Investment & Actuarial Consulting, Controlling and Research

Publication

Cash Flow, Stability and Security of Pension Benefits - a Case Study

In order to assess the security of pension benefits, both a pension fund’s current situation and future developments are of importance. In this research paper, we focus on key figures that consistently measure the influence of future developments (in German).

Publication

PPCmetrics Study: Second Pillar 2017 – Analysis of Pension Funds’ Annual Reports

The research report (which PPCmetrics was commissioned with by the Federal Social Insurance Office and the Occupational Pension Supervisory Commission OPSC) analyses the suitability of certain key figures and the development of methods enabling the comparison of different pension funds (in German).

Conference

"Foundation Assets 2.0" on 15 May 2018 in Zurich

Concepts such as crowdfunding, impact investing or capital consumption are often praised as the future of foundation systems. Expert speakers show which of these trends might play a role in a foundation’s investment activities and which points need to be considered when applying these concepts (in German).

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"Comparability of Pension Funds"


The research report (which PPCmetrics was commissioned with by the Federal Social Insurance Office and the Occupational Pension Supervisory Commission OPSC) analyses the suitability of certain key figures and the development of methods enabling the comparison of different pension funds (in German).

Publication

PPCmetrics Study: Non-Profit Organisations Yearbook – Finances of Swiss Non-Profit Organisations

The third edition of the non-profit organisations yearbook (in German) contains again numerous important financial figures of charitable, fundraising non-profit organisations (NPOs). It is based on the publicly available annual financial statements of approximately 500 organisations certified by Zewo (status: 31 December 2016).

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Investment Strategies 2017 (CHF edition)

The investment year 2017 was especially characterised by very high positive returns in Swiss and global equities. As in the years before, Swiss real estate reported positive returns. Swiss and global bonds, however, reported only marginally positive or slightly negative returns (EUR edition here, both in German).

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Sustainable Investments

The PPCmetrics publication “Nachhaltige Anlagen” (in German) illustrates the increasing importance of sustainable investments, provides an overview on different investment options and enlarges on sustainability aspects across the entire investment process.

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New:Reserves Calculator for Non-Profit Organisations

The new Zewo standards define bandwidths for organisation and fund capital of certified non-profit organisations. Use our free reserves calculator for NPOs (in German) to see whether your organisation complies with the bandwidths or if you need to define new objectives.

shutterstock_381565825_alte Menschen Fitness Strand - frontpage.jpg Conference

"Longevity" on 22 June 2018 in Zurich

Pension funds are exposed to the longevity risk and their executives should know how to handle it. This conference, led by proven experts, highlights what the current life expectancy trend looks like, the consequences this imposes on pension funds and how the resulting risks can be managed.