Complementa
Your Investments - Our Expertise

We support clients through all stages of the investment process, drawing on our many years of practical experience and expertise:
We provide independent and personalised support in defining your investment strategy,
manager selection and monitoring of the implementation through customised reporting solutions.

We turn big data
into smart data

We establish transparency and pave the way
for well-founded investment decisions and successful investing.

Investment Reporting

Investment Controlling

Investment Consulting

Investment Accounting

Portfolio Tools

Sustainability ESG-Services

Multi Custody Service

Thanks to our multi custody service, you ensure a first-class information provision and retain optimum flexibility, diversification and scope in your investment organisation.

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Risk Check-up

We publish Switzerland’s largest independent pension fund study with data spanning more than three decades. We shed light on current developments and long-term trends. Participating pension funds profit of an individual analysis including peer comparisons free of charge.

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Fresh Insights

09.09.25

High returns strengthen pension funds and employees

St. Gallen, 9 September 2025 – Pension funds generated an average return of 7.5% last year. The exceptional returns led to a high interest rate of 3.9% on pension capital and an increase in the coverage ratio. Meanwhile, the asset→

24.06.25

Strategic Asset Allocation: Pracitcal Considerations for Alternative Investments

The following article has been published on the CAIA Website on 23 June 2025 Allocations, backdrop and historical development The assets under management in alternative assets such as private equity, infrastructure, and private debt have increased significantly over the past→

11.06.25

European pension funds review global weightings in face of US turmoil

As global markets react to the threat of US tariffs, many European pension funds are looking to rebalance their portfolios and reset their investment policies. European pension funds are evaluating their investment policies after more than a decade in which→