Zum Inhalt springen

Cookies ūüć™

Diese Website setzt zustimmungspflichtige Cookies ein.

comPlan

Kontakt

Hast du Fragen? Wir sind f√ľr dich da!

Melde dich via Kontaktformular, ruf uns an oder schreib uns eine E-Mail. Deine persönliche Ansprechperson findest du auf comPlan Online.

About comPlan's process

1. Investment strategy

The investment strategy reflects both the financial and structural capacity of the scheme to accept risk as well as its willingness to take on risk. In collaboration with a strategy consultant the Investment Management team designs and optimizes the investment strategy for the decision bodies to review and decide.

2. Manager selection

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.

3. Risk management

The Investment Management team sets for each portfolio risk-controlled investment guidelines and manages currency, equity and other sources of risk across the total portfolio applying systematic and rule-based approaches.

4. Investment monitoring

The Investment Management team monitors how the investment managers meet the requirements of their mandates and initiates adjustments. In this process there is also an external investment controller involved.

√Ėffnungszeiten

Montag ‚Äď Freitag


08.30 - 11.30 Uhr und 13.30 - 16.00 Uhr

Auf Anfrage sind pers√∂nliche Termine auch ausserhalb dieser √Ėffnungszeiten m√∂glich.

√Ėffnungszeiten w√§hrend den Feiertagen

W√§hrend den Feiertagen (ab 24. Dezember 2023 bis 7. Januar 2024) bleiben unsere B√ľros geschlossen. Gerne sind wir ab dem 8. Januar 2024 wieder f√ľr dich da.

Bankverbindung

Credit Suisse Z√ľrich
IBAN CH72 0483 5096 2103 9100 2

lautend auf comPlan, Stadtbachstrasse 36, 3012 Bern