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Switzerland

Consultancy floats Swiss 'time-limited' pension pay-out model

Wed, 21 Jun 2017By

Falling conversion rates prompt proposal for flexible decumulation from Willis Towers Watson

Bullets, weapons, munition

ESG roundup: Publica, North Rhine-Westphalia, AP2

Mon, 19 Jun 2017By

Swiss and German funds take action to divest from companies; AP2 backs Dutch housing bond

The Matterhorn, Switzerland

Swiss pension fund tenders $150m EMD mandate via IPE Quest

Mon, 12 Jun 2017By IPE Staff

Blended strategy for investing in sovereign bonds sought

Museum of Art History, Vienna

German and Swiss investors diverge on alternatives strategies

Mon, 12 Jun 2017By

Diversification of alternatives portfolios is important, but not always possible, conference hears

The Matterhorn, Switzerland

Swiss investors add CHF50bn of sustainable investments in a year

Mon, 5 Jun 2017By

Number of participants in FNG survey more than triples to 14, assets under management reaches CHF104bn

Nestlé's corporate headquarters in Vevey, Switzerland

Nestlé shakes up global pension management operations

Wed, 24 May 2017By ,

All regional operations affected in management overhaul that has seen internal asset managers stripped of mandates

Switzerland

Swiss pension fund seeks passive equities manager via IPE Quest

Wed, 24 May 2017By IPE Staff

Mandate is for CHF150m (€137m)

Zurich

Switzerland: Record backing for international assets, alternatives

Wed, 17 May 2017By

Currency hedging on record-high as is exposure to alternatives, finds Swiss consultancy Complementa

Bern, Switzerland

Switzerland's ASIP backs AV2020 reforms

Fri, 12 May 2017By

Occupational pensions association will focus on ‘fact-checking’

Geneva, Switzerland

Geneva pension fund adopts plan to restore 'financial equilibrium'

Tue, 9 May 2017By

The cantonal government is separately planning a draft law to shore up the fund

Reflection ESG tree

ESG integration helps returns, volatility: State Street survey

Thu, 4 May 2017By Frank van Alphen

80% of institutional investors were satisfied or very satisfied with returns from ESG-tilted allocations

pollution sunrise fog

Swiss pension funds, insurers offered 2°C climate alignment tests

Wed, 3 May 2017By

Occupational pension fund association is recommending participation

Strip coal mining

ESG roundup: Investors call for more from Rio Tinto climate report

Thu, 13 Apr 2017By

Plus: new guide to help investors with their own reporting on climate change

Sion Castle, Geneva

Switzerland seeks to ban cantons from regional supervisory boards

Mon, 10 Apr 2017By

Policymakers at odds over canton officials holding positions with regional regulators

The Matterhorn, Switzerland

Switzerland’s Publica to reduce future pension benefits

Wed, 5 Apr 2017By

The CHF38bn pension fund will be cutting the conversion and technical rate in 2019

Night view of Bern and Aare River, Switzerland

Parliament has 'postponed problems' in Swiss first pillar: experts

Mon, 20 Mar 2017By

Unions call on members to support reform in September referendum on AV2020

Night view of Bern and Aare River, Switzerland

Swiss to vote on pension reform in September

Fri, 17 Mar 2017By

Switzerland’s parliament passes AV2020 reform package

All Latest Switzerland News

pensions in switzerland make or break

Pensions In Switzerland: Make or break

May 2017 (Magazine)By

The referendum in September will decide the fate of the Swiss pension reform package. Barbara Ottawa analyses the first stages of the political campaigns leading up to the vote

Lombard Odier Pension Fund: A blueprint for multi-asset

May 2017 (Magazine)By

Lombard Odier Pension Fund has developed an innovative multi-asset approach based on absolute return and diversification

Asset Allocation: Ticino maintains aim

May 2017 (Magazine)By

Pierre Spocci, director of the Istituto di Previdenza del Cantone Ticino, tells Carlo Svaluto Moreolo about the pension fund’s stable strategy 

Good governance boosts returns

May 2017 (Magazine)

Best practice in governance has been shown to produce above-average investment returns, say Manuel Ammann and Christian Ehmann

Asset Allocation: When diversification fails

May 2017 (Magazine)By

What do Swiss pension funds do when risk budgets are stretched and diversification has failed? Barbara Ottawa reports

Fees: Clear on management costs

May 2017 (Magazine)

Ueli Mettler and Benita von Lindeiner examine the difficult question of costs in Switzerland’s second-pillar pension system

Instead of sound and light displays, the Swiss Parliament should be resolving the delays to Altersvorsorge 2020

Pensions In Switzerland: Parliamentary ping pong

November 2016 (Magazine)By

A political stalemate is holding up Switzerland’s Altersvorsorge 2020 pensions reform package. And now time is running out, as Barbara Ottawa finds 

Asset Allocation: Curves, currency and costs

November 2016 (Magazine)By

More than anywhere else, the low and negative interest rate environment is shaping Swiss portfolios. But investment challenges are quite particular, finds Barbara Ottawa

Financial Sustainability: Are there enough assets?

