Complementa – Your Investments. Our Expertise – Professional investors rely on our expertise along the investment process in planning, organizing, consolidated reporting and monitoring.

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

ALM Studies

ALM study with dual expertise: We take into account the development of financing requirements and test suitable investment strategies that utilise the risk budget.

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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.

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.

Fresh Insights

25.03.26

Start of data collection for Risk Check-up 2026

Complementa has started collecting data for the Risk Check-up 2026. We invite pension funds to take part in the study and thus receive a free individual analysis of the pension fund. All that is needed is the 2025 annual statement.→

24.03.26

Swiss pension funds warned of liquidity risks as alternatives allocations climb

Andreas Rothacher, Head Investment Research, spoke to IPE’s Luigi Serenelli about rising liquidity risks as alternatives allocations climb for Swiss pension funds. Read the article on IPE’s Wesite: Urges stricter liquidity planning are forcing Swiss pension funds to rethink their→

02.02.26

No Exit, No Problem? How Asset Owners Can Tame Illiquidity Risk

The allocation to alternative assets such as private debt and infrastructure has increased significantly over the past decade. This development is not limited to portfolios of institutional investors. Wealth management clients are increasingly flocking to private assets too. This is→