All UBS articles
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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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Opinion PiecesIs it time to add a new layer to strategic asset allocation?
For years, strategic asset allocation (SAA) has been a cornerstone of investment for pension funds and other institutional investors. Is sustainability a missing ingredient?
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NewsCompenswiss rebuffs security concerns over custodian appointment
The mandate given to State Street does not cover the transfer of assets to a single country or the management of the first pillar’s assets
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NewsSwiss first-pillar custodian mandate award raises security questions
State Street replaces UBS, which ran the contract for 26 years
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NewsPayout of 13th month of pension pushes government bond investments
‘The AHV fund has to invest more in government bonds, which overall reduces return potential,’ says Veronica Weisser of the UBS Retirement Innovation Hub
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NewsUBS pension fund’s assets climb to CHF28.8bn
However, its funding ratio dipped to 121.4%, from 130.0% in 2022
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NewsSwiss asset management market competition remains high, says AMAS
Total AUM managed by asset management companies in Switzerland grew by 8.3% year-on-year in 2023 to CHF3.1trn
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NewsCredit Suisse Pensionskasse reviews strategic investment guidelines
The fund’s bonds allocation was increased, and the duration was extended
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NewsUBS sets up foundation to channel CHF50bn towards deep-tech start-ups
Swisscom calls on institutional investors, including pension funds and asset managers, to fund the country’s start-up ecosystem
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NewsInvestors brush off Swiss equity market concentration risk
Questions emerged as UBS Fund Management expands its equity holdings following the merger with Credit Suisse fund company
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NewsEthos expects UBS to tighten lending policy for high emission sectors
The foundation is asking UBS to phase out from high emission sectors such as thermal coal
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NewsCredit Suisse Pensionskasse adjusts plans following UBS integration
Credit Suisse’s scheme will close down 1e pension plans
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NewsCredit Suisse aligns pension plans to UBS pension fund
Realignment of both pension schemes takes effect in 2027, with a potential merger in sight
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NewsUBS/Credit Suisse lose market share in Swiss asset management
Market opens up with Zürcher Kantonalbank as latest to expand services for pension funds and institutional investors in French-speaking Switzerland
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NewsSwiss asset management market opens following UBS takeover of Credit Suisse
Graubündner Kantonalbank splits institutional business from private banking, hires ex-Credit Suisse head
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NewsUBS to examine integration of Credit Suisse pension fund
Credit Suisse Pensionskasse has a funding ratio of 124.2%, CHF17bn assets under management, and over 16,000 members
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AnalysisReform of the AT1 bond market
UBS starts selling AT1 bonds for the first time since Credit Suisse takeover
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NewsSwiss pension funds likely to re-tender mandates following UBS/Credit Suisse merger
Schemes want to make sure that market competition will remain robust in the longer term
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AnalysisTrust will matter in light of market dominance of UBS in Swiss institutional business
One of the most important aspects of the downfall of Credit Suisse and the subsequent takeover by UBS is that loss of trust comes at the highest possible cost
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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
