As a leading investment consulting company, we have been advising investors in Switzerland and abroad for more than 30 years. Our clients are institutional investors such as pension funds, public and private employee benefits institutions, foundations and non-profit organisations, insurance companies, enterprises and family offices as well as wealthy individuals.
Our services cover the entire investment process: We support our clients in all questions relating to investments, from the definition of an investment strategy and its implementation to the selection of asset managers and continuous investment controlling.
We offer the following services in particular:
- Asset Liablity Management (ALM studies)
- Strategic Asset Allocation
- Sustainability Concepts
- Asset Manager Selection
- Investment Controlling & Consulting
- Actuarial Consulting
- Legal Consulting
- Activity as a pension fund expert
Our solutions are science-based and implementable in practice. Professionalism, client orientation and independence are our top priorities in everything we do.
Independent advice for institutional investors
PPCmetrics AG is a leading consulting firm for institutional and private investors. Our clients include pension funds, charitable foundations, private investors, and other institutional investors in Switzerland and Europe. Our work is based on scientifically sound and independent advice.
Clients benefit from our systems, our peer group data, and our expertise.
- We develop our systems and applications in-house. This allows us to fully tailor our technology to our clients and respond quickly to new needs.
- Thanks to our many years of experience and a broad client base, we have one of the largest peer group databases of institutional investors worldwide.
- Our employees are exceptionally qualified. Experts from various disciplines support our clients with their needs. Our partners have years of consulting experience and a scientific background.
Our Services
ALM
- Assessment of financial and structural risk capacity
- Detailed simulations to assess the opportunities and risks of various risk budgets
- Development of optimal investment strategies
- Implementation concepts
Actuarial Consulting
- Traditional expert services (technical reports, regulatory reviews, etc.)
- Second opinions on actuarial issues
- Interactive and comprehensive portfolio projections
- Support in developing innovative pension solutions
Selection of financial service providers (Procurement Advisory)
- Systematic support in the selection of asset managers, central custodians, fund management companies, ESG advisors, and proxy advisors
- Selection of asset managers in accordance with public procurement law
- Due diligence of traditional and alternative investments
Investment Controlling
- Strategy controlling, assessment of investment activity and results, performance analysis, compliance review, and various peer group comparisons
- Specific and quantitative analyses (fees, counterparty risks) etc.)
Investment Consulting
- Contribution of expertise as an independent investment expert to provide ongoing training for management bodies
- Advice on client-specific topics (currency risks, benchmarks, illiquid investments, etc.)
Sustainable Investments
- Development and implementation of sustainability concepts
- Sustainability criteria in the selection of asset managers
- Conducting ESG assessments
- Preparation and implementation of a sustainability report
Legal
- Legal advice and support on issues relating to occupational pensions and asset investments
- Support and guidance in contract negotiations
- Clarifications and support on issues relating to retrocessions
- Analysis of the legal risks of financial instruments and structured products
MyPPCmetrics
- Interactive web platform for customized performance and simulation analyses
- Extensive peer group comparisons provide comprehensive insight into the structure and investment behavior of institutional investors
Research and Training
- Ongoing publications on current topics and new findings
- Conducting client-specific training and Continuing education events and various teaching activities
Our Values
Our actions are guided by three principles through which we strive for long-term benefits for our clients, our employees, and society.
– Independence:
We are free of conflicts of interest. We are committed solely to the interests of our clients and operate completely independently.
– Transparency:
Our analyses and evaluations are based on scientifically sound principles and models. We disclose our decision-making bases and involve our clients throughout the entire consulting process.
– Sustainability:
We analyze before we act. We are aware of the ethical, social, and ecological responsibility of our consulting activities.
