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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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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

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→

13.01.26

High interest rates for employees in 2025

Pension funds have successfully concluded another challenging investment year. On average, pension funds recorded a return of 5.9% in 2025. This corresponds to investment returns of CHF 70 billion in the second pillar. The situation regarding interest rates for employees→

19.11.25

Investors beware: Your portfolio may be less diverse than you realize

Big-name stocks dominate global equity indices, creating hidden risks for investors. Here are strategies to mitigate concentration and volatility. Read the article on the IMD-Website or download the PDF here. Investments through passive index funds may not be as diversified as→