Pension Fund Study & Risk Check-up

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Overview

Since 30 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 some 440 pension funds participated in 2023 (equivalent to CHF 760+ billion in total assets)!

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.

Download: The questionnaire is available here (in German and French).

 

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 30-year study history.

Our study also sheds light on a yearly changing special topic. In 2024, we will focus on the topic “Negative to positive: What pension funds need to watch out for in the new interest rate environment”.

 

Download: get the pension fund study 2023 (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 will be invited exclusively to the presentation of results in Zurich in September. An exciting program including lunch provides 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: Event 2023

 

Confidentiality

All information is treated as confidential and analysed anonymously. This has not changed this year either.

 

Timeline

The following is an overview of important dates for the Risk Check-up 2024:

  • March 2024: Start of data collection
  • May 2024: Delivery of individual analyses to each pension fund
    (as soon as the data basis is sufficiently representative)
  • Mid-July 2024: End of data collection
    (Deadline for participation)
  • 5 September 2024: Presentation of the results in Zurich
    (with personal invitation)

 

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 press release as of 6 May 2024 in German or in French.

 

Contact

Team Pensionskassen-Studie

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

Contact: riskcheckup@complementa.ch

 


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