Investment Strategy

An investment strategy for occupational old age security needs to take a long-term view and observe the provisions of the Ordinance on Occupational Old Age, Survivors and Disability Benefit Plans (BVV2). Due diligence, security and diversification will be of primary importance. Achieving reasonable and stable returns is an equally important objective.

The Foundation Board has the responsibility of defining the Investment Strategy and its tolerable limits. pension fund pro’s basic investment strategy is conservative. The assigned range for each asset class provides the necessary short-term maneuverability to facilitate tactical decisions.

The investment strategy of pension fund pro is patterned on the LOB-25-Index 2000 of Bank Pictet & Cie., Geneva. The securities contained in this comparative index are analyzed and an internal calculation model is used to determine their Fair Market Value. Investment decisions are based on the technical analysis. The portfolio’s performance is constantly monitored and fine-tuned as required.

 

Pension fund pro entrusts the management of the pension assets to “Swiss Asset & Risk Management AG, Schwyz ". 

www.swiar.ch

Basic Investment Strategy	Minimum	Range for	Maximum
		Strategy
Money market	0.00 %	2.00 %	10.00 %
Bonds CHF	25.00 %	30.00 %	45.00 %
Global Bonds	9.00 %	13.00 %	14.00 %
Convertible Bonds	0.00 %	5.00 %	8.00 %
Equities Switzerland	4.00 %	9.00 %	13.00 %
Global Equities	6.00 %	14.00 %	16.00 %
Real Estate Switzerland	20.00 %	25.00 %	30.00 %
Alternative Investments	0.00 %	2.00 %	5.00 %