Analytics

 Investment Office

Selecting relevant market observations

Investment Thoughts
Asset Management
Pension Funds
Pension Funds Switzerland
Public Pension Funds
Corporate Pension Funds
Industry-Wide Funds
Multi-Employer Funds
Investment Advisors
User Manual
Family Offices
Wealth Managers
About
Disclaimer

Pension Funds Switzerland 2018

is made possible thanks to the following sponsors:

 

 

 

 

 

 

 

 

 

 

 

 

Sammelstiftung Vita

Vita Joint Foundation

 

 

 

 

 

 

 

   Pension Funds - Pension Funds Switzerland - Public Pension Funds

CP VAL, PK WAL

 

Pension Fund Name

 

CP VAL, PK Wal

 

 

Address Contact
Rue Chanoine-Berchtold 30 Tel +41 27 606 2950
Case postale 315

www.cpval.ch

1950 Sion

 

 

Facts and Figures

 

Description Pension fund of the Canton of Valais/Wallis
Category Public Pension Fund
Foundation 2010
Membership 11’504 active, 5’826 retired
Assets 4‘284 million
Performance 8.45%
Funded Ratio 82.30%

 

 

Senior Contacts

Director Patrice Vernier

 

patrice.vernier@admin.vs.ch

 

 

Assets Breakdown (31.12.2013)

Assets

Allocation

Returns
Liquidity 11.24%
Loan to the Canton 24.58%  
Bonds CHF  6.47%
Bonds non-CHF  9.93%
Equity Domestic 12.31%
Equity Foreign 11.59%
Real Estate Domestic 15.01%
Real Estate Foreign  3.25%
Alternative Investments  4.71%
Commodity  2.96%

100%  6.51%

 

Assets Breakdown (31.12.2008)

Assets

Allocation

Returns
Liquidity 16.81% 2.15%
Bonds CHF 19.87% 6.84%
Bonds non-CHF 8.65% -2.57%
Convertible Bonds 2.33% -26.27%
Equity Domestic 12.49% -35.55%
Equity Foreign 10.06% -44.98%
Real Estate Domestic 18.55% 6.97%
Real Estate Foreign 3.74% -20.92%
Alternative Investments 4.95% -24.36%
Commodity 2.55% -46.85%

100% -14.14%

 

 

Investment Managers

Banque Cantonale du Valais, Sion; Credit Suisse, Sion; Lombard Odier AM, Sion; IAM SA; Pictet & Cie; UBS, Lausanne; Swiss Life Holdings; Raiffeisen.

 

 

Sion

27.12.2011


 

 

 

Public Pension Funds

 

 

Corporate Pension Funds

 

 

Industry-Wide Funds

 

 

Multi-Employer Funds

 

 

 

 

Pension Funds Switzerland 2018

 For institutional investors only

 

Pension Funds Switzerland 2017

 For institutional investors only

 

Pension Funds Switzerland 2016

 For institutional investors only

 

 

Pension Funds Guide
Switzerland 2015

 For institutional investors only

pdf Version