Complementa
Your Investments - Our Expertise

Professional investors rely on our expertise along the investment process
in planning, organizing, consolidated reporting and monitoring.

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

20.02.24

Index concentration on the global equity markets

In 2023, the Magnificent Seven (shares of Apple, Amazon, Alphabet, Nvidia, Meta, Microsoft and Tesla) stood out due to their high performance and increasing weighting in various equity benchmarks. Index concentration has not only risen in the S&P 500 but

03.11.23

Difficult 2022, recovery in 2023

The Complementa Risk Check-up is conducted annually and provides insights into the Swiss pension fund market. Andreas Rothacher and Ueli Sutter share some of the highlights of their findings. Key Points Swiss pension funds returned 3.7% so far this year,

13.07.23

Swiss Pension Funds Cross Real Estate Boundaries

One in three Swiss pension funds held more real estate investments than permitted by regulations at the end of last year. They now want to correct things, but the real estate boom has faded. Read the article with comments from