“Swiss pension funds recalibrate US Treasuries exposure”
“Swiss pension funds have stepped up their focus on concentration risks across portfolios, mirroring the scrutiny already applied to global equities. A similar lens is now being used to evaluate global bond allocations, according to Luca Tonizzo, PPCmetrics’ managing director and head of team asset manager selection and controlling.”
“Swiss pension funds warned on equity, bond concentration risks”
“Swiss pension funds are facing rising concentration risks in domestic and global equities, bonds, and regional exposures, particularly the US, according to the Pensionskassen-Jahrbuch 2025 report published by consultancy PPCmetrics.”
“Swiss pension funds reinforce FX hedging amid rising volatility”
“Swiss pension funds have continued to hedge foreign exchange risks across their global portfolios, a strategy that has proven effective, particularly during periods of Swiss franc strength against the US dollar.”
“Swiss pension funds eye domestic private equity despite challenges”
“PPCmetrics estimates that Swiss pension funds allocate around 2.5% of assets to private equity, mostly in global strategies, despite the introduction of a domestic private equity and private debt category in 2022.”
“Swiss pension funds unmoved by political scrutiny of US banks”
“Oliver Kunkel, head of asset manager selection and controlling at consultancy PPCmetrics, said Swiss pension funds are familiar with potential sanctions and political risks as they diversify their investment portfolios globally, and always consider legal, operational, and counter-party risks when tendering global custodian mandates.”
“Swiss pension funds’ funding ratios reach highest level in 10 years”
“Consultancy PPCmetrics estimated an average return of 8.7% in 2024, a successful investment year for Swiss pension funds, but the development of interest rates casts a shadow on the positive figures.”
“Swiss schemes apply high interest on savings as yields fall”
“Stephan Skaanes, chief executive officer at consultancy PPCmetrics, told IPE that pension funds will be able to pass on the entire performance as interest rate on savings in rare cases because interest rates on bonds have fallen significantly.”
“Swiss pension funds call for review of ESG reporting standards”
“The analysis also noted that 46% of pension funds commission external service providers, such as PPCmetrics or Ethos, for ESG reporting, 12% go for asset managers, and 10% for global custodians.”
“IPE DACH Briefing: KENFO claims Generational Capital concept will meet expectations”
“The money market fund volume in Switzerland has doubled in the last two years, from CHF9bn to CHF17bn, according to PPCmetrics.”
“SNB Bills emerge as new tool for Swiss schemes’ liquidity management”
“SNB Bills can play an important role in negotiations with banks on interest rates, says PPCmetrics’ Lukas Riesen”