Legal advice for pension funds
Economic and legal expertise from a single source
At a glance
- In-depth legal advice on investment issues for Swiss pension funds
- Combining legal and economic know-how guarantees practical solutions in strict compliance with regulations
- Ensuring contractual terms in line with the market
Our Legal Team offers you comprehensive, independent and easy-to understand advice based on excellent knowledge of the requirements of pension funds. As a leading investment consultant, we have insight into several thousand contracts of professional investors (e.g., type of service, reporting, liability and transparency conditions, costs). Many years of experience, professional specialisation and the development of standards for pension funds allows us to ensure the best possible negotiation positions and advise according to the principles of best pension fund practice.
Review of regulations
We ensure that your internal regulations (organisational and investment) comply with all regulatory requirements and best pension fund practice.
Monitoring of collective investments
We review legal documents of investment vehicles in Switzerland and abroad, recommend actions and negotiate with providers.
Review of illiquid and alternative investments
Efficient legal due diligence of complex financial products regarding BVG / BVV 2 requirements and negotiation of side letters.
High standards for contracts with service providers
Negotiation of contracts (asset management, custodian bank, funds, investment foundations, single investor funds) under different jurisdictions based on the standards for professional investors we developed.
Peer Groups
Benchmarking of your contractual conditions based on the largest pension fund database in Switzerland.
Pension Governance
In-depth analyses and statements on legal issues according to best pension fund practice regarding investments and organisational matters, as well as second opinions.
