Switzerland: Pensions and Investment News and Analysis
The country’s direct democracy has a lot to say about pensions in what is Europe’s third-largest pension market. A March 2024 referendum backed a higher state pension – the only issue is financing the hike, a problem the government is currently grappling with. A referendum on 22 September 2024 centres on a proposal to boost workplace pensions by maintaining benefits and protecting lower paid and part-time workers. It will lower pension accrual and increase contributions. The central motion has been backed by government, parliament, employers and the pension association ASIP, but not by unions.
Pension Funds in Switzerland - Country Report
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
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 first-pillar custodian mandate award raises security questions
State Street replaces UBS, which ran the contract for 26 years
Swiss pension funds contemplate low interest rate scenarios
On average, pension funds in Switzerland are in a solid position, says PPCmetrics CEO
Swiss National Council approves motion for pension funds to disclose costs
Increasing cost transparency and better access to information strengthen competition, says National Council member Samira Marti
Payout of 13th month of pension pushes government bond investments
‘The AHV fund has to invest more in government bonds, which overall reduces return potential,’ says Veronica Weisser of the UBS Retirement Innovation Hub
Swiss pension fund associations push members to join data platforms
The drive comes as the country attempts to build a pensions dashboard
TOP MANAGERS: SWISS INSTITUTIONAL ASSETS
Company | Assets (€m)
- UBS Asset Management | 403,752
- Zürcher Kantonalbank | 211,686*
- Pictet Asset Management | 59,371*
- Swiss Asset Managers | 56,000
- BlackRock | 48,537
- Vontobel | 47,125
- Record Currency Mangement | 44,754
- AXA Investment Managers | 42,326
- Mesirow Currency Management | 38,071**
- Baloise Asset Management | 37,053
As at 30.6.23, *31.8.23, **30.9.23
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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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Switzerland’s refreshing bottom-up approach to regulation contrasts favourably with the EU
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.
Swiss first-pillar custodian mandate award raises security questions
State Street replaces UBS, which ran the contract for 26 years
Swiss pension funds contemplate low interest rate scenarios
On average, pension funds in Switzerland are in a solid position, says PPCmetrics CEO
Swiss National Council approves motion for pension funds to disclose costs
Increasing cost transparency and better access to information strengthen competition, says National Council member Samira Marti
Payout of 13th month of pension pushes government bond investments
‘The AHV fund has to invest more in government bonds, which overall reduces return potential,’ says Veronica Weisser of the UBS Retirement Innovation Hub
Swiss pension fund associations push members to join data platforms
The drive comes as the country attempts to build a pensions dashboard
Swiss pension funds bypass strategies to boost IG bonds allocations
Bonds are losing appeal for Swiss pension schemes compared to short-term money market investments
PKSF invests CHF2bn in sustainable funds, appointing manager trio
Swisscanto, Lombard Odier Investment Management and UBS Asset Management were awarded the mandates
Cambridge Associates expands alternative investment services
This will be Cambridge Associates’ first location in Switzerland
Swiss unions slam decision to hold minimum interest rate on pension savings at 1.25%
Swiss Federation of Trade Unions, SGB USS and Union Travail.Suisse call for higher minimum interest rate
Publica’s CIO to join consultancy c-alm
Stefan Beiner leaves Publica after 16 years to move to c-alm as a partner
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