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 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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40 Years Complementa

Complementa was founded in 1984 as Switzerland’s first independent investment controller and performance measurer. It began with the vision of supporting institutional investors in their core task of financial management. Read more about the history here.

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Fresh Insights

19.09.24

Outlook on Swiss Real Estate

The Outlook on Swiss Real Estate, jointly organised by the CFA Society Switzerland and CAIA Switzerland, will take place in Zurich on 3 October. Complementa’s Andreas Rothacher (Senior Consultant & Head Investment Research) will moderate the panel discussion with Michael→

04.09.24

A volatile but good investment year in 2023, which is continuing in 2024

2023 was a volatile investment year for pension funds, characterized by geopolitical tensions and international central banks’ continuing tight monetary policy. Pension funds were able to achieve an average return of 5.2% last year. 2024 has also been going well→

03.04.24

Emerging market equities: performance compared to developed markets

Emerging market equities are widespread in the portfolios of institutional investors. Over 20 years, however, the MSCI Emerging Markets has underperformed the MSCI World. The following article aims to explain reasons for this underperformance. Our analysis shows that the strength→