Fresh insights from our industry
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→
The 9th Annual Switzerland Institutional Forum will take place between 30 September and 1 October 2025 at Baur au Lac in Zurich. The event features a discussion on portfolio construction, led by Andreas Rothacher (Head Investment Research) with: Dr. Andreas→
The Private Debt Investor DACH Forum 2025 will take place on 14th and 15th October at the Hilton Munich City. Eberhard Schwarz (Managing Director, Complementa GmbH) will discuss the growing appeal of asset backed lending with Udai Bishnoi (Global Head→
The following article has been published on the CAIA Website on 23 June 2025 Allocations, backdrop and historical development The assets under management in alternative assets such as private equity, infrastructure, and private debt have increased significantly over the past→
As global markets react to the threat of US tariffs, many European pension funds are looking to rebalance their portfolios and reset their investment policies. European pension funds are evaluating their investment policies after more than a decade in which→
On 5 June, Citywire hosted its Private Markets Forum at the Mandarin Oriental in Zurich. The event featured a discussion between Andreas Rothacher (Head of Investment Research at Complementa), Ioannis Galetsas (Head of Illiquid Assets at Zurich Insurance) and Rafael→
Many pension funds and other major allocators in the region have nascent private credit portfolios. Global competition means that middle market direct lending is increasingly crowded. And many institutions lack the teams or risk profile to move into more specialist→
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→
CFA Society Switzerland and CAIA Zurich hosted a joint event on infrastructure investments in Zurich on May 6, 2025. Thomas Breitenmoser (Head of Investment Consulting/Controlling, Complementa) provided guests with a brief overview of infrastructure as an asset class and then→