analysis and evaluation of investment performance
  • Strategy controlling (investment strategy and fluctuation reserves) as well as identification of the most significant risks at the level of total assets

Compliance with investment regulations

Checking whether the legal, strategic and contractual guidelines are being adhered to.

Assessing asset Managers
 

Evaluation and analysis of absolute and relative return as well as ongoing monitoring of personal or process-related risks associated with asset managers.

Peer group comparison

Comparison of investment performance at both the levels of total assets and asset managers with comparable investors.

Comparison of fees

Assessing the market conformity of asset management fees and identifying any possible cost reduction potential.

Monitoring custodian bank

Monitoring and verifying the services provided by the custodian bank.

 


Contact persons

Skaanes Stephan klein.jpg

Dr. Stephan Skaanes
Partner
Contact

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Alfredo Fusetti
Partner
Contact


Publications

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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.

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

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.

Illiquid Investments: Challenges ahead

Illiquid Investments: Challenges ahead

Illiquid investments should appeal to pension funds because of their long-term benefits, but are opportunities equal?

Challenges Pension Funds Face due to Low Interest Rates

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?

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.


Factsheets

Investment controlling

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Comparison of fees

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