Switzerland Institutional clients

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  1. Extra analytical tools for Swiss pension funds

    Extra analytical tools for Swiss pension funds

    The Credit Suisse Pension Fund Index gives Swiss pension funds a helpful analytical tool for comparison purposes. Extra features were added to the report last year.

  2. Fund management in the domicile tension area

    Fund management in the domicile tension area

    The final decision on the configuration of a fund depends on the investment policy, the client type, and possibly its own specifications. However, the domicile of the client also plays a relevant role when new funds are being launched.

  3. Redemption gates as a standard tool for managing fund liquidity

    Redemption gates as a standard tool for managing fund liquidity

    While gate provisions were previously used only selectively to collective investment schemes or funds with more illiquid investments, the trend is now moving toward using them in the case of liquid investments as well.

  4. Advantages and disadvantages of collective/common institutions and individual pension funds

    Comparison of pension fund management forms

    The choice of management form for the pension fund depends on various factors. There are various reasons for joining a collective/common institution or an individual pension fund.

  5. Collective and common institutions are on the rise

    Second pillar: Collective and common institutions are on the rise

    The second pillar is in a state of flux. Collective and common institutions are becoming increasingly important within the second pillar, while the number of company-owned pension funds and the full insurance model is declining.

  6. Energy investments: Opportunities presented by energy infrastructure

    Energy infrastructure – a historic investment opportunity

    The energy crisis is a big issue, not just in Switzerland but also globally. Beat Goetz, Global Head of Client Solutions at Energy Infrastructure Partners (EIP), explains why investing in energy infrastructure is worthwhile.

  7. Real estate investments: Changing return opportunities with real estate portfolios

    What is the impact of the interest rate reversal on the real estate portfolio?

    The interest rate reversal is changing the real estate market in Switzerland. The impact of the increase in value on the overall return on real estate investments is likely to decline. How institutional investors can respond to these developments and prepare their real estate portfolios for the future.

  8. Fixed income: Yield and diversification with bonds

    New opportunities for institutional investors with fixed income

    What a difference a year makes. Developments over the past 12 months have ensured that fixed income once again offers attractive return prospects. In which areas institutional clients, who are underweight in fixed-rate bonds, can build up their portfolio.

  9. Multi-Bank Reporting: Making investment decisions for asset management

    Get a handle on asset management with Multi Bank Reporting

    Volatile times are shaking up capital markets, making it harder for asset managers to maintain perspective. Find out how Multi-Bank Reporting helps professional investors to keep track of the big picture and continue making informed investment decisions despite the challenging situation.

  10. Financial markets: Opportunities and risks of a new world order

    New era in world politics and its consequences for financial markets

    2022 represents a historic turning point for global politics as well as financial markets. This new era will also have far-reaching consequences for the world's economy and the global security order. Institutional investors need to adapt to these changes.