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 26.11.2021
Actuarial funding ratio
119.7%
Economic funding ratio
113.7%
Year-to-date performance
6.8%

The years to come will confront institutional investors with various trends and structural challenges, including a new monetary policy, demographic trends and the increasing influence of politics and the public on asset investment. We will explore these topics at our annual conference on Friday, 10 December 2021 at the Metropol restaurant in Zurich and simultaneously via live stream. Register now! (in German)

Amendment of BVV 2 as of 01.01.2022: Unlisted Swiss investments now represent a separate asset class. Our presentation explains the changes and shows any possible need for action for pension funds. (in German)

With this publication, PPCmetrics publishes the study "Analysis of Annual Reports of Pension Funds" for the seventh time. Structural key figures of Swiss pension funds show the current state and situation of the pension funds. In addition to the analyses already shown last year, this year an additional chapter deals with the topic of sustainable investing. (in German)

70 percent of Swiss pension funds paid interest on pension assets above the required minimum interest rate of 1 percent in 2020. The average rate was 1.5 percent. (in German)

Insurance Linked Securities (investments in insurance risks) are complex and the product landscape is very heterogeneous. We compare products on the market, analyse their characteristics and show what institutional investors need to keep in mind. (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)

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.

Six years ago, SwissFoundations launched the Benchmark Report, a publication for its members to contribute to best practice and transparency in the asset management of foundations. To this day, the report offers a Europe-wide unique opportunity to compare returns and costs in the asset management of charitable foundations and provides the participating foundations with a valuable comparison over several years. PPCmetrics is responsible for the analysis. (in German)