Fresh insights from our industry
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→
FINANZ’26, the leading trade event for the Swiss financial sector and institutional investors, will take place on 25 and 26 February at the Kongresshaus in Zurich. Complementa will participate in several expert panels as part of the prestigious conference programme.→
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→
Another year is drawing to a close, marked by encounters, shared successes, and valuable connections. We sincerely thank you for the trust you have placed in us and for the pleasant collaboration. For the Christmas season, we wish you moments→
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→
Andreas Rothacher (Senior Investment Consultant and Head Investment Research at Complementa) actively participated in the Global Investment Solutions Conference held in London on 16 October 2025, discussing the following topics with other panel guests on stage for the live audience:→
Swiss pension funds are reducing allocations to global government bonds, a cornerstone of fixed income portfolios, amid mounting concerns about sovereign debt extending from the US to the euro one core. Read the article by Luigi Serenelli on IPE’s Wesite→
St. Gallen, 9 September 2025 – Pension funds generated an average return of 7.5% last year. The exceptional returns led to a high interest rate of 3.9% on pension capital and an increase in the coverage ratio. Meanwhile, the asset→