Active and leading in both training and continuing education

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At a glance

Customized training
Partners and staff members active as lecturers at numerous universities and institutions

Training & education

We offer customized training and are involved in teaching at renowned universities and universities of applied sciences.

Teaching

Our partners as well as several staff members are lecturers at renowned institutions (Universities of Zurich and Berne, Lucerne University of Applied Sciences, Fachhochschule für Personalvorsorge (a polytechnic institute for pension fund management training), KGP seminars and many others).

Customized trainings

In addition, PPCmetrics offers customized and practical trainings in the area of asset management (e.g. for members of the board of trustees). The contents and extent of these trainings are individually adjusted to the participants’ needs and level of knowledge.

PPCmetrics actively supports training and continuing education through the teaching activity of our partners and consultants at several universities and institutes:

AZEK (Swiss Training Centre for Investment Professionals)	www.azek.ch
Center for Urban & Real Estate Management (CUREM)	www.bf.uzh.ch/curem.html
Conférence des Administrateurs de Caisses de Pensions	www.cacp.ch
University of Applied Sciences and Arts Northwestern Switzerland	www.fhnw.ch
Fachschule für Personalvorsorge	www.fs-personalvorsorge.ch
Formation pour les membres des Conseils de fondation	www.formation-cdf.ch
HWZ University of Applied Sciences in Business Administration Zurich	www.fh-hwz.ch
Institute of Financial Services Zug IFZ	www.hslu.ch/ifz
KGP seminar	www.kgp.ch
Master of Advanced Studies in Banking and Finance (CFA Track)	Flyer
Swiss Finance Institute	www.swissfinanceinstitute.ch
University of Bern	www.ifm.unibe.ch
University of Zurich	www.uzh.ch
Verbandsmanagementinstitut (VMI) of the University of Fribourg	www.vmi.ch
VPS Verlag für Schweizer Personalvorsorge	https://vps.epas.ch/aus-und-weiterbildung/aufbau-und-vertiefung/vorsorge-und-anlagestrategie
Zürcher Fachhochschule	www.zfh.ch

Contact

Lukas Riesen
Partner
Contact

Alfredo Fusetti
Partner
Contact

Publications

Home Bias – Swiss Pension Fund Experience

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.

Risk Shifting and Performance in Equity Portfolios

Pension Fund Governance Where do we go from here?

The Swiss Pensions System: Risk Management?... Lessons Learned

An Overview of the Swiss Pension System

Risk Management for Pension Funds

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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/de/uber-uns/regulierung/ for further information and notes.

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