Switzerland Investment and Pensions
The financial situation of the compensation fund AHV, the largest of the three under management of public institution Compenswiss, will deteriorate in the years to come. Therefore, the government and the parliament are trying to find funding sources to keep AHV’s funding ratio in balance until 2040. The occupational pension supervisor OAK BV will keep a close eye on multi-employer pension funds to make sure they have enough reserves to fend off market turbulences, while ESG reporting standards for Pensionskassen turn the focus on quality.
Pension Funds in Switzerland - Country Report
Switzerland country report 2024: The trouble with Swiss second-pillar pension reform
Attempts to reform occupational pensions continue to fail, risking undermining public trust. But pension funds have already been making their own pragmatic changes
TOP SWISS PENSION FUNDS 2025
Pension fund/entity | Assets (€’000)
- Compenswiss/Swiss Federal Social Security Funds | 51,429,510
- Kanton Zürich (BVK) | 45,592,404
- PUBLICA | 45,193,869
- ASGA Pensionkasse | 33,089,316
- UBS Pensionskasse | 32,251,486
©IPE Research; View the Top 1000 European Pensions Funds 2025 for a comprehensive market overview
Swiss pension funds refuse to apply regulator’s rule on savings interest
OAK BV is tightening oversight on pension funds exposed to systemic risks
Swiss schemes tread carefully on private equity continuation funds
Swiss pension funds weigh opportunities in private equity continuation funds while remaining cautious over governance and conflict risks
IPE DACH Briefing: German professional pension funds wrestle with losses
Plus: VdW Pensionsfonds struggles to appoint internal team; PKBS continues US equity strategy
Swiss pension funds sail through index concentrations with positive returns
Swiss pension funds recorded an average performance of 5.9% last year, corresponding to investment returns of CHF70bn, says Complementa
Swiss pension fund to anchor AllianzGI $1bn EM blended finance fund
GastroSocial Pensionskasse is set to anchor the Allianz Credit Emerging Markets fund, which has reached its first close at $690m
Swiss pension funds edge towards total portfolio investing
Consultants say pension funds in Switzerland are showing growing interest in the approach, with some already aligning their investment strategies accordingly
TOP MANAGERS: SWISS INSTITUTIONAL ASSETS
Company | Assets (€m)
- Zürcher Kantonalbank | 259,829*
- UBS Asset Management | 257,813[1]
- Swiss Life Asset Management | 131,028
- Pictet Asset Management | 72,132*
- AXA Investment Managers | 66,904
- BlackRock | 55,609
- Record Currency Mangement | 53,436***
- Vontobel | 51,459*
- Mesirow Currency Management | 47,619**
- Baloise Asset Management | 38,295
As at 30.6.24, *31.8.24, **30.9.24 ***28.6.24
[1] Excludes Credit Suisse Asset Management AUM
©IPE Research; Sign up to IPE Profesional to see all the data in the latest country report
IPE BEST PENSION FUND IN SWITZERLAND AWARD WINNERS
- 2024 - CPEG
- 2023 - Pensionskasse Manor
- 2022 - CERN Pension Fund
- 2021 - Pensionskasse Bosch Schweiz
- 2020 - Pensionskasse Manor
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Swiss pension funds refuse to apply regulator’s rule on savings interest
OAK BV is tightening oversight on pension funds exposed to systemic risks
Swiss schemes tread carefully on private equity continuation funds
Swiss pension funds weigh opportunities in private equity continuation funds while remaining cautious over governance and conflict risks
IPE DACH Briefing: German professional pension funds wrestle with losses
Plus: VdW Pensionsfonds struggles to appoint internal team; PKBS continues US equity strategy
Swiss pension funds sail through index concentrations with positive returns
Swiss pension funds recorded an average performance of 5.9% last year, corresponding to investment returns of CHF70bn, says Complementa
Swiss pension fund to anchor AllianzGI $1bn EM blended finance fund
GastroSocial Pensionskasse is set to anchor the Allianz Credit Emerging Markets fund, which has reached its first close at $690m
Swiss pension funds edge towards total portfolio investing
Consultants say pension funds in Switzerland are showing growing interest in the approach, with some already aligning their investment strategies accordingly
Swiss regulator flags ‘acute’ systemic risks at multi-employer pension funds
OAK BV expects a ‘structured assessment of financial risks’, taking into account pension funds’ assets, liabilities, changes in membership structure, and other key factors
Swiss pension fund sticks to US equities despite concentration concerns
Pensionskasse Basel-Stadt had considered broader geographic diversification, including a potential reduction in US exposure
Migros pension fund drops Paris-aligned index over concentration risk
It has switched to a bespoke MSCI Climate Action Index to reduce portfolio concentration while continuing to support the transition to a sustainable economy
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