“UBS market dominance leaves Swiss pension funds with fewer custody, asset management options”
“In asset management, the collapse of Credit Suisse has increased concentration in listed real estate funds at UBS, according to PPCmetrics chief executive officer Stephan Skaanes.”
“Swiss pension funds shift focus on equal-weighted, small-cap equities”
“However, concentration risks are already high in the Swiss equity market, making an overweight to domestic stocks counterproductive, according to Romano Gruber, team leader for asset manager selection and illiquid assets at PPCmetrics.”
“Giving Is Better Than Receiving – But One Need Not Be Blind While Doing So”
“Aid organisations do not only do good on the ground; they also act as investors in financial markets. The annual yearbook published by PPCmetrics and the University of Basel casts a spotlight on this often overlooked activity of non-profit organisations.”
“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.”