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Schweizer PKs: Beim Anlagethema Immobilien kommt es auf die Verpackung an

Artikel in "IPE Investment & Pensions Europe", Februar 2019

Durch die Turbulenzen auf den Kapitalmärkten vor allem im letzten Quartal liegt es in der Natur der Sache, dass börsennotierte Immobilienanlagen einen negativen Performancebeitrag leisteten. Allerdings gab es auch hier Unterschiede, wie die Schweizer Beraterfirma PPCmetrics in ihrer neuen Studie "Anlagestrategien 2018" hervorhob: "Immobilienaktien wiesen höhere Renditen aus als Immobilienfonds, die an der Börse notiert sind."

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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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