Experience and Expertise
for Professional Investors

As a Swiss pioneer in independent investment reporting and investment controlling, we provide financial and organisational management support to pension funds since our foundation in 1984. Free from conflicts of interest, we identify risks, alternative courses of action and opportunities for optimisation. We work with corporate-sponsored pension funds and collective pension foundations of all sizes.

As seasoned investment specialists, we create added value in the areas of investment strategy and ALM studies, governance and investment organisation (workshops, risk management, manager selection) and by monitoring the implementation (investment controlling).

We operate with our own sophisticated reporting and data infrastructure. This provides transparency and an independent view of complex investment structures, thereby improving governance and decision-making capabilities.

As part of Complementa’s ‘Risk Check-up’ – Switzerland’s longest-running and largest independent pension fund study – we provide all participating pension funds with a detailed, fund-specific analysis free of charge, including comprehensive peer group comparisons and assessments of their current situation.

Single and multi family offices, as well as high net worth individuals, often have assets spread across banks and invested in non-bankable assets.

With our professional multi-custody service, you retain oversight at all times: we consolidate family assets including real assets, limited partnerships and collectables or flexibly support your monitoring process.

The duties of care and loyalty of the Foundation Board entail the prudent management of the foundation’s assets. In this regard, preservation of capital, generation of performance and the distribution of returns must be consistent with the foundation’s objectives.

As an experienced sparring partner, and with the foundation’s objective in mind, we strengthen governance by supporting foundations in defining or revising their investment strategy and investment guidelines, as well as in selecting suitable asset managers and in monitoring them.

Insurers take various internal and external requirements into account when managing their assets (e.g. tied assets / unrestricted assets). Risk management is a key part of the process. We support with bespoke reporting solutions tailored to different recipients, such as asset management, Compliance, Finance and the Board. These include detailed investment reports, support with the Swiss Solvency Test, and risk monitoring. Our experts can help calibrating the investment strategy (ALM study) and are available as sparring partners for investment-related questions.

Our clients include building insurers, health insurers, claim and liability insurers.

We establish transparency and support (inter)national corporations with bespoke reporting solutions in managing complex asset structures. In addition to independent investment reporting, this encompasses headquarter reporting as well.

Complementa consolidates all assets across banks, asset managers and asset classes – including illiquid (non-bankable) assets such as real estate, equity investments or private market investments.

By combining our excellence in investment reporting with our expertise in investment controlling and consulting, we support the qualitative assessment of asset management performance and the evaluation of potential courses of action.

We combine in-house data processing, consolidated reporting and institutional governance to form a management platform for complex asset structures, independent of any bank.

Complementa produces customised investment reports and securities accounting as part of a long-term outsourcing partnership. Banks and asset managers value our certified quality in line with banking standards, our white-labelling options and our tailor-made solutions for end clients.

In addition, specialists in portfolio management use our tools for independent and in-depth ad hoc analysis, as well as for monitoring and managing investments. Complementa operates the software and manages data sourcing, meaning that our clients have no need for an extensive infrastructure of their own.