Pension funds and pension schemes
Due to regulatory developments, changes to liability structure and the increasing complexity of capital markets, pension funds continuously face new challenges. For more than 20 years PPCmetrics has been providing advice on the management of these challenges. We offer an exhaustive range of pension fund consultancy services and can therefore optimally cover all requirements in this sector. Our clientele consists of pension funds of all sizes and legal forms.
From investment strategy to investment controlling
We offer an exhaustive range of pension fund consultancy services and can therefore optimally cover all requirements in this sector:
- Investment strategy: we advise pension funds on the best possible adaptation of the investment strategy to the liability structure (asset liability management (ALM)).
- Asset manager selection: we support pension funds in the selection of asset managers and custodian banks (global custodian). PPCmetrics has an extensive expertise in various investment categories such as equities, bonds (government and corporate bonds), mixed mandates, real estate, and alternative investments (e.g., hedge funds, commodities, private equity, insurance linked securities, etc.).
- Actuarial consulting: PPCmetrics operates as a pension fund expert and provides advice as an actuary on actuarial issues for pension schemes.
- Investment consulting: PPCmetrics offers professional and innovative consulting services in the field of investment consulting. This includes the analysis of various key issues of the 2nd pillar such as low interest rates, management of interest rate risks, currency hedge, retrocessions, actuarial, economic and risk-bearing funding ratio, conversion rate, asset management fees, recommendations on benchmarks, risk management, analysis of risk premiums, etc.
- Analysis of portfolio structure: analysis of possible risks of the implemented products, evaluation of asset management fees, and recommendations on investment style and mandate structure.
- Investment organization: analysis of pension governance, the organization, the investment process as well as the formulation of investment guidelines and task specifications according to the legal requirements.
- Legal advice: PPCmetrics advises pension funds on the increasingly complex legal requirements and questions.
- Investment controlling: independent monitoring and controlling in the areas of strategy controlling, controlling of investment tactics, and controlling of mandates or asset managers.
