Switzerland: Pensions and Investment News and Analysis
The financial situation of the compensation fund AHV, the largest of the three under management of public institution Compenswiss, will deteriorate in the years to come. Therefore, the government and the parliament are trying to find funding sources to keep AHV’s funding ratio in balance until 2040. The occupational pension supervisor OAK BV will keep a close eye on multi-employer pension funds to make sure they have enough reserves to fend off market turbulences, while ESG reporting standards for Pensionskassen turn the focus on quality.
Pension Funds in Switzerland - Country Report
Switzerland country report 2024: The trouble with Swiss second-pillar pension reform
Attempts to reform occupational pensions continue to fail, risking undermining public trust. But pension funds have already been making their own pragmatic changes
TOP SWISS PENSION FUNDS 2024
Pension fund/entity | Assets (€’000)
- Compenswiss/Swiss Federal Social Security Funds | 45,603,811
- PUBLICA | 43,640,320
- Kanton Zürich (BVK) | 42,843,506
- UBS Pensionskasse | 30,635,160
- Migros (MPK) | 30,597,045
©IPE Research; View the Top 1000 European Pensions Funds 2024 for a comprehensive market overview
Swiss large corporate pension funds eye private markets for higher returns
A large number of pension funds linked to SMI and SLI firms are already investing the maximum 15% in alternatives
Swiss government opens door to repos for pension funds
Switzerland has launched a consultation to amend occupational pension regulations (BVV 2) to permit repo transactions for the first time
Norway, Ireland, Denmark climb in 2025 retirement-security ranking
Smaller countries can more easily reach consensus on key issues affecting pensioners, Natixis observes
Swiss pension funds scale back global government bond exposure
Boards of Swiss pension funds are debating whether government bonds can still play the role of safe haven, says consultancy Complementa
Swiss pension funds warned on equity, bond concentration risks
‘Portfolio diversification remains the cornerstone of any investment strategy,’ says PPCmetrics
TOP MANAGERS: SWISS INSTITUTIONAL ASSETS
Company | Assets (€m)
- Zürcher Kantonalbank | 259,829*
- UBS Asset Management | 257,813[1]
- Swiss Life Asset Management | 131,028
- Pictet Asset Management | 72,132*
- AXA Investment Managers | 66,904
- BlackRock | 55,609
- Record Currency Mangement | 53,436***
- Vontobel | 51,459*
- Mesirow Currency Management | 47,619**
- Baloise Asset Management | 38,295
As at 30.6.24, *31.8.24, **30.9.24 ***28.6.24
[1] Excludes Credit Suisse Asset Management AUM
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IPE BEST PENSION FUND IN SWITZERLAND AWARD WINNERS
- 2023 - Pensionskasse Manor
- 2022 - CERN Pension Fund
- 2021 - Pensionskasse Bosch Schweiz
- 2020 - Pensionskasse Manor
- 2019 - CPEG, Caisse de prévoyance de l’Etat de Genève
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Swiss pension funds reform second-pillar pensions from the bottom up
September’s referendum on the reform of second-pillar pensions demonstrates that comprehensive proposals engineered from the top down don’t always bring the expected results. The latest proposal was roundly defeated by two thirds of the electorate.
Swiss large corporate pension funds eye private markets for higher returns
A large number of pension funds linked to SMI and SLI firms are already investing the maximum 15% in alternatives
Swiss government opens door to repos for pension funds
Switzerland has launched a consultation to amend occupational pension regulations (BVV 2) to permit repo transactions for the first time
Norway, Ireland, Denmark climb in 2025 retirement-security ranking
Smaller countries can more easily reach consensus on key issues affecting pensioners, Natixis observes
Swiss pension funds scale back global government bond exposure
Boards of Swiss pension funds are debating whether government bonds can still play the role of safe haven, says consultancy Complementa
Swiss pension funds warned on equity, bond concentration risks
‘Portfolio diversification remains the cornerstone of any investment strategy,’ says PPCmetrics
Negative interest rates squeeze Swiss pension funds
Liquidity remains essential for pension funds, says Complementa’s Andreas Rothacher
Deloitte’s reform ideas for Swiss pensions face pushback from ASIP
Doubling AHV’s assets to CHF100bn (€107bn), while maintaining returns over time, would generate CHF2bn more in investment income, says consultancy
Swiss pension commission recommends minimum interest rate remain unchanged
Suggestion draws criticism from trade unions while employers welcome the cautious stance amid market uncertainty
AHV’s financial outlook improves but deficit to remain
Swiss federal social insurance office now sees Swiss first pillar rund recording smaller deficits in 2035 and 2040
IPE DACH Briefing: DC plans gain momentum in Germany
GEW, an education trade union, decided to join existing social partner models to DC pension plans for employees in private schools and universities
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