Fresh insights from our industry
The following article has been published on the CAIA Website on 23 June 2025 Allocations, backdrop and historical development The assets under management in alternative assets such as private equity, infrastructure, and private debt have increased significantly over the past→
As global markets react to the threat of US tariffs, many European pension funds are looking to rebalance their portfolios and reset their investment policies. European pension funds are evaluating their investment policies after more than a decade in which→
On 5 June, Citywire hosted its Private Markets Forum at the Mandarin Oriental in Zurich. The event featured a discussion between Andreas Rothacher (Head of Investment Research at Complementa), Ioannis Galetsas (Head of Illiquid Assets at Zurich Insurance) and Rafael→
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→