EPFIF Swiss International Forum, 17.03.2026
At the EPFIF Swiss International Forum on 17 March 2026, Samir Benzerfa shared his views on several current topics including the impact of the Middle East conflict on Swiss pension funds, the role of inflation in the current market environment as well as opportunities and challenges related to currency risks.
How can AI Support Pension Fund Boards in the Investment Process?
AI can assist investment decision-makers at every stage of the investment process.
Higher Interest Rates & Inflation — Implications for Asset, Liabilities and Funding Levels
Challenges and Approaches in Performance Analysis of Illiquid Assets
What challenges arise from the valuation of illiquid assets? What are the implications for investors? And what approaches can be used in performance analysis? Our Managing Consultant Marc Staub answered these questions among others at the IPE Seminar.
UBS Takeover of Credit Suisse
On the evening of 19 March 2023, UBS announced its intention to fully acquire Credit Suisse in close coordination with the Swiss Financial Market Supervisory Authority (FINMA), the Swiss National Bank (SNB) and the Swiss Confederation. According to the SNB’s press release, the transaction is necessary to secure financial stability and protect the Swiss economy. […]
Current Facts About Credit Suisse
Distortions at the banks in the USA as well as statements by major Credit Suisse shareholders led to renewed high price declines in Credit Suisse’s bonds and shares. The bank’s stability is particularly at risk if it enters a negative spiral and is confronted by a significant outflow of client funds. In a media release […]
Cash-flow matching – a real-life example of LDI in Swiss pension funds
SNB Policy Rate Hike and General Interest Rate Increase: Impact on institutional investors (in particular Swiss pension funds)
Market interest rates have risen significantly since the beginning of the year and the capital markets have lost markedly in value. On 16.06.2022, the Swiss National Bank (SNB) also decided to raise the key interest rate and the deposit rate for commercial banks by half a percentage point. The presentation by PPCmetrics shows the effects […]
How Are Swiss Pension Funds Approaching Low Carbon and Net Zero Investing?
IPE Seminars — Approaches and Challenges of Measuring ESG in Investment Portfolios
This presentation shows the extent to which Swiss pension funds disclose information on ESG. Furthermore, the possibilities for institutional investors to measure ESG are analysed. Measuring the ESG characteristics of a portfolio is not trivial. For this reason, various difficulties in this area are discussed.