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Mission Investing: Anbieter sind startbereit

Artikel in "Die Stiftung Special", November 2015

Dr. Luzius Neubert, Silvia Rudigier

Den Stiftungszweck neben Zuwendungen auch durch geeignete Vermögensanlagen (Mission Investments) zu fördern, ist zeitgemäss und wird auch vom neuen Swiss Foundation Code empfohlen. Vermögensverwalter können vor allem international tätigen Stiftungen Angebote machen. Vielerorts ist das Segment noch im Aufbau.

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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).

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