Implementation of an efficient process organization and organizational structure

At a glance

  • PPCmetrics provides highly specialized economic, legal, and process-oriented consulting services on investment organization.
  • Supporting clients in determining an adequate and efficient investment organization on the basis of the investment strategy
  • Cost-efficient, professional and comprehensible implementation of the strategy
  • External investment expert on foundation board or investment committee

Investment organization

Investment organization entails determining tactical allocations / rebalancing, mandate structure, a suitable combination of investment styles, and investment vehicles.

Pension governance

Based on our considerable experience we advise our clients on all aspects of good governance, taking the regulatory guidelines into account. The aim is to ensure transparent organization, clearly assign responsibilities and avoid conflicts of interests.

Organizational structure

PPCmetrics advises its clients on determining a modern organizational structure that meets the highest standards of good governance.

Investment process

As part of the investment processes, PPCmetrics ensures that decisions are made based on a structured process and are communicated and documented transparently.

Investment regulations

In cooperation with our clients, we prepare investment regulations that are tailored to suit the organization’s requirements, the needs of our clients, the investment strategy and the investment organization.

Mandate specifications

PPCmetrics can support its clients in drawing up the mandate specifications for all persons involved in the asset management. Our specifications settle the relevant points clearly and unambiguously.

 


Contact persons

Reichlin Andreas klein.jpg

Dr. Andreas Reichlin
Partner
Contact

Skaanes Stephan klein.jpg

Dr. Stephan Skaanes
Partner
Contact


Publications

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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.

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?

Is faith in past winners justified?

Is faith in past winners justified?

Rankings of top performers are publicly available for retail funds. However, databases for institutional mandates (segregated accounts and institutional funds) are still incomplete and rare. For our historical simulation of picking past winners we use a set of track records that were submitted by asset managers as part of public and non-public mandate tenders for institutional clients in Europe.

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.