Pension Fund Study & Risk Check-up

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Overview

Since 32 years Complementa annually conducts a comprehensive study on the status of Swiss pension funds. Our prestigious pension fund study provides valuable insights for pension funds and its management, which is why 460 pension funds participated in 2025 (representing assets of more than CHF 940 billion)!

Every pension fund receives a free individual analysis. An event is held to present the study to an industry audience.

Participate

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 confidentially and evaluated anonymously.
Please return the completed questionnaire to riskcheckup@complementa.ch.

Download: Get the questionnaire here.

Pension Fund Study

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 31-year study history.

Our study also sheds light on a yearly changing special topic. In 2026, we will focus on Illiquidity.

Download: get the pension fund study 2025 (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.

Download: sample of an individual analysis (risk check-up), available in German or in French.

Event

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

Impressions: Event 2025

Confidentiality

All information is treated as confidential and analysed anonymously. This remains unchanged for this year, too.

Timeline

The schedule of the Risk Check-up 2026 is as follows:

• Start of data collection: Mid-March 2026
• Start of individual assessment distribution: May 2026
• End of data collection: Mid-July 2026
• Presentation of the complete study: September 2026

Press & Media

Results of the pension fund study are presented to media representatives on several occasions. You can find a selection of the coverage on our news page or in the industry magazine ‘Schweizer Personalvorsorge’.

Press: Download the statement as of 6 May 2026 in German or in French.

Contact

If you have any questions, please do not hesitate to contact the study team (Andreas Rothacher, Ueli Sutter & Oliver Gmuender)

Contact: riskcheckup@complementa.ch

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