We advise on the planning, implementation and monitoring of their investments
Scientifically sound and independent advice is at the core of our activities

Our clients include public and private pension funds,
charitable foundations, private investors and other
institutional investors

Investment & Actuarial Consulting, Controlling and Research

Pension Ticker per 19.04.2024
Year-to-date performance
2.3%
Actuarial funding ratio
113.5%
➤ Details and further Information

Around half of all Swiss pension funds (44% in 2022) report on sustainability endeavours and it can be assumed that this proportion will increase further with the introduction of the ASIP ESG reporting standard. (in German)

2023 was a successful investment year for Swiss institutional investors. Swiss investors benefited in particular from the good performance of CHF bonds and equities in industrialised countries, while valuation uncertainties in illiquid investments and the impact of geopolitical risks posed certain challenges. You can find these and other results in our research paper "Investment strategies in 2023". (in German)

Swiss pension funds have significantly increased their allocation to infrastructure investments in recent years. As a first step, it is advisable to analyse how the implementation of this investment category should be structured. Suitable products should then be selected for the desired type of realisation. (in German)

With a view to the future, charitable foundations are confronted with a wide range of questions: How can the Board of Trustees be renewed? How can asset managers be monitored for longer periods? Is transparency the order of the day and, if so, what practical questions does this raise for foundations? We will address these and other topics at our Foundation Conference on 14 May 2024. Sign up now! (in German)

The proportion of real estate held by Swiss pension funds has increased steadily in recent years. Real estate investments have been significantly expanded, particularly due to the low (and for a long time negative) interest rates in Switzerland. The proportion of real estate in the strategic asset allocation is currently around 24%. (in German)

The article shows what function ratings have for the management and monitoring of credit risk and how pension funds can use them optimally. In particular, the authors state that regulations and contracts regarding the use of credit ratings can often be improved. (in German)

Interest rates can fluctuate and their development is difficult to predict. A growing number of pension funds are therefore opting for a more systematic, rule-based approach to setting their technical interest rate, which makes indicators such as the funding ratio more meaningful. (in German)

Concentration in the global equity market has increased significantly in recent years. Nevertheless, other indices (such as the Swiss equity market) continue to exhibit significantly higher concentration risks than the MSCI World. Despite the increasing weighting of individual stocks, the MSCI World remains broadly diversified. (in German)