Inhaltsseite:Pension Funds Study

Promotion

Pension Funds Study

The most important source of information for occupational pensions in Switzerland.

Swiss Pension Funds Study

The results of the 2018 survey will be presented in Zurich on 29 May 2018 and in Lausanne on 30 May 2018.

Participate in the study survey

Participation by as many pension schemes as possible is a decisive factor for the representative nature and quality of the 2018 study. All participants who complete the survey will receive an individual report at the end of June 2018. Key factors for the execution of the study are:

  • Confidential treatment of the data and exclusive use in connection with the survey. We take all necessary precautions to ensure that sensitive data are fully protected and that they cannot be linked to the name of the pension scheme entering the data.
  • Data security: each survey participant is given a user name and a password that can be changed at any time. Data transmission is encrypted in accordance with the "Electronic Banking Standard".
  • Your data are anonymised before being processed. The name of the pension scheme and allocation as a public or private employer will only be published in the written study with your explicit consent. 

We thank you in advance for your participation in the survey for this year's Swiss Pension Funds Study. 

externer Link öffnet neue SeiteTo the questionnaire (in German)

About the Swiss Pension Funds Study

The "Swiss Pension Funds Study" of Swisscanto Pensions Ltd. has established itself as the most important source of information on occupational pensions in Switzerland besides the pension fund statistics issued by the Federation. The study data provide an in-depth overview of the institutional pensions business in this country. The comprehensive study seeks to improve the transparency of the 2nd pillar for the general public and to provide the institutions involved with extensive comparative, management and decision-making tools. The "Swiss Pension Funds Study" is also available to all interested parties involved in pension provision, politics and academia.

Contents of the study

  • Presentation of the organisation and performance of pension funds
  • Highlights developments on the asset side, treatment of current pension policy issues in the areas of law, insurance, capital market and politics
  • Comprehensive overview of the organisational and benefits-related aspects of Swiss pension schemes
  • Data on investment structure, investment processes and performance and coverage ratio

In addition to the standard questions regarding the structure, benefits and investments of pension schemes, the 2017 study survey also deals with aspects on:

  • Trends in the performance of Swiss pension funds and measures taken to maintain performance
  • Swiss real estate: motivations for real estate investments held indirectly and reasons for internal portfolio and asset management of real estate held directly
  • Financial burdens due to negative interest rates

Closing date for submissions and presentation of survey results

  • You can participate in the survey for the "Swiss Pension Funds Study 2018" until 20 April 2018.
  • The results of the 2018 survey will be presented in Zurich on 29 May 2018 and in Lausanne on 30 May 2018. The printed study will be available in Spring 2018.

We would like to thank the 507 pension schemes that took part in the last survey for their valuable support and hope that they will also take part in this year's survey.

Survey instructions

  • In order to answer the questions effectively, we recommend that you have your closing figures for 2017 at hand. Unless otherwise specified, the applicable date for the data is 31 December 2017.
  • The responses can generally be given by placing a cross in the respective fields.
  • Several responses may be given for some questions.
  • Some questions ask for figures.
  • Should it not be possible to answer certain questions, these can be omitted.
  • Once you have entered your response to a question, please click on "Accept entry". The data will then be saved and you will automatically be taken to the next question.
  • In general, you can stop the survey at any time and continue later. To do so, return to the overview and select the section of the question you answered last.
  • If you participated in Swisscanto's "Swiss Pension Funds Study" survey last year, then you will see the figures you entered in the last survey for some of the questions. You can overwrite or correct these entries.
  • Please note that we will only publish the name of a participating pension scheme with their consent. All other data will be processed anonymously.

Key dates at a glance

  • 8 March 2018: Start of data collection
  • 20 April 2018: Participation closes
  • 29 May 2018: Presentation of the 2018 survey results at the Hyatt Hotel in Zurich
  • 30 May 2018: Presentation of the 2018 survey results at the Lausanne Palace & Spa

Study advisory board

The advisory board comprises specialists in occupational pensions, politics, business and the financial world. The advisory board of the study determines the relevant areas of investigation. It ensures, jointly with the Study Head, that only the really interesting questions are asked in the correct form. In addition, the advisory board assists in the professional assessment of the study. 
 

Advisory board members

Name  Function 
René Raths Head of Pension Funds & Occupational Pensions of Zürcher Kantonalbank
Ivy Klein Head of Business Development, Corporate Customers, Swiss Life
Susanne Jäger  Managing Director of Aargauische Pensionskasse 
Hanspeter Konrad  Director of Swiss Pension Funds Association ASIP 
Heinrich Leuthard  Chairman of the Board of Management of Nidwaldner Kantonalbank 
Christoph Ryter  Managing director of Migros Pensionskasse MPK 
Dr Peter Schnider  Chairperson of the Management Board of VPS Verlag Personalvorsorge und Sozialversicherung AG 
Dieter Stohl  Director of PUBLICA federal pension fund 
Stephan Wyss  Prevanto AG partner in Zurich 

Study Head

Name  Function 
Marcel Baumann Project Manager of the Pension Funds Study of Swisscanto Pensions Ltd.

Our publications

Further documents on the following topics can be found on the German and / or French versions of this page:

  • Brochure "Services of Swisscanto Pensions Ltd."
  • Publication "Pension Funds Monitor"
  • Pension Funds Study & media presentation 

Sitemap: