PPCmetrics
HQ Address
Badenerstrasse 6, Postfach, CH-8021 Zürich, Switzerland
Website Address
Business introduction
Investment & actuarial consulting, controlling and research
Consulting services for institutional and private investors
Founded in 1991, PPCmetrics is a leading Swiss investment consulting firm, with offices in Zurich and Nyon. It is owned by the partners.
Our Swiss and international clients are institutional investors such as well-known pension funds, public and private employee benefits institutions, foundations and non-profit organizations, insurance companies, enterprises and family offices as well as wealthy individuals and their advisors.
Our investment consulting services cover the entire investment process. PPCmetrics advises clients in determining their investment strategy (asset liability management) through implementing it by means of investment organisation, asset allocation and asset manager selection. Furthermore, PPCmetrics supports more than 200 pension funds and family offices in monitoring their investments (investment controlling), offers top-notch services in the actuarial field (actuarial consulting) and operates as a pension fund expert.
Professionalism, client-orientation, independence and continuity are important pillars of our long-standing success.
PPCmetrics Solutions
Asset Manager Selection
At a glance Asset Manager Selection for institutional investors (pension funds, trusts, insurance companies, companies, etc.) and private investors (private investors, family offices, UHNWI) Transparent selection and due diligence of asset managers following the best institutional practice and governance and the principle of an open and free competition and the equal treatment......
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Investment Controlling
At a glance Around 50 staff members in the field of investment controlling Guarantee of independent assessment of asset manager performances Customized investment controlling reports with a focus on individual client needs Investment controlling encompasses the entire investment process, in particular the investment strategy, investment tactic and asset management mandates PPCmetrics Peer Group comparison: cross-comparison......
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Investment Strategy
At a glance Combined expertise in assets & liabilities by financial market and pension fund experts/actuaries Modern, customized and interactive analysis tools for investment strategy definition and asset liability management (ALM) for institutional investors (pension funds, insurance companies, trusts, NPOs, companies, etc.) and private investors (private clients, UHNWI, family offices, etc.) More than......
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MyPPCmetrics
At a glance Interactive web platform for individual analyses and peer group comparisons Tailor-made evaluations, e.g. asset liability analyses and econometric evaluations Modular structure and ongoing new development of modules Data visualisation and exportability of results ...
business needs
Portfolio Structure
At a glance Independent assessment of the portfolio structure Knowledge of risks inherent in the investment vehicles Identifying potential for optimization and cost reduction Portfolio structure Portfolio structure refers to the implementation of the investment strategy. The analysis of the portfolio structure serves to identify the risks and show the potential for raising efficiency and......
business needs
Sustainable Investing
At a glance Leading consultant with many years of experience in analyses, implementation concepts and mandate tenders. Support in the critical examination of the very complex topic of sustainability; development of an interpretative order. Independent and comprehensive assistance in the implementation of sustainability aspects along the entire investment process. Support in the cost-effective, professional......
