Investment Strategy
Investment strategy and ALM for institutional and private investors
At a glance
- Projection of your pension fund using dynamic methods DE
- Extensive simulations and scenario analyses
- Derivation of robust investment strategies
As a pioneer in the area of asset liability management (ALM), we support you in formulating arobust investment strategy that helps you reach your goals. In an interactive process, we customize our solutions to your individual needs. We thereby always consider the development of both assets and liabilities. Our analyses will help you gain a thorough understanding of your pension fund’s risks and opportunities as well as your potential management actions.
Dynamic analysis platform
Interactive analysis of the effects of plan adjustments, changes in investment risk, interest rate risks, funding ratio simulations and stress testing.
Risk capacity and investment goals
Assessment of the structural and financial risk capacity, determination of the target return and sensitivity analysis.
Asset allocation
Derivation of a robust investment strategy, including target bandwidths and benchmarks, extensive cost analysis and practicability.
Peer group comparisons
Benchmarking of your pension fund based on the largest pension fund database in Switzerland.
Investment market specialist
Profound knowledge of markets: more than CHF 500 bn in assets under consulting, more than 50 investment categories, more than 5’000 investment products by more than 1’000 providers.
ESG
Possibility of including ESG aspects in your strategy.
Know-how
Financial market specialists, actuaries and pension practitioners with many years of experience in the area of ALM under one roof.
