Fresh insights from our industry
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→
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→
Swiss pension funds are looking at equity investments this year with slightly renewed optimist, remaining cautious, however, on bonds, and cutting down on real estate allocations. Read the full article here read the full article from News _ IPE
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→
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→
Swiss Pensionskassen have been preparing for a challenging environment of rising interest rates, high inflation and capital market volatility, while taking a hit on returns in the first months of the year as a result of the war in Ukraine.→
“For us is important that with the reform, the minimum conversion rate is finally lowered” says Heinz Rothacher (CEO Complementa AG), about the reform proposal dubbed as “middle way” in parliament. Read the full article here, with all of our→
The funding ratio of Swiss pension funds bounced back to 103% in April after declining to 99.8% for a short time at the end of March, according to Complementa’s latest “risk check-up” analysis report. Read the article by IPE Magazine→
Investment & Pensions Europe, December 2018 Looking only at the figures, Swiss Pension funds present a pleasing picture. The investment year 2017 can be regarded as a success: the average return of 7.9 % was higher than any time since→