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 25.11.2022
Year-to-date performance
-9.8%
Actuarial funding ratio
106.3%
➤ Details and further Information

Dr Dominique Ammann, founding partner of PPCmetrics AG, will retire on 31 December 2022 after more than 30 years of service to our firm. (in German)

Our study “Analysis of Annual Reports of Pension Funds” shows the current financial situation and numerous other important key figures of Swiss pension funds. The study is based on a broad and representative peer group of 311 pension funds with cumulative pension assets of CHF 816 billion and over 3.8 million insured persons. (in German)

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)

The performance investors can achieve and the risks they have to expect depend on many factors. At the PPCmetrics Annual Conference on 16 December 2022 in Zurich, four practice-oriented presentations (in German) will take an in-depth look at the topic of performance and risk – sign up now.

Market interest rates have risen significantly since the beginning of the year and the capital markets have lost markedly in value. On 16.06.2022, the Swiss National Bank (SNB) also decided to raise the key interest rate and the deposit rate for commercial banks by half a percentage point. The presentation by PPCmetrics shows the effects on institutional investors - especially Swiss pension funds.

The PPCmetrics Foundation Conference 2022 covered the topic of inflation: In their presentations, Prof. em. Dr. Peter Kugler (University of Basel), Dr. Felix Schmutz (PPCmetrics), Dr. Susanne Haury von Siebenthal (Fondation Botnar) and Dr. Hansruedi Scherer (PPCmetrics) showed in front of around 60 participants at the Bananenreiferei in Zurich how non-profit foundations can approach the topic in practice. (in German)

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)