Switzerland: Pensions and Investment News and Analysis
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 2024
Pension fund/entity | Assets (€’000)
- Compenswiss/Swiss Federal Social Security Funds | 45,603,811
- PUBLICA | 43,640,320
- Kanton Zürich (BVK) | 42,843,506
- UBS Pensionskasse | 30,635,160
- Migros (MPK) | 30,597,045
©IPE Research; View the Top 1000 European Pensions Funds 2024 for a comprehensive market overview
Swiss pension commission recommends minimum interest rate remain unchanged
Suggestion draws criticism from trade unions while employers welcome the cautious stance amid market uncertainty
AHV’s financial outlook improves but deficit to remain
Swiss federal social insurance office now sees Swiss first pillar rund recording smaller deficits in 2035 and 2040
IPE DACH Briefing: DC plans gain momentum in Germany
GEW, an education trade union, decided to join existing social partner models to DC pension plans for employees in private schools and universities
Swiss pension funds show resilience despite lower funding ratios in H1
Private pension funds’ average funding ratio fell to 115.6% at the end of June, down from 117% at year-end 2024 and 121.5% at the end of the first quarter, says Swisscanto
BlackRock expands pass-through voting programme to Switzerland
Asset manager cites ‘growing interest from Swiss institutional clients in participating in the stewardship of their capital’
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
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IPE BEST PENSION FUND IN SWITZERLAND AWARD WINNERS
- 2023 - Pensionskasse Manor
- 2022 - CERN Pension Fund
- 2021 - Pensionskasse Bosch Schweiz
- 2020 - Pensionskasse Manor
- 2019 - CPEG, Caisse de prévoyance de l’Etat de Genève
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Swiss pension funds reform second-pillar pensions from the bottom up
September’s referendum on the reform of second-pillar pensions demonstrates that comprehensive proposals engineered from the top down don’t always bring the expected results. The latest proposal was roundly defeated by two thirds of the electorate.
Swiss pension commission recommends minimum interest rate remain unchanged
Suggestion draws criticism from trade unions while employers welcome the cautious stance amid market uncertainty
AHV’s financial outlook improves but deficit to remain
Swiss federal social insurance office now sees Swiss first pillar rund recording smaller deficits in 2035 and 2040
IPE DACH Briefing: DC plans gain momentum in Germany
GEW, an education trade union, decided to join existing social partner models to DC pension plans for employees in private schools and universities
Swiss pension funds show resilience despite lower funding ratios in H1
Private pension funds’ average funding ratio fell to 115.6% at the end of June, down from 117% at year-end 2024 and 121.5% at the end of the first quarter, says Swisscanto
BlackRock expands pass-through voting programme to Switzerland
Asset manager cites ‘growing interest from Swiss institutional clients in participating in the stewardship of their capital’
Pension funds eye higher private credit exposure in search of yield
Lured by its high returns and continued strong outlook, pension funds are considering increasing their exposure to private credit amid a fast-evolving landscape
IPE DACH Briefing: German church employees fund cuts European equity
Allocates instead to Chinese equities with mandate awarded to Fullgoal Asset Management
Swiss pension funds reinforce FX hedging amid rising volatility
With liabilities denominated in Swiss francs, pension funds aim to limit investment volatility by reducing exposure to currency fluctuations
KLP divests US, German firms for supplying IDF in Gaza
Denmark’s AkademikerPension relaxes responsible investment policy on defence
IPE DACH Briefing: Swiss pension funds seek alternative source of returns
CPEG and PKG shift allocations to riskier assets
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