Fresh insights from our industry
The CAIA Association hosted to the CAIA Day Switzerland 2026 on 20 May 2026 in Zurich. The conference for leading investment professionals, asset managers and institutional investors explored how alternative investments are evolving as core portfolio components in an increasingly→
On May 7, 2026 the SPS Investment Insights Series will take place once again at the Renaissance Zurich Tower Hotel, focussing on ‘Rebuilding Resilient Portfolios in a World of Geopolitical Shifts, and Structural Change’. Complementas Tseten Gyalzur, CFA, CAIA (Senior→
On 15 April, we had the pleasure of welcoming representatives from various institutional investors to a breakfast event devoted entirely to the topic of gold. Following an introduction by Andreas Rothacher (Head of Investment Research), John Reade and Claire Lincoln→
The 9th Sustainable Finance and Impact Investing Conference is taking place at the SIX ConventionPoint in Zurich on 22 April 2026. Thomas Breitenmoser (Head of Investment Consulting/Controlling) will moderate the panel discussion about Generating measurable impact in public fixed income→
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.→
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→
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→
Andreas Rothacher, Senior Consultant and Head Investment Research, spoke to IPE’s Luigi Serenelli about FX hedging and observations regarding Swiss pension funds. Read the article on IPE’s Wesite: Rising equity allocations and a softer dollar are forcing Swiss pension funds→
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→