Fresh insights from our industry

We are pleased to invite institutional and professional investors to FINANZ’25, the Swiss Finance Fair for professional investors. It will take place on 2nd and 3rd April 2025 in Hall 550 in Zurich Oerlikon. The team looks forward to welcoming

The following article has been published on CAIA Association Website. Infrastructure Allocations & Backdrop For over a decade until 2022, institutional investors were faced with low interest rates on their fixed income securities [1]. This environment made it increasingly difficult

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

The 8th Sustainable Finance and Impact Investing Conference is taking place at the SIX ConventionPoint in Zurich on 27 February. Thomas Breitenmoser (Head of Investment Consulting/Controlling) will moderate the panel discussion on ‘Sustainable Investing in the Equity Market: Global Dialogue

Coming together is the beginning. Keeping together is progress. Working together is success. Henry Ford Another year draws to a close. We are grateful for the pleasant and trustful cooperation. We wish you a Merry Christmas and a Happy New

A recently published study by Complementa shows that large parts of the returns achieved by institutional investors and the corresponding portfolio volatility can be explained by the investment strategy. However, an investment strategy should not only be defined within an

Swiss pension fund landscape and regulation of alternative assets The Swiss pension system is based on three-pillars. Public pension provisions in the form of a pay-as-you-go scheme (old-age and survivors’ insurance) constitute the first pillar of this pension system. The

On 19th November 2024 the Global Investment Solutions Conference Zurich is taking place at the Dolder Grand. The conference is specifically tailored for professional investors and advisers, focusing on strategies to optimise and enhance client portfolios for maximum growth and

The Outlook on Swiss Real Estate, jointly organised by the CFA Society Switzerland and CAIA Switzerland, will take place in Zurich on 3 October. Complementa’s Andreas Rothacher (Senior Consultant & Head Investment Research) will moderate the panel discussion with Michael