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The tools developed by PPCmetrics help you to assess various aspects of your organisation's financial situation
Calculation of the risk-bearing funding ratio of your pension fund
Evaluation of the technical interest rate for your pension fund

Determination of the risk-bearing funding ratio

The risk-bearing funding ratio consolidates both the financial and the structural risk capacity of a pension fund in one key figure and measures the burden on its risk carriers. You can calculate the risk-bearing funding ratio of your pension fund quickly and easily with the help of our calculator.

Calculate the risk-bearing funding ratio

PPCmetrics FRP 4 Calculator

The guideline "Technischer Zinssatz" (FRP 4) issued by the Swiss Chamber of Pension Actuaries forms the basis of the Actuary's recommendation regarding the actuarial interest rate as discount rate. With the PPCmetrics FRP 4 calculator, you can evaluate the technical interest rate for your pension fund in just a few seconds.

FRP 4 Calculator

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About PPCmetrics

PPCmetrics AG is a leading consulting firm whose services include investment controlling and investment consulting, selection of financial service providers (asset manager selection) including public procurements for such selection, asset liability management (ALM), definition of investment strategies, asset allocation, portfolio analyses, drafting of investment regulations, consulting on sustainable investments, legal consulting (BVG/LPP, financial market legislation, pension fund governance) and actuarial consulting as well as activities as pension actuary. Our clients in Switzerland and abroad include institutional investors such as insurance companies, as well as renowned professional investors such as pension funds, employee benefits foundations, public social insurances and pension funds and other public-law entities, large companies, foundations, associations (in particular non-profit organisations) or ultra-high-net-worth individuals (UHNWI) and their consultants (e.g. family offices).

Legal Notice

PPCmetrics AG advises its clients upon their own initiative and carries out its analyses according to the processes it has developed. It does not make any investment decisions on behalf or for the clients and expressly does not make any investment recommendation. As well-informed investors it is in the clients’ responsibility and at their discretion how they decide and act based on the advice offered by PPCmetrics AG. PPCmetrics AG assumes that the clients possess the necessary knowledge and sufficient experience in the financial field to make their investment decisions and assess the associated risks. PPCmetrics AG does not perform an assessment of appropriateness or of suitability pursuant to the FinSA. Based on the clients’ specifications, PPCmetrics AG assumes that the investments are compatible with their investment objectives, in particular their risk capacity as well as the asset allocation and the time horizon of the investments. PPCmetrics AG is not involved in the development, management or recommendation of financial instruments. It does not participate in the distribution of financial instruments, does not accept any compensation from third parties in connection with the provision of its services and is compensated exclusively by its clients according to a fee agreement. The partners of PPCmetrics AG are registered as investment advisors in the advisor register of BX Swiss AG (www.regservices.ch). PPCmetrics AG is affiliated to the financial ombudsman FINOS, Talstrasse 20, 8001 Zurich (www.finos.ch). Furthermore, PPCmetrics AG is accredited by the OPSC as a pension actuary. Please consult www.ppcmetrics.ch/en/about-us/regulation/ for further information and notes.

PPCmetrics AG complies with the provisions of the Swiss Data Protection Act and, where applicable, the General Data Protection Regulation of the European Union. Further information on data protection and data processing by PPCmetrics AG can be found at www.ppcmetrics.ch/de/uber-uns/datenschutz/.

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