Latest news and analysis of pensions, asset management, regulation and trends in Switzerland from our award-winning journalists.
Fears of market concentration in asset management and custody services are leading Swiss Pensionskassen to rethink relations with the enlarged UBS
Pension fund/entity | Assets (€’000)
©IPE Research; See IPE’s Top 1000 Pension Funds for the full ranking
Sources: Pension assets - IPE research; Occupational pension assets as % of GDP - OECD June 2022; Working population, data as of end 2021 - World Bank; Projected old-age dependency ratio 2050 per 100 people - Eurostat 2021; gross average replacement rate - OECD Pensions at a Glance, 2021; Asset Allocation - OECD Pension Funds in Fugures, June 2022
New thresholds affect almost all members and employers, leading to higher costs for occupational pensions and additional administration
Stiftung Auffangeinrichtung BVG says would record lower losses of around CHF3m per year following the reduction of the conversion rate
‘We are not activist investors,’ says AMAS CEO
CFA Society Switzerland position paper sets recommendations to fine-tune the investment governance of Swiss pension funds
Swiss pension funds achieved average net returns of 5.1% in 2023, according to Swisscanto
Company | Assets (€m)
As at 30.6.23, *31.8.23, **30.9.23
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Switzerland’s bottom-up approach to sustainable investing and ESG reporting rules seems to be travelling in the opposite direction to the path chosen by the EU.
New thresholds affect almost all members and employers, leading to higher costs for occupational pensions and additional administration
Stiftung Auffangeinrichtung BVG says would record lower losses of around CHF3m per year following the reduction of the conversion rate
Bundesrat on first pillar pension system, KENFO, CERN, and Switzerland’s AMAS on stewardship
‘We are not activist investors,’ says AMAS CEO
CFA Society Switzerland position paper sets recommendations to fine-tune the investment governance of Swiss pension funds
Swiss pension funds achieved average net returns of 5.1% in 2023, according to Swisscanto
LUPK’s funding ratio rose by 3.8 percentage points year-on-year, from 105.9% in 2022 to 109.7% in 2023
Four European pension schemes outline their activity in the private credit market
Switzerland’s bottom-up approach to sustainable investing and ESG reporting rules seems to be travelling in the opposite direction to the path chosen by the EU.
The searches are for emerging market debt and US high yield bonds, considering both active and passive options