Complementa Risk Check-up

Since 1995, Complementa annually conducts a comprehensive study on the status of domestic pension funds. Our prestigious study provides valuable insights for pension funds and its management, which is why more than 421 pension funds participated in 2018!

Participating is worth the effort: Besides a copy of the study, we offer each participating pension fund an individual “risk check-up”. All we require are data from the pension funds annual statement. The information is treated confidential.

Participate: proceed to questionnaire in German or in French

 

Study on current situation of Swiss pension funds

Within the representative study, we focus on the health status of the pension fund sector but also on recognizing trends by means of analyzing the extensive data of our 25-year study history.

In 2019, one chapter is dedicated exclusively to questions of real estate in the present market situation.

Sample: previous year’s study (in German)

 

Risk check-up: individual analysis

Each pension fund receives an individual analysis free of charge in return for the study-participation. In addition to essential peer comparisons, elementary risk information is prepared in order to help the pension fund representatives identifying potential threats to pension security at an early stage. Our detailed evaluation is a precious tool for pension fund managers and to assessing the funds financial strategy and situation.

Sample: previous year’s individual analysis in German or in French

 

Event: presentation of findings

Study participants and pension fund managers & executives are going to receive an exclusive invitation to the presentation of results on September 11, 2019 in Zurich. The event offers an exciting program including stand-up lunch. Embrace the opportunity to learn about the study results but also connect and exchange with pension fund peers.

Impressions: presentation of risk check-up study 2018 (in German)

Interim results will be published in various Swiss media in May 2019 and periodically in the magazine ‘Schweizer Personalvorsorge’. If you have any questions, please do not hesitate to contact Jürgen Rothmund or Andreas Niedermann (mailto: riskcheckup@complementa.ch).


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