Mission and investment organisation
he Management of the pension assets is geared towards achieving an appropriate long-term return for our insureds. In doing so, we consciously take investment risks, that we can and want to bear. Long-term investment income, together with employee and employer contributions, finance the pension fund benefits promised in the regulations. In our activities, we pay attention to a high level of professional competence and robust processes.
The Foundation Council determines the principles and goals of the investments and approves the long-term investment strategy.
Implementation and monitoring
The Investment Committee is the body responsible for the implementation and monitoring of the investment strategy.
The office is the competence centre for investment. It controls and monitors the activities of the instructed partners in investment management. It is also responsible for developing decision-making basis and executing those decisions in practise.
Considering existing and future pension obligations, the Foundation Council defines an investment strategy designed to ensure comPlan's long-term financial stability. It is designed for about a decade. Fundamental, global economic changes are taken into account. The investment strategy is based on comPlan's structural and financial risk capacity and is significant for return and risk.
|Nominal values Switzerland||13%|
|Nominal values world||26%|
|Real estate Switzerland||16%|
|Real estate world||9%|
Thereof foreign currencies unhedged: 16%
Investment return as at 31 December (except current year: Until 30 September)
Current year: unrevised
The consideration of sustainability criteria is an important component in the management of investments. Accordingly, comPlan attaches importance to approaching the topic of sustainability holistically. The sustainability efforts support the fulfilment of the legal mandate of the occupational pension scheme to achieve a return in line with the market with an appropriate distribution of risk. comPlan focuses on measures that have a high impact according to current research. In particular, comPlan attaches great importance to direct investments with explicit sustainability objectives and to dialogue with companies (so-called engagement).
comPlan is also one of the seven founding members of the Swiss Association for Responsible Investment (SVVK-ASIR).
comPlan duly exercises the voting rights for all Swiss share companies and the voting rights for foreign share companies. When exercising voting rights, the long-term interests of the insureds are the main priority. The voting behaviour is disclosed once a year.
Asset manager selection process
The securities business (portfolio management) is delegated to external asset managers whom comPlan carefully selects, instructs and monitors. In the search for a clearly defined asset management mandate, the investment office follows a standardised selection process with an objective evaluation. When we are contacted by potential asset managers , their contact details and core areas of expertise are entered in a list.