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 01.06.2023
Year-to-date performance
Actuarial funding ratio
➤ Details and further Information

On the evening of 19 March 2023, UBS announced its intention to fully acquire Credit Suisse in close coordination with the Swiss Financial Market Supervisory Authority (FINMA), the Swiss National Bank (SNB) and the Swiss Confederation. According to the SNB's press release, the transaction is necessary to secure financial stability and protect the Swiss economy. In our presentation, we summarise the most important facts about the takeover as well as possible implications for investors.

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)

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)

At the EPFIF Swiss seminar on 15 March, our partner Dr Oliver Dichter talked about liability-driven investment and its relevance for Swiss pension funds.

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)