Pensions in Switzerland Report
In-depth reporting and analysis of the pensions sector in Switzerland for our pension fund and asset management readers from IPE’s award-winning journalists.
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Country ReportTransition strategy one step at a time
Pension funds and asset managers are upping their game when it comes to the transition to a low-carbon economy
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Country ReportIs Switzerland’s pension system facing a crisis following referendum on reform defeat?
In a referendum in September, Swiss voters rejected proposals to reform the supplementary pension system, known as BVG in German.
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Country ReportLower interest rates see Swiss pension funds adjust asset allocations
Lower rates are nudging Swiss pension funds to rethink their approach to fixed income and private markets
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Country ReportSwitzerland country report 2024: The trouble with Swiss second-pillar pension reform
Attempts to reform occupational pensions continue to fail, risking undermining public trust. But pension funds have already been making their own pragmatic changes
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Country ReportSwiss Pensionskassen strengthen their stewardship role
Swiss pension funds are broadening their proxy voting and exclusion policies while joining efforts to engage on real estate and biodiversity
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Country Report
Swiss retirement is becoming more flexible
Swiss pension funds are starting to offer members greater flexibility in how they access their retirement savings in their old age
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Country ReportAsset allocation for Swiss pension funds: end to the drift away from bonds?
Markets and a growing familiarity with alternative assets have seen portfolio structures move slightly last year but despite the rise in interest no sudden movements are expected
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Country ReportEthos makes active use of voting rights
Ethos CEO Vincent Kaufmann speaks to Luigi Serenelli about the Swiss Foundation for Sustainable Development, which is composed of 252 pension funds and public utility foundations. Ethos was founded in 1997 and aims to promote socially responsible investment by its active participation in company AGMs
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Country ReportSwitzerland pensions report 2023: funds consider next move with UBS and Credit Suisse
Fears of market concentration in asset management and custody services are leading Swiss Pensionskassen to rethink relations with the enlarged UBS
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Country ReportSwiss pensions: difficult 2022, partial recovery in 2023
The Complementa Risk Check-up is conducted annually and provides insights into the Swiss pension fund market. Andreas Rothacher and Ueli Sutter share some of the highlights of their findings
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Country ReportSwitzerland: Pension funds edge towards alternative investments
Swiss pension funds are cautiously but decisively taking steps to build a portfolio of alternative investments
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Country ReportSwitzerland: ESG and pension reforms top the agenda
Martin Roth, president of ASIP, the Swiss pension fund association, tells IPE’s Luigi Serenelli about his outlook for the country’s retirement system
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Country ReportCountry Report – Pensions in Switzerland (November 2022)
Our report on Swiss pensions also looks at the growing demand for so-called 1e plans, additional pension vehicles for higher earners. The 1e sector is ripe for consolidation, like the market for multi-employer pensions (Anlagestiftungen), where the federal regulator is concerned about a build-up of complexity and supervisory risks. We also cover the annual survey of the consultancy Complemeta and assess Swiss pension funds’ asset allocation plans.
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Country ReportSwitzerland: Good returns in 2021 provide pension buffer in 2022
Deteriorating economic conditions saw Swiss pension funds return on average -10.7% for the year to end-September
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Country ReportSwitzerland: 1e pension schemes gain traction
First sign of consolidation appears in the market of 1e pension plans
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Country ReportPensions reform: A middle way to reform the second pillar
A new proposal could win a majority in parliament
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Country ReportInvestment strategy: Shifting from fixed income
Swiss pension funds are rebalancing their portfolios but allocating to certain asset classes could prove challenging
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Country ReportResearch: Healthy so far but reform still vital
Swiss pension funds have coped well with the effects of COVID but the pension system needs to be brought up to date
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Country ReportESG: A green transformation
Swiss pension funds are moving their entire portfolios towards sustainability
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Country ReportCountry Report – Pensions in Switzerland (November 2021)
Swiss pension funds are aligning their portfolios with sustainability goals. We speak to some of the leaders. Our report also assesses the ongoing pension reform discussions, looks at investment trends and features the latest research on risk, investment and funding levels
