How does pension fund pro invest its assets?
With great care, a long-term horizon
and room for manoeuvre.
An employee benefits scheme needs a long-term investment strategy that complies with the provisions of the Ordinance on Occupational Retirement, Survivors' and Disability Pension Plans (BVV2). Due diligence obligations, security and diversification take centre stage. An important objective is to generate an appropriate and long-term return that is as stable as possible for the beneficiaries so that all pension and payment obligations can be met at all times.
It is the responsibility of the Board of Trustees (BoT) to determine the investment strategy and the bandwidths for the different asset classes. The investment strategy of pension fund pro is conservative. It is reviewed annually by the Board of Trustees and the Investment Committee with the help of an asset & liability model (ALM). For tactical decisions, the Board of Trustees sets the bandwidths per asset class for the Investment Committee.
The investment strategy of pension fund pro tracks the BVG-25 Index 2000 of Bank Pictet & Cie., Geneva. The strategy developed for pf pro is as conservative as the strategy for the BVG-25 Index 2000, which excludes both dramatic gains and excessive losses. This is also why pension fund pro measures its performance against this well-known and established benchmark index.
Investment strategy of pension fund pro