IPE's Switzerland Coverage
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News
Gold market, equities up returns for Migros Pensionskasse
The scheme saw assets under management go up by CHF1.2bn year-on-year in 2024 to CHF29.4bn
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News
Swiss pension funds make the case for gold allocation in bull market
Swiss schemes usually hold between 3% and 5% of total assets under management in gold
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News
Swiss associations push schemes to unlock private market investments
CHF10.5bn GastroSocial Pensionskasse has increased strategic allocation targets for private market investments now representing roughly 25% of its portfolio
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News
Swiss BVK closes 2024 with 8.1% returns and 109.3% funding ratio
2024 was an ‘above-average year’ in terms of returns for the fund, says CEO
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News
Swiss pension funds’ funding ratios reach highest level in 10 years
Fully funded public pension schemes in particular reached a funding ratio of 114%, exceeding the highest level of 112.9% recorded in 2021
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News
Swiss pension fund association calls for change to 1e plans proposal
The government wants to tweak the law regulating vested benefits
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News
Ethos excludes Tesla shares from own funds raising governance issues
‘Musk is now part of an administration that wants to somehow fight Tesla’s own product, it is a contradiction,’ Ethos CEO Vincent Kaufmann says
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News
Swiss schemes nudged to cut fixed income amid low interest rates
From 2014 to 2022, Swiss pension schemes’ allocation to fixed income investments fell from 39.2% to 31.7%
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News
Swiss schemes’ investment strategies have margin for higher returns – study
WTW’s research concluded that 25% of pension funds can increase their expected returns by an average of 0.84% per year
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News
Precious metals, equities propel Publica’s returns to 5.9%
Precious metals were among the best-performing asset classes in Publica’s portfolio last year, returning 33%
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News
WTW Switzerland takes over pension advisory business of Groupe Mutuel
Occupational pension experts at Groupe Mutuel, Sébastien Brocard and Julien Melly, will join the team at WTW
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News
Swiss corporate schemes under stress while risk of persistent low interest rates returns
Corporate schemes’ assets went up by 1.5%, partially offsetting increasing liabilities, but funding ratios fell to 120.9% in December 2024, from 121.1% in September 2024
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Analysis
IPE DACH Briefing: Germany’s reform zeal to enter unchartered waters
Plus: SPRIN-D calls to deploy capital-funded pensions to support research and development projects; SPD wants to strengthen occupational pensions
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News
Profond’s returns climb to 9.4%, funding ratio to 110% in 2024
Board of trustees decides to apply interest rate of 8% on retirement savings
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News
Swiss pension funds see boost in returns, funding ratios in 2024
Consultancy PPCmetrics says schemes saw returns of 8.7% in 2024, while funding ratios reached a 115.5% level
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News
Faire Vorsorge suggests second pillar reform to end ‘discrimination’ of low earners
The Swiss think tank’s proposal is a more radical reform compared to the ‘light touch’ one proposed by association IZV and consultancy c-alm
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News
Swiss think tank proposes CHF300bn SWF to fund first-pillar pensions
The Swiss National Bank would provide CHF300bn foreign currency assets as a loan to kick-start the sovereign wealth fund, with 1% interest
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News
PKBS switches to Pictet, LGIM to diversify risk
The emergency takeover of Credit Suisse by UBS in March 2023 triggered the pension fund’s decision to look for new asset managers
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News
C-alm, IZV propose light-touch reforms to Switzerland’s second pillar pension system
IZV and c-alm are suggesting a cut in the conversion rate to calculate pension payouts from 6.8% to 6% of salary insured in eight steps, instead of one
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News
Swiss BVK issues €700m infrastructure mandates
A €350m mandate will invest via a multi-manager arrangement, while the other €350m mandate will invest via an unlisted co-investment