Fresh insights from our industry
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→
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→
The entire Complementa team wishes a happy Easter and sunny, relaxing spring days!
Complementa has started collecting data for the Risk Check-up 2024. We invite pension funds to take part in the study and thus receive a free individual analysis of the pension fund. All that is needed is the 2023 annual statement.→