IPE's Switzerland Coverage – Page 5
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NewsSwiss pension funds eye domestic private equity despite challenges
Consultant says Swiss pension funds might consider Swiss private market allocations as a ‘satellite’ exposure
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NewsSwiss pension funds unmoved by political scrutiny of US banks
Erratic or aggressive behaviour by US government poses investment risk for Swiss pension funds dealing with increasing market volatility, says Complementa
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NewsSwiss asset managers cheer cost-transparency rebuff, shift focus to returns
Swiss asset management association AMAS says net return is most important criterion for determining performance and efficiency of a pension fund, not costs
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AnalysisIPE DACH Briefing: Germany’s historic deal on €500bn fund
Plus: German Association of Actuaries (DAV) warns industry not to lose sight of pension reform; Switzerland’s custodian mandates
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NewsPublica stands by JP Morgan as custodian, amid potential political risk
The Swiss pension fund is not considering reviewing the bank’s custodian mandate
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NewsSwiss federal railway scheme ups investment in equities while reducing bonds
Last year the pension fund achieved returns of 6.9% and a funding level of 110.8%
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NewsEthos, CPEG start new engagement campaign with largest asset managers
The campaign is a first step to induce asset managers to vote considering ESG criteria at AGMs
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AnalysisEuropean pension funds react to the anti-ESG backlash
Despite political and market headwinds, European pension funds remain firmly committed to achieving net-zero and long-term climate goals
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NewsJP Morgan’s custodian mandate with BVK raises security risk concerns
BVK has deliberately opted to mandate the branch of US bank JP Morgan in Geneva, which is subject to Swiss law and regulated by FINMA
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AnalysisIPE DACH Briefing: Germany goes to the polls
Olaf Scholz, chancellor of Germany, is challenged over pensions in latest town hall
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NewsCompenswiss fears US retaliation if State Street is stripped of custodian mandate
‘There is a risk that the US could retaliate against Switzerland,’ says Eric Breval, Compenswiss director
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NewsGold 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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NewsSwiss 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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NewsSwiss 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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NewsSwiss 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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NewsSwiss 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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NewsSwiss pension fund association calls for change to 1e plans proposal
The government wants to tweak the law regulating vested benefits
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NewsEthos 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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NewsSwiss 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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NewsSwiss 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
