Interactive web platform for individual analyses and peer group comparisons

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At a glance

Interactive web platform for individual analyses and peer group comparisons
Daily estimates of the most important key figures for the strategic management of a pension fund
Tailor-made evaluations, e.g. asset liability analyses and econometric evaluations
Modular structure and ongoing new development of modules
Data visualisation and exportability of results

Video (in German)

MyPPCmetrics

MyPPCmetrics is an interactive web platform that allows to create individual performance and simulation analyses as well as extensive peer group comparisons with easily comprehensible step-by-step instructions. With MyPPCmetrics, you can thus get a comprehensive insight into the structure and investment behaviour of institutional investors. In addition, daily estimates of the most important key figures are available for the strategic management of a pension fund. MyPPCmetrics has a modular structure, currently consisting of the following modules:

“Cockpit” Module

The “Cockpit” module shows you the most important key figures for the strategic management of a pension fund and is used for the ongoing monitoring of the financial and structural situation. To do this, daily estimates of the key figures are available.

“Funding Ratio” Module

With this module you can calculate your own risk-bearing, economic and technical (actuarial) funding ratio and update it monthly. It also makes it possible to carry out a cross-comparison with a broad universe (more than 500 pension funds (source: revised annual reports)).

“PF Key Figures” Module

The “PF Key Figures” module allows you to carry out detailed cross-comparisons based on structural data and key figures from revised annual reports of Swiss pension funds. The module is based on a broad and representative peer group of more than 400 pension funds with accumulated pension assets of over CHF 750 billion. Numerous visualisation and filter options are available for the analysis.

“Asset Management Costs” Module

This module allows you to make cross-comparisons and representations based on the asset management cost data reported in the official annual financial statements (cost ratio in accordance with OPSC Directive D-02/2013 "Reporting Asset Management Costs").

“Public Peer Group” Module

The “Public Peer Group” module allows you to compare your investment performance with other pension funds/institutional investors. Historical comparisons can also be made with different time spans. Furthermore, various filter options are available that allow a comparison with different segments (e.g. public-law or private-law pension funds).

“Performance Analysis” Module

This module allows quantitative, statistical and econometric analyses with your own data (portfolio and benchmark time series) on a monthly basis.

“Strategy: Risk/Return” Module

The module “Strategy: Risk/Return” allows the input of different investment strategy variants and the calculation of the expected risk/return ratios of the same. Additionally, historical simulations (including stress test scenarios) in freely selectable observation periods are possible.

“Files: File Transfer” Module

This module allows you to securely send encrypted files in any format and size via the MyPPCmetrics web server (as a secure alternative to email).

“Market Screen” Module

With the “Market Screen” module, you can make representations and cross-comparisons based on a wide range of information on asset managers, portfolios, fees, aspects of sustainability and other criteria. Our database provides you with access to over 100 asset classes and more than 5’000 providers worldwide.

New modules and features are constantly being developed.

Contact

Alfredo Fusetti
Partner
Contact

Dr. Stephan Skaanes
Partner
Contact

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PPCmetrics AG is a leading consulting firm whose services include investment controlling and investment consulting, selection of financial service providers (asset manager selection) including public procurements for such selection, asset liability management (ALM), definition of investment strategies, asset allocation, portfolio analyses, drafting of investment regulations, consulting on sustainable investments, legal consulting (BVG/LPP, financial market legislation, pension fund governance) and actuarial consulting as well as activities as pension actuary. Our clients in Switzerland and abroad include institutional investors such as insurance companies, as well as renowned professional investors such as pension funds, employee benefits foundations, public social insurances and pension funds and other public-law entities, large companies, foundations, associations (in particular non-profit organisations) or ultra-high-net-worth individuals (UHNWI) and their consultants (e.g. family offices).

PPCmetrics AG advises its clients upon their own initiative and carries out its analyses according to the processes it has developed. It does not make any investment decisions on behalf or for the clients and expressly does not make any investment recommendation. As well-informed investors it is in the clients’ responsibility and at their discretion how they decide and act based on the advice offered by PPCmetrics AG. PPCmetrics AG assumes that the clients possess the necessary knowledge and sufficient experience in the financial field to make their investment decisions and assess the associated risks. PPCmetrics AG does not perform an assessment of appropriateness or of suitability pursuant to the FinSA. Based on the clients’ specifications, PPCmetrics AG assumes that the investments are compatible with their investment objectives, in particular their risk capacity as well as the asset allocation and the time horizon of the investments. PPCmetrics AG is not involved in the development, management or recommendation of financial instruments. It does not participate in the distribution of financial instruments, does not accept any compensation from third parties in connection with the provision of its services and is compensated exclusively by its clients according to a fee agreement. The partners of PPCmetrics AG are registered as investment advisors in the advisor register of BX Swiss AG (www.regservices.ch). PPCmetrics AG is affiliated to the financial ombudsman FINOS, Talstrasse 20, 8001 Zurich (www.finos.ch). Furthermore, PPCmetrics AG is accredited by the OPSC as a pension actuary. Please consult www.ppcmetrics.ch/en/about-us/regulation/ for further information and notes.

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