This site features backgrounds and an insider’s views on crucial aspects of institutional investment management, with a strong emphasis on transparency, risk-efficiency, and reduced-risk investment returns. The paramount aspect connecting all of Agathos’ efforts and publications is to expose the hazards of outright index-cloning (‘passive’ investing). This is not confined to pension fund investing but applies to all institutional investment globally. At the core of this dangerous development are entirely inadequate, even outright counterproductive investment management fee paradigms. At best these fail to encourage investment excellence, at worst they represent a moral hazard of epic proportions.
The performance statistics on Swiss Pension Funds used here are all obtained from public sources and relate to the management of pension assets under within the context of Swiss legislation and investment restrictions. Yet, the conclusions emerging from this data apply to a much wider field of asset management, in Switzerland and world wide.
In addition to illustrative statistics on pension assets in Switzerland, a new and rapidly expanding feature of this site reflect Agathos’ proprietary concept for analysing any traded asset. This is found under the header ‘Agathos Analytics’.
Agathos publishes analyses and research based on publicly available raw data alone, always identifying sources in the appropriate context, adding direct hyperlinks to these sources wherever possible. All calculations are Agathos’ own. While utmost care is applied to ensure the accuracy of these calculations, no guarantee can be given for them.
All content of www.agathos.ch is and remains the intellectual property of Agathos and its author(s). Blanket approval is given for the use of content here published only on condition that: (a) Agathos be identified as source, (b) Agathos is notified of the use of its material taken from this site, and (c) that a link is given which leads any third party back to Agathos as the source of the original content.