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
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
Swiss public pension funds weigh cross-canton expansion
Discussions are underway about widening membership beyond cantonal borders to include additional municipalities
IPE DACH Briefing: German pension funds deal with capital collapse
Babcock Pensionskasse was shut down by financial regulator BaFin, while VZB, the pension fund for German dentists, had an estimated €1bn in losses
Swiss pension funds recalibrate US Treasuries exposure
The Swiss bond market is too small to meet the demand for bonds from Swiss pension funds, says PPCmetrics
Zurich’s PKZH cuts bonds and doubles down on growth assets
Pension fund tightens investment strategy in response to weaker long-term bond return expectations in Switzerland’s entrenched low interest-rate environment
Swiss pension funds weigh FX hedging as risk appetite rises
Rising equity allocations and a softer dollar are forcing Swiss pension funds to rethink how tightly they hedge FX
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
- Previous
- Next
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
Swiss public pension funds weigh cross-canton expansion
Discussions are underway about widening membership beyond cantonal borders to include additional municipalities
IPE DACH Briefing: German pension funds deal with capital collapse
Babcock Pensionskasse was shut down by financial regulator BaFin, while VZB, the pension fund for German dentists, had an estimated €1bn in losses
Swiss pension funds recalibrate US Treasuries exposure
The Swiss bond market is too small to meet the demand for bonds from Swiss pension funds, says PPCmetrics
Zurich’s PKZH cuts bonds and doubles down on growth assets
Pension fund tightens investment strategy in response to weaker long-term bond return expectations in Switzerland’s entrenched low interest-rate environment
Swiss pension funds weigh FX hedging as risk appetite rises
Rising equity allocations and a softer dollar are forcing Swiss pension funds to rethink how tightly they hedge FX
IPE DACH Briefing: Providers sharpen DC capabilities as private markets debate widens
The number of European Long-Term Investment Funds and exchange-traded funds is expected to rise within German corporate pension schemes
UBS offloads German Credit Suisse pension book in de-risking deal
UBS completes major German pension buyout as corporates accelerate efforts to shed legacy liabilities
Swiss pension funds pursue domestic private equity amid scepticism
Swisscanto’s new domestic private equity fund draws strong pension fund interest as scepticism on the asset class grows
Copyright © 1997–2026 IPE International Publishers Limited, Registered in England, Reg No. 3233596, VAT No. 685 1784 92. Registered Office: 1 Kentish Buildings, 125 Borough High Street, London SE1 1NP
Site powered by Webvision Cloud