Performance for three pension fund benchmarks is shown, with equity weightings of 25%, 40%, and 60% respectively, corresponding to risk-tiers ‘lower’, ‘medium’, and ‘higher’.
These pension fund benchmark indices are contiguous, showing a seamless history for the three risk-tiers, reflecting changes in the legal framework of investment guidelines governing Swiss pension fund investments.
Current as of: Fiscal Year 2019
This section monitors the actual performance of 27 pension funds based on annual data alone. It has not (yet) been possible to procure annual statistics of the full set of funds older than fiscal year 2014. Currently, for 14 funds data is shown to the end of 1999. This section connects the high-frequency analysis of pension fund aggregate indices with a meaningful subset of individual pension funds.
Performance Analyses Of Individual Pension Funds
For those cantonal pension funds where a sufficiently long history of performance statistics is available, direct links to detailed quantitative and qualitative analyses of their investment performance are given.