Social Media

PPCmetrics publications – generating new insights

Home > Publications > Our Publications

2ème pilier 2020 analyse des rapports annuels des caisses de pensions

Etude PPCmetrics

Luca Barenco, Alfredo Fusetti, Adrian Imhof, Manuel Scheiwiller, Dr. Stephan Skaanes

Pour la 6ème fois consécutive, PPCmetrics publie son analyse des rapports annuels des caisses de pensions. La situation des institutions de prévoyance suisses est d’un grand intérêt pour les assurés, le public et les responsables des caisses de pensions. En complément aux indicateurs présentés l’année dernière, cette publication comprend un sous-chapitre concernant la nouvelle directive technique pour la détermination du taux d'intérêt technique (DTA 4). Par ailleurs, le thème prépondérant de l’année 2020 est le coronavirus et ses effets. Un chapitre spécial traite ainsi de l'évolution des marchés financiers en 2020.

Connect

YouTube

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/.

We use cookies on this website in order to improve its usability. By using this site, you agree to this. For additional information please see our Privacy Policy.