Fresh insights from our industry
Emerging market equities are widespread in the portfolios of institutional investors. Over 20 years, however, the MSCI Emerging Markets has underperformed the MSCI World. The following article aims to explain reasons for this underperformance. Our analysis shows that the strength→
In 2023, the Magnificent Seven (shares of Apple, Amazon, Alphabet, Nvidia, Meta, Microsoft and Tesla) stood out due to their high performance and increasing weighting in various equity benchmarks. Index concentration has not only risen in the S&P 500 but→
Market development 2023 Due to the strong recovery on the stock markets, Swiss pension funds can look back on a good first half year. In the third quarter, particularly in September, as well as in the first month of the→
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→
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→
The investment mix of pension funds has changed noticeably in recent years and has become riskier. Real estate and alternative investments in particular have risen in importance, as the Complementa risk check-up study shows. However, newly permitted asset classes will→
Swiss pension funds have coped well with the effects of COVID but the pension system needs to be brought up to date. The capital-weighted average funded ratio has risen to its highest level in 20 years Pension funds are being→
Read the press release as of 8 september 2020: in German: Medienmitteilung in French: Communiqué de presse Please proceed here for more information about the Complementa Risk Check-up Study to download the full Study (Risk Check-up 2020, in German).
Information Technology has changed and is still changing at an enormous speed. Having access to large amounts of data in very little time has become taken for granted. Nevertheless, processing big data is still rather complex. How can family Offices→