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Your Investments • Our Expertise

We provide independent support to institutional investors at every stage of the investment process,
drawing on our many years of practical experience and expertise.
We establish transparency and build the foundations for well-informed decisions and strong governance.

Your Investments • Our Expertise

ALM & Investment Strategy

Governance & Investment Organisation

Investment Reporting & Securities Accounting

Investment Controlling

Multi Custody Services

Asset Classes Centres of Excellence

ALM Studies

ALM study with dual expertise: We take into account the development of financing requirements and test suitable investment strategies that utilise the risk budget.

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Risk Check-up

We publish Switzerland’s largest independent pension fund study with data spanning more than three decades. We shed light on current developments and long-term trends. Participating pension funds profit of an individual analysis including peer comparisons free of charge.

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Multi Custody Service

Thanks to our multi custody service, you ensure a first-class information provision and retain optimum flexibility, diversification and scope in your investment organisation.

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Fresh Insights

08.09.26

Employees benefit more than usual

Swiss pension funds achieved an average return of 6.3% last year. The positive result led to a high interest rate of 4.3% on pension capital and an increase in the average coverage ratio to 114.4%. The bond allocation reached a→

24.03.26

Swiss pension funds warned of liquidity risks as alternatives allocations climb

Andreas Rothacher, Head Investment Research, spoke to IPE’s Luigi Serenelli about rising liquidity risks as alternatives allocations climb for Swiss pension funds. Read the article on IPE’s Wesite: Urges stricter liquidity planning are forcing Swiss pension funds to rethink their→

02.02.26

No Exit, No Problem? How Asset Owners Can Tame Illiquidity Risk

The allocation to alternative assets such as private debt and infrastructure has increased significantly over the past decade. This development is not limited to portfolios of institutional investors. Wealth management clients are increasingly flocking to private assets too. This is→