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ppcmetrics ag

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Switzerland

Founded in

1991 (34 Years)

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ppcmetrics ag is a leading consulting firm whose services include investment controlling and investment consulting, selection of financial service providers (asset manager selection) including public procurements for such selection, asset liability management (alm), definition of investment strategies, asset allocation, portfolio analyses, drafting of investment regulations, consulting on sustainable investments, legal consulting (bvg/lpp, financial market legislation, pension fund governance) and actuarial consulting as well as activities as pension actuary. our clients in switzerland and abroad include institutional investors such as insurance companies, as well as renowned professional investors such as pension funds, employee benefits foundations, public social insurances and pension funds and other public-law entities, large companies, foundations, associations (in particular non-profit organisations) or ultra-high-net-worth individuals (uhnwi) and their consultants (e.g. family offices). ppcmetrics ag advises its clients upon their own initiative and carries out its analyses according to the processes it has developed. it does not make any investment decisions on behalf or for the clients and expressly does not make any investment recommendation. as well-informed investors it is in the clients’ responsibility and at their discretion how they decide and act based on the advice offered by ppcmetrics ag. ppcmetrics ag assumes that the clients possess the necessary knowledge and sufficient experience in the financial field to make their investment decisions and assess the associated risks. ppcmetrics ag does not perform an assessment of appropriateness or of suitability pursuant to the finsa. based on the clients’ specifications, ppcmetrics ag assumes that the investments are compatible with their investment objectives, in particular their risk capacity as well as the asset allocation and the time horizon of the investments. ppcmetrics ag is not involved in the de

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