At a Glance
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Over 30 staff members in the field of investment controlling
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Guarantee of independent assessment of asset manager performances
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Customized investment controlling reports with a focus on individual client needs
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Investment controlling encompasses the entire investment process, in particular the investment strategy, investment tactic and asset management mandates
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PPCmetrics Peer Group comparison: cross comparison of investment performance with comparable institutions/asset managers
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Use of our own investment controlling software, maintained and continuously developed by in-house IT specialists
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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.
Publications
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
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
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.
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
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?
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
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
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 should appeal to pension funds because of their long-term benefits, but are opportunities equal?
Factsheets
Investment Controlling
Comparison of Fees
Benchmarking
Private Markets
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