All Complementa articles
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NewsBasel pension fund raises equity, CHF bond allocations for 2025
PKBS is exiting its ILS holdings, reallocating capital to conventional fixed income and domestic real estate
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AnalysisSwiss pensions curb exposure to US dollar assets amid debt, policy concerns
Publica, Switzerland’s largest pension fund, has already underweighted US equities and is currently reviewing its overall investment strategy
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NewsCredit Suisse Pensionskasse pushes real assets allocation target by CHF1bn
The pension fund now holds 51.3% of its CHF17.6bn in total assets in real assets
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NewsSwiss pension funds eye domestic private equity despite challenges
Consultant says Swiss pension funds might consider Swiss private market allocations as a ‘satellite’ exposure
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NewsSwiss pension funds unmoved by political scrutiny of US banks
Erratic or aggressive behaviour by US government poses investment risk for Swiss pension funds dealing with increasing market volatility, says Complementa
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NewsGold market, equities up returns for Migros Pensionskasse
The scheme saw assets under management go up by CHF1.2bn year-on-year in 2024 to CHF29.4bn
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NewsSwiss pension funds make the case for gold allocation in bull market
Swiss schemes usually hold between 3% and 5% of total assets under management in gold
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NewsSwiss schemes nudged to cut fixed income amid low interest rates
From 2014 to 2022, Swiss pension schemes’ allocation to fixed income investments fell from 39.2% to 31.7%
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NewsCompenswiss rebuffs security concerns over custodian appointment
The mandate given to State Street does not cover the transfer of assets to a single country or the management of the first pillar’s assets
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AnalysisIPE DACH Briefing: Swiss pension funds contemplate low interest rate scenarios
Plus: Swiss vote on second pillar reform; Germany’s own reform; ESMA’s guidance
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NewsSwiss pension funds bypass strategies to boost IG bonds allocations
Bonds are losing appeal for Swiss pension schemes compared to short-term money market investments
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NewsZürcher Kantonalbank buys consultancy Complementa
Markus Wirth, currently head of custody at Zürcher Kantonalbank, will become the new Complementa CEO
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AnalysisSwiss-based managers assess potential of emerging investment opportunities
Switzerland-based asset managers share insights on investments with a view to the latest trends in the pension industry
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NewsSwiss schemes turn to corporate bonds as currency hedging costs rise
Currency hedging costs in the bond markets US and EU government bonds less attractive for the pension funds, says Complementa
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AnalysisSwiss pension funds hold onto private equity investments
Schemes stick to strategic quotas, pushing back on government plans to support local economy
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NewsSwiss schemes face higher national debt in medium to longer term, says Complementa
Plus: Pensionskasssen Monitor published by Swisscanto saw funding ratios of private pension funds increase from 110.1% in 2022 to 114.9% in 2023
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NewsSwiss pension funds increase equity, cut real estate investments
Schemes will likely continue to anchor Swiss and foreign real estate to investment strategies
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NewsSwiss pension funds topped up rates despite losses, assets fall – study
Complementa also says one in five pension funds plan to increase their bond allocation
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AnalysisAnalysis: UBS/Credit Suisse pension funds merger
To protect beneficiaries of both pension schemes, a precondition for the merger is that the pension funds have at least in principle an ‘equal’ funding ratio
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NewsDACH roundup: BaFin approves Complementa’s advisory services in Germany
Plus: Pension liabilities of Swiss largest firms shoot up; German Pensionskassen free from additional guarantee reserves
