Investment consulting for private investors, family offices and UHNWI

At a glance

  • PPCmetrics has been providing consulting services to institutional investors and private investors since 1991
  • We advise private investors on their investment strategy as well as the cost-effective implementation and professional monitoring of investments
  • To avoid conflicts of interests, PPCmetrics strictly offers no asset management services
  • Our advice is fully independent. Remuneration is on a cost basis only.

Private investors, family offices and UHNWI

Private investors, family offices and UHNWI (Ultra High Networth Individuals) increasingly wish to be treated in the same way as institutional investors. However, there is still a considerable quality and cost difference between asset management for institutional and private investors. PPCmetrics can guarantee that private assets are invested in accordance with the same principles as for professional institutional investors.

We provide the following services for private investors:

 


Contact persons

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Dr. Luzius Neubert
Partner
Contact

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Dr. Hansruedi Scherer
Partner
Contact


Publications

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Transition from LIBOR and Alternative Reference Rates After the End of 2021

Transition from LIBOR and Alternative Reference Rates After the End of 2021

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.

Interest Rate and Inflation Risk: How Are Pension Funds Affected?

Interest Rate and Inflation Risk: How Are Pension Funds Affected?

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.

Illiquid Investments: Challenges ahead

Illiquid Investments: Challenges ahead

Illiquid investments should appeal to pension funds because of their long-term benefits, but are opportunities equal?

Is faith in past winners justified?

Is faith in past winners justified?

Rankings of top performers are publicly available for retail funds. However, databases for institutional mandates (segregated accounts and institutional funds) are still incomplete and rare. For our historical simulation of picking past winners we use a set of track records that were submitted by asset managers as part of public and non-public mandate tenders for institutional clients in Europe.

Asset Liability Management Today – Is it Still Fit for Purpose?

Asset Liability Management Today – Is it Still ‘Fit for Purpose’?

The target of asset liability management is to align the assets to the liabilities, i.e. managing risks due to mismatches between the assets and liabilities.

Challenges Pension Funds Face due to Low Interest Rates

Challenges Pension Funds Face due to Low Interest Rates

Risk-averse asset-only investors should go for short duration as risk return is distributed highly asymmetrically.

Investment Strategies in the Year 2013 - English Version

Investment Strategies in the Year 2013 - English Version

In the year 2013, there were losses in the bond markets, while equity markets had high positive returns. As a result, the investment results of the different strategies varied widely. Pension funds, which have fully used their risk capacity through a large equity exposure, were able to benefit from this market environment. In addition, currency hedging and investments in corporate bonds, small caps, and non-listed real estate were positive as well...

Is factor-based allocation new?

Is factor-based allocation new?

Factor-based allocation may be theoretically interesting for Swiss pension funds but it is hard to implement in a practical way.

Asset Manager Selection based on historical performance - English Version

Asset Manager Selection based on historical performance - English Version

Historical performance is a frequently used criterion to select asset managers. Our empirical analysis, however, shows that after hiring an asset manager with such an outstanding performance, the asset manager performs significantly worse in the period after the selection. In some cases, the selected managers even performed significantly worse than a control sample.

 


Factsheets

Private investors


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Analysis of the portfolio structure

Factsheet

Asset manager selection
 

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Comparison of fees

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Investment controlling

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