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 17.09.2021
Actuarial funding ratio
120.2%
Economic funding ratio
113.6%
Year-to-date performance
6.9%

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)

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)

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.

Our research presentation analyses the compositions and risks of infrastructure investment portfolios of leading European providers. (in German)

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.

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)