Investment & Actuarial Consulting, Controlling and Research

Charitable foundations move in their regulatory environment: this involves topics such as tax exemption, supervision, permissible investments or sustainable investing. Using concrete examples, Dr. Christoph Degen (proFonds), Dr. Oliver Dichter (PPCmetrics), Prof. Dr. Andrea Opel (University of Lucerne) and Dr. Andreas Reichlin (PPCmetrics) showed how foundations and NPOs can deal with regulatory issues to around 75 participants via livestream.

Our research paper shows how different investment strategies performed in the turbulent past year and which investment decisions paid off. (in German)

Our research presentation analyses the compositions and risks of infrastructure investment portfolios of leading European providers. (in German)

With this publication, PPCmetrics publishes the study “Analysis of the Reports of Pension Funds” for the sixth time. Information on the state of Swiss pension funds is of great interest to the insured, the people responsible of the pension funds and the general public. (in German)

The financial market regulation in Switzerland has been amended in line with the European regulation. Our analysis shows the potential implications of the legislative change for Swiss pension funds. (in German)

The sixth edition of the Yearbook of Relief Organizations analyzes the financial reporting of Swiss nonprofit organizations (NPO). For this purpose, the 2019 annual financial statements of 452 Zewo-certified organizations were recorded and evaluated in detail. (in German)

At a meeting on 26 August 2020, the Federal Council approved selective adjustments to four ordinances on occupational pension schemes. These include, among other things, changes to the permitted investments in accordance with Art. 53 BVV 2. (in German)

For the fifth time in a row, SwissFoundations asked its members about their asset management and subsequently summarized the results in the "Benchmark Report". In addition to returns and the importance of sustainability, the impact of the corona pandemic in 2020 was also surveyed. 38 grant-making foundations with assets of CHF 16.4 billion took part in the survey. The report thus represents one sixth of the total Swiss foundation assets. PPCmetrics is responsible for the analysis. (in German)

For over 10 years PPCmetrics has been advising clients from various countries such as Switzerland, Denmark and Luxembourg on the subject of sustainable investment. We would be pleased to support you along the entire investment process with our many years of experience. Here you will find an overview of our services in the field of sustainability.