FUTURE
CONFERENCES
Programme
09.10
Registration and Coffee
09.40
Session 1: Evolving Geopolitical Risks and Macro Backdrop & Rethinking Your Investment Strategy Now - Understanding the environment before rebuilding the portfolio
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Global macroeconomic outlook: growth, inflation, geopolitical risk, and mounting sovereign debt stress
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What political and geopolitical forces are driving a reassessment of portfolio and asset allocation strategies, and what new or heightened risks should investors now consider (such as political and confiscatory risks)?
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How should you evaluate your portfolio’s geographical exposure—particularly to the US—and what concentration risks arise from its significant weighting toward the US market, especially in the technology and AI sectors?
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Where should you consider investing today given the changing risks landscape and across which asset classes or regions?
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Can reallocating some capital toward Swiss innovation enhance diversification, improve access to long duration growth, and better align investment outcomes with the long-term interest of beneficiaries and the real economy
Speakers;
Head of Investment Consulting
Mercer
Macro risk view in light of evolving geopolitical developements
Partner
Flexstone Partners
From Morgarten to Silicon Valley: The Swiss Innovation and Financing
10.55
Coffee/Tea
11.20
Session 2: Strategic Asset Allocation, Real Assets, Alternatives & the Search for Diversification in a more Volatile Inflationary Environment - Where are the diversifiers and can alternatives continue to deliver robust returns
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How should schemes be re-thinking their strategic asset allocation now?
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Why Swiss pension funds are increasingly turning to real assets and alternatives for diversification, income, and inflation protection
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Domestic Swiss real estate under the microscope: 85% of pension fund property exposure remains concentrated at home, with rising vacancy rates and valuation pressures in both residential and commercial segments
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Infrastructure, private credit, and private equity as portfolio diversifiers — opportunities and risks
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Governance challenges of managing an increasingly illiquid and complex portfolio
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Commodities and Real Assets – their role now in portfolios
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What is the new 'safe haven' asset now? Gold as an everyday currency and moving into the 'mainstream'
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Currency hedging affects Swiss pension funds - what does theory say, and what does practice show?
Speakers;
Member of the ALM team and Senior Investment Consultant
PPCmetrics
Strategic Asset Allocation: Trends and Challenges for Swiss Pension Funds
CFA, CAIA - Senior Investment-Consultant / Controller
Complementa
Real Assets, Alternatives & the Search for Diversification: Observations from the Swiss pension fund market
12.30
13.30
Lunch
Session 3: Swiss-Specific Challenges — Regulatory Changes and an Evolving ESG Landscape - Navigating the issues that are uniquely Swiss
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The aftermath of the failed BVG/LPP reform referendum: implications for conversion rates, the redistribution problem between active members and retirees, and long-term return targets
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Investment governance and risk capacity: evidence that a significant proportion of Swiss funds remain systematically under-risked relative to their capacity — what should boards and investment committees do about it?
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How to identify how much risk a pension fund can take and then stay invested even in turbulent times
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ESG and sustainability obligations: regulatory expectations, beneficiary pressure, and the practical challenges of climate-related disclosure and exclusion policies in a Swiss context.
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The regulatory and political landscape for sustainable investment is diverging dramatically. How should Swiss pension funds respond?
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Should defence investing be on the agenda now – navigating ESG considerations and a changing tide
Speakers:
Economist
Oberaufsichtskommission BV (OAK BV)
Asset allocations of Swiss pension funds: yesterday, today...and tomorrow?
Senior Manager Investor Education
Ethos Foundation
ESG Landscape In a State of Flux - What next and what should Pension Funds do
15.00
Close of Conference and Drinks Reception
Cost
The conference is by invitation only for pension funds and other institutional investors and we welcome new attendees from these investors. Therefore if you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. However, to ensure we have room for as many funds as possible, we have to limit free places to 3 attendees per approved organisation thereafter a reduced rate fee is payable per delegate. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.
Venue
Renaissance Zurich Tower Hotel
Turbinenstrasse 20,
8005 Zürich
Switzerland
Tel: +41 44-630 30 30
https://www.marriott.com/en-us/hotels/zrhbr-renaissance-zurich-tower-hotel/overview/
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