Governance &
Investment Organisation

Complementa supports establishing the investment organisation and  Good Governance.

Governance & Investment Organisation

We advise on the development of the investment organisation, which includes regulations, concepts, guidelines and management tools, as well as the organisational structure (set-up) with committees, the selection of service providers, and fundamental questions regarding the investment philosophy (e.g. active vs. passive, currency hedging, sustainability).

Workshops

We support the (ongoing) training with courses and workshops. Our team possesses the necessary expertise and extensive practical experience, covering all aspects of investment management.

By practitioners, for practitioners: With this motto in mind, we regularly support trainings by Keller Experten AG for newly elected and experienced members of foundation boards.

Tenders

We provide systematic and practical support in selecting suitable asset managers and products across asset classes. To this end, we have access to extensive databases and sources and assess both quantitative and qualitative factors. We work free from any conflicts of interests and have no preferred providers or solutions.

Second Opinions

To strengthen governance, we support investors with second opinions and an external perspective in areas such as investment strategy, performance, costs, processes, regulations, etc. Drawing on our practical experience and specialist expertise, we cover the full spectrum of investment issues relevant to management and make us of extensive proprietary data and external databases.

Peer Group Analysis

We compare and benchmark the performance and costs of clients against comparable institutional investors, enabling a direct comparison with other actual implementations. Our proprietary database contains thousands of data points from actual portfolios in the market with assets of more than CHF 1,000 billions. As an established and longtime provider of information to management of institutional investors with in-house data processing, we are skilled in preparing homogenous and meaningful peer group analysis.

Sustainability

Every Investor needs to determine the values & principles and define the framework for addressing sustainability. Establishing a common understanding of sustainability is the first key step and the starting point for its implementation within the portfolio. Complementa supports the development and refinement of sustainability strategies through workshops.

By means of an ESG Concept, the shared understanding of sustainability is turned into a verifiable commitment. We translate your values, your principles of action and selection, and the monitoring process into a formal framework, and assess the extent to which adjustments of the investment guidelines are necessary.

To ensure that the framework does not remain a mere piece of paper, we support clients in its tailored implementation within the portfolio.

To assess developments, we prepare ESG reports and sustainability reports for the client’s specific portfolio. This allows to analyse both quantitative and qualitative factors and support senior management throughout the entire process.

Risk Check-up

Every year, Complementa provides pension funds with a detailed, fund-specific analysis as part of its ‘Risk Check-up‘. This service is free of charge. The analysis includes peer comparisons and provides an assessment of the overall situation and basic risk information. We have specifically designed it for the governing bodies of pension funds.