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 03.02.2023
Year-to-date performance
4.1%
Actuarial funding ratio
108.2%
➤ Details and further Information

The NPO Yearbook 2022 compares the current data on volunteer work with the last survey from 2016, analyses the reserve ratio of NPOs, addresses the rise in inflation shows the effects of the Covid 19 pandemic. It is based on the 2021 annual financial statements of around 440 Swiss non-profit organisations (NPOs), which were recorded and evaluated in detail. (in German)

The presentation looks at the importance of China, the world’s second largest economy, in the global equity market and addresses the question how institutional investors can consider the Chinese stock market in their investment process.

In the PPCmetrics Asset Manager Review 2022, we compare over 200 asset managers in the asset classes equities, green bonds, insurance-linked securities and infrastructure investments (focus: sustainability). (in German)

What aspects of the organisational structure and staffing of non-profit foundations are particularly important to consider? How can the funding process be designed efficiently? Should (and can) a foundation preserve its capital in the long term? And which asset managers should be selected? These and other central questions will be addressed at our Foundation Conference on 11 May 2023. Sign up now! (in German)

Market interest rates have risen significantly since the beginning of the year and the capital markets have lost markedly in value. On 16.06.2022, the Swiss National Bank (SNB) also decided to raise the key interest rate and the deposit rate for commercial banks by half a percentage point. The presentation by PPCmetrics shows the effects on institutional investors - especially Swiss pension funds.

The PPCmetrics Foundation Conference 2022 covered the topic of inflation: In their presentations, Prof. em. Dr. Peter Kugler (University of Basel), Dr. Felix Schmutz (PPCmetrics), Dr. Susanne Haury von Siebenthal (Fondation Botnar) and Dr. Hansruedi Scherer (PPCmetrics) showed in front of around 60 participants at the Bananenreiferei in Zurich how non-profit foundations can approach the topic in practice. (in German)

The “EU Sustainable Finance Disclosure Regulation” (SFDR) has been in force since 2021. Our presentation explains what it is about and what impact the regulation has on Swiss investors. (in German)

The study "Market Overview Global Equities ESG" compares over 100 sustainable, actively managed investment solutions in the asset class global equities. (in German)