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Geneva, Switzerland

Switzerland: Official stats confirm defined benefit disappearance

Mon, 20 Feb 2017By

Only 58 pension funds with DB schemes in 2015, down from nearly 300 in 2005 

Top 1000 Switzerland

Switzerland: SBA calls for investment guidelines rejig to boost alternatives

Thu, 16 Feb 2017

Asset class categorisation must be changed to help facilitate bigger allocations to alternatives

Geneva, Switzerland

Switzerland’s Compenswiss returns 5.26% in 2016

Thu, 9 Feb 2017By

The performance with hedging taken into account was 3.92%


Wednesday people roundup

Wed, 8 Feb 2017By IPE Staff

Kempen, Altis, RPMI Railpen, Allianz, Hermes, Lazard, Columbia Threadneedle, Quaero Capital, Insight Investment, Morgan Stanley, MSCI

Netherlands View

Kempen poaches quartet from Altis's leadership team

Tue, 7 Feb 2017By

Appointments follow Kempen’s increased focus on fiduciary managent

Swiss supreme court in Luzern

Swiss supreme court: Provitas trustee board took too much risk

Fri, 3 Feb 2017By

Equity allocation was ramped up without sufficient reserves being established beforehand

A view of Zurich, Switzerland

Swiss pension fund association refuses to back benefit ‘adjustments’

Wed, 1 Feb 2017By

Association director says the question of benefit cuts has to be decided at the political level

SIX swiss stock exchange building

Ethos launches corporate governance index on Swiss exchange

Mon, 30 Jan 2017By

Index underweights or excludes companies not applying governance best practice and reduces exposure to high carbon emitters 

Switzerland Skiing View

Switzerland: BVK posts 5.7% return for 2016, railways pension fund 3.4%

Fri, 27 Jan 2017By

BVK says equities plus EM bonds and commodities drove ‘good performance’


Switzerland: All-time high in alternatives allocation

Thu, 26 Jan 2017By

Statistics show larger funds produced better returns in 2016

The Matterhorn, Switzerland

Switzerland's Publica posts 5.06% return for 2016

Wed, 18 Jan 2017By

Pension fund for federal employees highlights EM, domestic real estate returns

Zurich, Switzerland

Trump win delivers end-2016 boost for Swiss pension plan funding

Tue, 17 Jan 2017By

Willis Towers Watson funded ratio index up to 96.8%, while Credit Suisse returns index reaches all-time high

Homburg ruin in Switzerland Basel Landschaft canton

More Swiss pension funds making cuts affecting future benefits

Thu, 12 Jan 2017By ,

Pension funds for cantons of Basel, Geneva lower pension promises for future retirees 

Swiss National Bank

Swiss trade unions call on central bank to refund negative interest

Wed, 11 Jan 2017By

Federation suggests payment could be made via second-pillar insolvency protection fund

Bern, Switzerland

Swiss pensions reform in question after upper chamber sticks to guns

Thu, 22 Dec 2016By

AV2020 reform package in ‘crisis’, says industry expert 

Bern, Switzerland

Former Publica head returns to Swiss buy-side at canton pension fund

Wed, 21 Dec 2016By

Werner Hertzog joins Bernische Pensionskasse more than two years after parting ways with Aon Hewitt 


IPE Conference: Beware 'knee-jerk' reactions to fee levels

Mon, 5 Dec 2016By

Panel on costs, fees warns of overly hasty reactions to fee levels, but asset managers ‘need to do better’ 

All Latest Switzerland News

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

Interview: Jacqueline Oh, Swiss Association for Responsible Investments

November 2016 (Magazine)By

Jacqueline Oh, managing director of SVVK/ASIR, believes Swiss pension funds are lagging behind some of their European peers when it comes to sustainable investments. But they are catching up

Pensions in Switzerland

Pensions In Switzerland: Caught in an impasse

May 2016 (Magazine)By

Swiss pension funds are still coming to terms with negative bond yields and uncertainty over the strength of the Swiss franc. Daniel Ben-Ami examines the considerable challenges they face

Domestic investment: Returns, but at what cost?

May 2016 (Magazine)By

Although Swiss pension funds have a low home bias, local investments still make up a substantial proportion of their portfolios

Interview: Roger Tischhauser

May 2016 (Magazine)By

Roger Tischhauser is responsible for 40% of the assets in the Swiss second pillar and is an agent for reform in the pensions debate

Interview: André Tapernoux

May 2016 (Magazine)By

Pension funds should be more realistic about evaluating liabilities, André Tapernoux tells Barbara Ottawa

Second Pillar: Technical difficulties

May 2016 (Magazine)By

Despite the challenges facing Switzerland’s second-pillar pension the necessary overhaul of the system is still a long way off, says Barbara Ottawa 

All Pensions in Switzerland

  • 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

  • Letter from Brussels: Ready with the axe?

    The lack of demand rather than supply for both credit and capital is a common criticism from investors of the EU’s capital market union (CMU) programme

  • Letter from Brussels: Awaking a sleep-walking economy

    A few more European cross-border lending opportunities have started to emerge. This follows anticipation of the European Investment Plan launched by Jean-Claude Juncker

  • Letter from Brussels: Bond market scrutiny

    There has been a flurry of activity and comment from industry groups on the subject of bond market liquidity

  • Letter from Brussels: Uphill battle for CMU

    There is enthusiasm for the EU’s capital market union (CMU) project. However, it faces prodigious obstacles in achieving its 2019 deadline.

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