Complementa Risk Check-up

Download: Get your electronic copy of our latest pension fund study (in German)!

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 around 440 pension funds participated in 2021 (equivalent to CHF 780 billion in total assets)!

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.

The data collection for the Risk Check-up 2021 has been completed.
Please contact for an individual analysis.


Study on current situation of Swiss pension funds

Analyse der Geschäftsberichte von Pensionskassen 2021Within the representative study, we focus on the current health status of the pension fund sector but also on recognizing market trends by means of analyzing the extensive data of our 27-year study history. Download the study here (Risk Check-up 2021, in German).

Our study also sheds light on a yearly changing special topic. In 2021, we will draw insights from a comparison of European pension schemes.

Press release: download the press release of 7 September 2021 in German or in French.


Risk check-up: individual analysis

Peer Group Analyse PensionskassenEach 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. Download a sample in German or in French.


Event: Presentation of findings

Study participants and decision-makers from pension funds will be invited exclusively to the presentation of results in Zurich in September. An exciting program including lunch will provide an excellent setting to interpret the results, discuss the study’s special topic in depth and exchange ideas & experiences with peers from other pension funds.

Impressions: Presentation 2020 (in German)


Our study in the media

Results of the study are being published in various Swiss media in May and September and periodically in the magazine ‘Schweizer Personalvorsorge’.



If you have any questions, please do not hesitate to contact the study team

Pour accéder à la page en français, veuillez cliquer ici.

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