Fresh insights from our industry
Many pension funds and other major allocators in the region have nascent private credit portfolios. Global competition means that middle market direct lending is increasingly crowded. And many institutions lack the teams or risk profile to move into more specialist→
Swiss pension funds are reassessing their exposure to US dollar-denominated assets in light of rising hedging costs, growing concerns over US fiscal policy, and increasing national debt levels. Speaking during a conference call hosted by consultancy Complementa this week, Andreas→
CFA Society Switzerland and CAIA Zurich hosted a joint event on infrastructure investments in Zurich on May 6, 2025. Thomas Breitenmoser (Head of Investment Consulting/Controlling, Complementa) provided guests with a brief overview of infrastructure as an asset class and then→
On 2 April, Complementa welcomed representatives from various institutional investors to a breakfast event in Zurich. The event focused on knowledge transfer and the exchange of experiences regarding gold investments. Following an introduction by Andreas Rothacher (Head of Investment Research),→
Complementa has started collecting data for the Risk Check-up 2025. 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 2024 annual statement.→
The CAIA Association invites you to the Alternative Investments Conference 2025. The free event will take place on 27 March 2025 at the Mandarin Oriental Savoy in Zurich. The conference for leading investment professionals, asset managers and institutional investors is→
On April 3rd 2025 the Swiss Pension Funds & Institutional Investors’ Summit will take place at the Renaissance Zurich Tower Hotel. The full day conference held in English is aimed at pension funds and institutional investors from the DACH region.→
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→
From 2014 to 2022, Swiss pension schemes’ allocation to fixed income investments fell from 39.2% to 31.7% Read the article by Luigi Serenelli on IPE’s Website. Falling interest rates and yields on Swiss franc-denominated bonds will likely nudge pension funds→