Investment Consulting and Investment Controlling for Sovereign Wealth Funds

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At a Glance

Operating as an investment consultant and investment controller for several sovereign wealth funds
Broad range of consulting services for sovereign wealth funds regarding the institutional asset investments (investment strategy, investment organization, portfolio structure, asset manager selection, investment consulting, investment controlling)

Sovereign Wealth Funds

Sovereign wealth funds are a large and important group of institutional investors. Their aims, needs and strategies are very different. Sovereign wealth funds basically tend to transfer their existing assets from the present to the future generation.

Investment Strategy, Asset Manager Selection and Investment Controlling

We offer a broad range of consulting services for sovereign wealth funds:

Investment strategy: Definition of their investment strategy.
Asset manager selection: Support in selecting asset managers and global custodians. PPCmetrics has great expertise in all asset classes such as equities, bonds, mixed mandates, and alternative investments as well as long-standing practical experience through successfully concluded public invitations to tender.
Analysis of portfolio structure: Analysis of possible risks of the implemented products, evaluation of asset management fees, and recommendations about the investment style and mandate structure.
Investment organization: Analysis of governance, organizational structure, investment process as well as development of investment guidelines and specifications according to the legal requirements.
Investment controlling: Independent monitoring on the three levels of strategy controlling, controlling of investment tactics, and controlling of investment mandates or asset managers.
Research: Research on various topics such as peer group comparisons, performance comparisons, cost analyses, etc.

Contact

Dr. Andreas Reichlin
Partner
Contact

Dr. Stephan Skaanes
Partner
Contact

Publications

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.

Home Bias – Swiss Pension Fund Experience

Common Pitfalls of RFPs

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.

In Search of New Risk Premia

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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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