IPE's Switzerland Coverage – Page 8
-
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
-
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
-
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
-
AnalysisIPE DACH Briefing: Germany goes to the polls
Olaf Scholz, chancellor of Germany, is challenged over pensions in latest town hall
-
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
-
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
-
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
-
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
-
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
-
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
-
NewsSwiss pension fund association calls for change to 1e plans proposal
The government wants to tweak the law regulating vested benefits
-
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
-
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%
-
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
-
NewsPrecious 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%
-
NewsWTW 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
-
NewsSwiss 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
-
AnalysisIPE 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
-
NewsProfond’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
-
NewsSwiss 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
