Pension Fund Forum kicks off in Zurich
InvestmentEurope’s Pension Fund Forum has now kicked off at the Park Hyatt Hotel in Zurich, attracting about 40 key Swiss fund selectors.
The event features presentations from Macquarie Asset Management, Capital Group, New Capital-EFG Asset Management, Seilern Investment Management as well as a number of key actors of the Swiss pension fund industry.
The event was kicked off by Andreas Valda, Swiss journalist and chair of the event, who highlighted the impact of funding gaps on the Swiss Pension fund industry, which are increasingly forcing Swiss investors to access riskier asset classes.
Philipp Weber, investment adviser at Zurich-based C-alm picked p on the theme by discussing how pension funds can deliver returns in a low yield environment.
His presentation was followed up by Britney Lam, investment strategist at Macquarie Asset Management, who discussed the state of Chinese monetary policy and opportunities for Swiss Investors. Christophe Braun, investment expert at Capital Group continued the emerging market theme by arguing that investments in emerging markets do not have to be riskier than those in developed markets.
Raphaël Pitoun, CIO at Seilern Investment Management addressed the return challenge from a different angle by discussing investments in global quality growth stocks.
A panel consisting of Philipp Weber, Marco Bagutti, head of Investments at Zurich-based Stiftung Auffangeinrichtung BVG, and Markus Leuthard, head of Investments at Zurich-based Vita Sammelstiftung subsequently discussed opportunities and challenges of performance optimisation in a low yield environment.
The morning sessions were wrapped up by Urs Beck, Swiss Equity manager at New Capital-EFG Asset Management who advocated in favour of an unconstrained approach towards Swiss equities in order to achieve lower risks and higher returns.
The afternoon sessions will focus on the Fintech theme, with Reto Tarreghetta, cost analysis expert at Novarca discussing how algorithmic investing can contribute to reducing costs and avoiding conflicts of interest.
He will be followed up by Andreas Dietrich, professor in economics at Luzern University and Fintech expert, who will discuss whether investment strategies will be increasingly determined by algorithms.
The event will be wrapped up by a second panel debate, featuring Reto Tarreghetta, Andreas Dietrich, Michael F. Appenzeller, co-founder of fintech firms Etops and Fundbase, Vera Kupper Staub, vice president Oberaufsicht Berufliche Vorsorge OAK BV and Adrian Gautschim investment advisor at BVG, who will discuss whether investment strategies based on algorithms will become increasingly important for the Swiss professional pensions system.