Fresh insights from our industry
On 23rd November 2023 the CAIA Zurich Chapter will discuss allocation across private capital and real assets: outlook on opportunities and risks. Referring to the current market environment, the focus is to explore the identification of opportunities when building a→
On 21st November 2023 the Global Investment Solutions (GIS) Conference ist taking Place at the Widder Hotel. The conference will start with a financial market outlook panel where the speakers will engage in an in-depth examination of prevailing market trends,→
The Complementa Risk Check-up is conducted annually and provides insights into the Swiss pension fund market. Andreas Rothacher and Ueli Sutter share some of the highlights of their findings. Key Points Swiss pension funds returned 3.7% so far this year,→
One in three Swiss pension funds held more real estate investments than permitted by regulations at the end of last year. They now want to correct things, but the real estate boom has faded. Read the article with comments from→
Nowadays, it is hard to imagine the investment process of institutional investors without considering sustainability. In particular, the decarbonisation of portfolios is a central point of discussion. In this brief overview, we show examples of how sustainability can be taken→
Situation A week ago Friday, the fall of Silicon Valley Bank caused turmoil in the US banking sector. In the course of last week, these distortions spilled over to European banks. Globally, there were significant losses on bank stocks last→
Comment on the report of the Swiss Federal Audit Office of 25 January and the media coverage: Costs are an important aspect for all pension funds nowadays, both in administration and in investment. The supreme body of pension funds must→
Deteriorating economic conditions saw Swiss pension funds return on average -10.7% for the year to end-September. Download the article (IPE November 2022, Country Report Switzerland) The year 2021 was an impressive one for Swiss occupational pension funds, the country’s fully→
Swiss Pensionskassen have been steadily increasing their investment allocations to infrastructure, both domestically and abroad, partially as a result of a separate category within alternative investments introduced in 2020. The trend relating to increasing infrastructure investments has cemented over the→