November 2016 (Magazine)

Lukas Riesen and Stephan Skaanes ask whether Swiss pension funds can financially afford their promises

Sector slams government proposals for regulation on Switzerland's 1e plans

November 2016 (Magazine)By

An initial government proposal for a regulation on self-guided top-up pension plans for high earners has been slammed

Swiss market liquidity: Anything left to drink?

November 2016 (Magazine)

Robert Cranston assesses liquidity trends in Swiss markets

All Pensions in Switzerland

  • EU seeks to avert Brexit arbitrage

    Strong words on Brexit are flying in political circles. But behind the theatre, concerns about the future of London’s fund management sector are emerging

  • Letter from Brussels: A warm reception for PEPP

    In contrast to complaints that Brussels’s legislation burdens the financial sector, the European Commission may be gratified by the positive response to its flagship Capital Markets Union (CMU) programme. 

  • Letter from Brussels: Brexit and equivalence

    Nothing could be clearer. For the financial sector, at least, there is nothing to fear from Brexit. All the UK has to do is to apply to the EU’s rules – the crucial term ‘equivalence’

  • Letter from Brussels: Resaver’s first stage kicks off

    The European Commission’s project to set up a pension scheme for research and development professionals whose careers take them across EU borders has finally reached its first stages of operation.

  • Letter from Brussels: Unclear on clearance

    The prolongation for 18 months of pension funds’ exemption from posting collateral when trading over-the-counter (OTC) derivatives is leading PensionsEurope to seek clarification. 

  • Letter from Brussels: EU focus on tax tricks

    There is increasing attention in Brussels on company reporting, taxation and offshore financial centres. The G20 and some OECD countries have demanded country-by-country reporting rules for multinational companies with a turnover over €750m

  • Letter from Brussels: Pan-EU private schemes for 2017?

    Legislation proposing pan-EU personal pension products (PEPPs) could be tabled in 2017, according to the European Commission

  • Letter from Brussels: A vision for cross-border workers

    A former director of the European Association of Paritarian Institutions (AEIP) has proposed a new option for occupational pensions that could help the large number of workers whose careers take them across EU internal borders.

  • Letter from Brussels: Weighty in-tray for new CMU commissioner

    Valdis Dombrovskis has assumed responsibility as commissioner in charge of the flagship Capital Markets Union project. But he has also assumed the added complication of the withdrawal of the UK

  • Letter from Brussels: Posted worker woes

    It will not be the first time that proposed revisions to EU rules affecting finance and pensions get stuck in a logjam between interests groups

  • Letter from Brussels: Tax targeting continues

    Pressure to clean up the financial sector has led to copious legislation from Brussels. 

  • Letter from Brussels: Ethical pressures mount

    There are plenty of indicators of rising pressure to advance ethical standards across the financial sector. One outcome takes the form of mountains of clean-up legislation, including from Brussels. 

  • Letter from Brussels: Beefing up the CMU

    Inadequacy of European national court systems in the financial sphere is due for overhaul. Upgrade is necessary if the EU’s capital markets union programme (CMU) is going to get anywhere, according to a high-status paper

  • Letter from Brussels: Race to upgrade EFSI

    Legislative moves to support the EU’s European Fund for Strategic Investments (EFSI) are being rushed through Brussels. But, so far, evidence of any torrent of fund movement by the institutional investment sector across EU frontiers has yet to emerge.

  • Letter from Brussels: A simmering conflict

    Conflict continues to simmer over the issue of passport rights for non-EU-domiciled hedge funds across the EU

  • Letter from Brussels: A lawyer’s feast

    It is a case of tackling one challenge after another in the Capital Markets Union (CMU). According to the European Commission, the present morass of different national insolvency rules creates a barrier to the flow of capital across the EU. 

  • Letter from Brussels: Cross-border challenge for IORP II

    IORP II may have cleared the European Parliament’s committee stage but amendments tabled to the second directive covering occupational pensions since 2003 are so radical that it would be unwise to forecast its future.

  • Letter from Brussels: Focus on low returns

    Dismally low returns on EU pension fund investments over 15 years? The allegation comes in a study by Better Finance, the European Federation of Investors & Financial Services Users. The report, Pensions Savings: The Real Return, points to excessive fees, points to other charges, and badly framed taxation rules, as the culprits.

  • Cayman Islands Sign

    Letter from Brussels: Pressure builds on tax havens

    Brussels’ financial focus is on aggressive corporate tax planning and the related question of tax havens. This concerns the hedge fund ‘passport’ rights to do business across the EU and compliance of the offshore jurisdictions where they are domiciled to EU norms.

  • Letter from Brussels: A tricky path ahead

    The process of making pensions policy in Brussels between now and end of the year resembles two juggernauts moving towards each other

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