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

Finanzmesse 14.02.25

Invitation to FINANZ’25

We are pleased to invite institutional and professional investors to FINANZ’25, the Swiss Finance Fair for professional investors. It will take place on 2nd and 3rd April 2025 in Hall 550 in Zurich Oerlikon. The team looks forward to welcoming→

04.02.25

Infrastructure Investments for Institutional Investors

The following article has been published on CAIA Association Website. Infrastructure Allocations & Backdrop For over a decade until 2022, institutional investors were faced with low interest rates on their fixed income securities [1]. This environment made it increasingly difficult→

27.11.24

Design and Effect of Different Rebalancing Concepts

A recently published study by Complementa shows that large parts of the returns achieved by institutional investors and the corresponding portfolio volatility can be explained by the investment strategy. However, an investment strategy should not only be defined within an→