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 437 pension funds participated in 2019!

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 current health status of the pension fund sector but also on recognizing market trends by means of analyzing the extensive data of our 25-year study history.

In 2020, the special topic (one chapter) is dedicated exclusively to the question “Is the 2nd pillar ready for the future?” We are looking forward to your answers (in the questionnaire).

- Press release (in German) or Communiqué de presse (in French) as of 8 May 2020

- Download the 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: Individual analysis 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 stand-up 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 2019 (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’.

 

Questions

If you have any questions, please do not hesitate to contact the study team (mailto: riskcheckup@complementa.ch).


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