Complementa’s Risk Check-up was introduced with the aim of providing pension funds important information about their positioning in the 2nd pillar system. Ever since 1995, Swiss and Liechtenstein pension funds receive, once a year, the opportunity to analyze their financial situation and risk capacity against other pension funds. The very first study was published after the Swiss real estate crisis in the 1990s, when pension funds were facing heavy losses due to the price collapse in real estate.
As against other surveys Risk Check-up participants profit from three key components free of charge:
Participating pension funds can obtain a free analysis of their financial situation and in particular, of their investment strategy’s risk characteristics. Each participating fund receives a brief and individual evaluation.
Overall study “Risk Check-up”
Each year, the comprehensive study offers a professional readership and the general public a representative analysis of the state of Switzerland’s independent pension funds.
Risk Check-up event
All participants get an exclusive invitation to the publication event of the overall study in the second half of the year in Zurich. The event offers an excellent occasion to discuss the recent research results and network with other pension funds.
Since the risk check-up is especially addressed to Swiss and Liechtenstein pension funds, all documents are available in either German or French. If you need special information in English please contact us directly at [protected link].
The overall study as well as an example of an individual analysis for a demo pension fund in German can be downloaded using the links below:
If you have further questions please contact us:
Jürgen Rothmund & Andreas Niedermann
Telephone: +41 71 313 84 84
Facsimile: +41 71 313 84 85
Email: [protected link]
Risk Check-up Archive