Switzerland: Pensions and Investment News and Analysis
Latest news and analysis of pensions, asset management, regulation and trends in Switzerland from our award-winning journalists.
Swiss government reviews first and second pillar pensions
In the second pillar, the reviewed ordinance clarifies the definition of pensioners’ portfolios
UBS to examine integration of Credit Suisse pension fund
Credit Suisse Pensionskasse has a funding ratio of 124.2%, CHF17bn assets under management, and over 16,000 members
Swiss schemes to start engagement on biodiversity, nature protection via Ethos
The Ethos Engagement Pools Switzerland will also focus on promoting diversity and equal pay within companies
Switzerland pensions report 2023: funds consider next move with UBS and Credit Suisse
Fears of market concentration in asset management and custody services are leading Swiss Pensionskassen to rethink relations with the enlarged UBS
GAM partners with Investcorp-Tages, transfers UK equity income team
Announcement comes after failed takeover of the Swiss asset manager by Liontrust
Swiss pension funds’ alternatives achieve better returns at higher costs
Last year best-performing pension funds invested 10.2% in alternatives compared with 5.6% invested by the worst-performing, says Swisscanto
Publica uses democracy index to invest in government bonds
The scheme excludes countries violating basic democratic principles
Pension funds ride out the macro uncertainty
European institutions reflect on their priorities for 2024, as the fundamental questions about inflation and the impact of higher interest rates remain unanswered
Analysis: Reform of the AT1 bond market
UBS starts selling AT1 bonds for the first time since Credit Suisse takeover
Publica tenders €2bn in corporate bonds mandates via IPE Quest
Tender is for two passive or enhanced passive corporate bond mandates – one for European and the other for US bonds
Swiss groups slam government’s decision to increase minimum interest rate
The Swiss Employers’ Association considers the increase unjustified and says minimum interest rate should have been well below the limit of 1%
Swiss scheme expands exclusion policy to oil and gas companies
The pension fund has 439 companies on its exclusion list as of September this year
Swiss pension fund industry expects regulator to amend improved benefits definition
The definition creates false incentives to determine technical interest rates
Swisscom calls on investment industry to boost domestic start-ups
20 institutional investors have allocated capital to Swisscom’s funds raising CHF375m
Swiss pension funds likely to re-tender mandates following UBS/Credit Suisse merger
Schemes want to make sure that market competition will remain robust in the longer term
Switzerland pensions report 2023: funds consider next move with UBS and Credit Suisse
Fears of market concentration in asset management and custody services are leading Swiss Pensionskassen to rethink relations with the enlarged UBS
Swiss Pensionskassen strengthen their stewardship role
Swiss pension funds are broadening their proxy voting and exclusion policies while joining efforts to engage on real estate and biodiversity
Ethos makes active use of voting rights
Ethos CEO Vincent Kaufmann speaks to Luigi Serenelli about the Swiss Foundation for Sustainable Development, which is composed of 252 pension funds and public utility foundations. Ethos was founded in 1997 and aims to promote socially responsible investment by its active participation in company AGMs
Asset allocation for Swiss pension funds: end to the drift away from bonds?
Markets and a growing familiarity with alternative assets have seen portfolio structures move slightly last year but despite the rise in interest no sudden movements are expected
Swiss pensions: difficult 2022, partial recovery in 2023
The Complementa Risk Check-up is conducted annually and provides insights into the Swiss pension fund market. Andreas Rothacher and Ueli Sutter share some of the highlights of their findings
Swiss retirement is becoming more flexible
Swiss pension funds are starting to offer members greater flexibility in how they access their retirement savings in their old age
Real assets at the core for Migros Pensionskasse
Christoph Ryter (pictured left) and Stephan Bereuter of Switzerland’s Migros Pensionskasse tell Luigi Serenelli about the fund’s asset allocation strategy and guiding sprit of self reliance
Trust will matter in light of market dominance of UBS in Swiss institutional business
One of the most important aspects of the downfall of Credit Suisse and the subsequent takeover by UBS is that loss of trust comes at the highest possible cost
Swiss pension schemes see funding ratios decline in Q3
Commodities help sustain returns as situation in oil market remains tense, says Swisscanto
Copyright © 1997–2023 IPE International Publishers Limited, Registered in England, Reg No. 3233596, VAT No. 685 1784 92. Registered Office: 1 Kentish Buildings, 125 Borough High Street, London SE1 1NP