Fresh insights from our industry
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→
2023 was a volatile investment year for pension funds, characterized by geopolitical tensions and international central banks’ continuing tight monetary policy. Pension funds were able to achieve an average return of 5.2% last year. 2024 has also been going well→
Complementa AG has been supporting Zürcher Kantonalbank (ZKB) with investment reporting services since 2006 and has become an important partner of the bank. ZKB took over Complementa with effect from 26 July 2024. The bank is thereby consolidating its significant→