Investment & Actuarial Consulting, Controlling and Research

LIBOR will be replaced as the reference interest rate in Switzerland at the end of 2021. We explain the reasons for this, show alternatives and point out possible implications for institutional investors.

In the current PPCmetrics Asset Manager Review, we compare more than 250 asset managers in the asset classes senior secured loans, infrastructure (focus: renewable energy), sustainable mixed mandates as well as equities and bonds in emerging markets. We also examine the provider landscape for proxy voting services. (in German)

The topic of inflation is currently in the spotlight. Our article looks at the economic context and the historical and current interest rate and inflation risks. It also shows to what extent Swiss pension funds are affected by interest rate and inflation risks and to what extent such risks are acceptable for them.

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.

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)

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)

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.