Values Complementa stands for

Complementa is an experienced and reliable partner of institutional investors and Family Offices and supports investors in planning, designing and monitoring investment and financing processes. The objective analyses of our financial experts are relied upon by managers in domestic and international markets in the management of assets and serve to maintain an overview even in turbulent market phases. We illuminate complex asset structures, create transparency and generate a clear and comprehensible organization of all assets for our clients. We have been measuring and assessing performance for soon 40 years.

As an independent, owner-managed enterprise (100% privately owned), Complementa operates free of conflicts of interest. The lasting benefits for our clients are always at the center of our attention. We exclusively represent the interests of our clients, work on the basis of scientific principles and are only remunerated by clients for services rendered.

Our actions are guided by the highest ethical standards as well as social and ecological principles. To this end, our employees adhere to a comprehensive internal policy framework and sign the ASIP Charter each year.

Selected consultants with an advisory function are also recorded in the register for investment advisors according to Art. 31 FIDLEG. The ratio of female to male employees is 42% women, 58% men. Complementa is committed to equal pay and equal opportunities, regardless of gender, origins or beliefs.

One of our corporate values is to assume responsibility towards our employees, customers, suppliers and partners. In our eyes, this is the basis for long-term corporate success. We are careful stewards of the environment and of resources, promote training and continuing education, and work as a team with dedication and integrity to bring solutions for the future. We make donations to several charitable organisations every year.

We support the development of Swiss Pension Funds through memberships and activities in the following associations: Swiss Pension Fund Association (ASIP), Swiss Association of Investment Consultants (SWIC), Innovation Zweite Säule (IZS) and through the patronage of the association BVG Auskünfte. By means of our regular Pension Fund Study, we equally contribute significantly to the long-term stability of the second pillar of the Swiss pension system.