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
The Swiss Climate Scores apply to funds, while ASIP ESG reproting standards to mandates
According to the MP, 1% less contributions will flow to pension funds, and 0.8% more to the first pillar AHV
The scheme’s AUM grew year-on-year as a result of its positive performance to CHF26.48bn from CHF24.19bn in 2022
However, only 1% of Swiss pension assets are invested to have a positive impact on society, the environment and the climate, research finds
Interested managers have until 13 March to participate and the pension fund is looking to start implementation from September
Company | Assets (€m)
As at 30.6.23, *31.8.23, **30.9.23
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The narrow majority of Swiss citizens voting to reform the country’s statutory (AHV) pension system in a referendum on 23 September (52.2%) could create momentum to bring about changes to the second pillar.
The Swiss Climate Scores apply to funds, while ASIP ESG reproting standards to mandates
According to the MP, 1% less contributions will flow to pension funds, and 0.8% more to the first pillar AHV
The scheme’s AUM grew year-on-year as a result of its positive performance to CHF26.48bn from CHF24.19bn in 2022
However, only 1% of Swiss pension assets are invested to have a positive impact on society, the environment and the climate, research finds
Interested managers have until 13 March to participate and the pension fund is looking to start implementation from September
Allocations to bonds increase, while exposure to mortgages and real estate decrease
The government will have to find a way to fund the measure – seen as a burden for families and young people – from 2026
European pension funds are ramping up their efforts to consider the impact of their portfolios on the loss of biodiversity related to climate change
LUPK posted returns of 5.1% in 2023, beating its internal benchmark
Pension funds increase contributions to compensate for falling conversion rates to calculate payouts, says director