At a glance
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PPCmetrics provides highly specialized economic, legal, and process-oriented consulting services on investment organization.
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Supporting clients in determining an adequate and efficient investment organization on the basis of the investment strategy
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Cost-efficient, professional and comprehensible implementation of the strategy
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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.
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.
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.
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.
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?
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
Risk-averse asset-only investors should go for short duration as risk return is distributed highly asymmetrically.
