Investment & Actuarial Consulting, Controlling and Research

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1 Investment & Actuarial Consulting, Controlling and Research

2 E ven the most impressive river was once a tiny raindrop. We have evolved into the leading Swiss consulting firm for institutional and private investors.

3 «Creating added value» Our consulting services are tried and proven in practice and scientifically sound. PPCmetrics AG has been a leading consulting firm for institutional and private investors since Our offices are located in Zurich and Nyon. The company's shares are Expertise and experience We have leading-edge expertise and our procedures have a proven track record. We complement our clients skills and guarantee best institutional practices. Independence and transparency We set great store on offering our clients independent and transparent advice. Our ownership and fee structures are crucial guarantees of this. Client focus and continuity Every client is advised by a partner and a client-specific staff team. Our partnership model guarantees continuity in the ownership structure as well as a long-term and stable client care. We regard this as one of the key success factors behind the quality of our services. majority-owned by the partners. We focus on long-term goals for the benefit of our clients and staff. The added value we generate for our clients is based on four pillars: Professionalism and innovativeness Our advisory services are professional and innovative. They rest on solid scientific bases and are tested and proven in practice. We are supported by a highly qualified and experienced staff. You will learn more about us in the following pages. We would be happy to discuss with you in person the advantages of working with us. 3

4 C ontinuity is the bedrock of our success. Our partnership model guarantees continuity in the ownership structure as well as a long-term and stable client relationship. We regard this as one of the key success factors behind the quality of our services.

5 The Partners Our clients are served directly by one or several partners. The partners are responsible for business management. They possess long-term experience in advising institutional and private investors, and a thorough knowledge of financial markets, financial service providers and actuarial practice in occupational benefit schemes. All partners are lecturers in the fields of finance and risk management. They teach at the Uni ver sities of Berne and Zurich, the Lucerne University of Applied Sciences, the Professional School for Staff Welfare ("Fachschule für Personalvorsorge"), the Swiss Finance Institute, etc. One of the key success factors behind the quality of our services is the fact that our clients are served directly by one or several partners. They are supported by a team of investment and actuarial consultants. PPCmetrics partners (left to right) Marco Jost, 1973, Dr. sc. math., Pension actuary, partner since 2013 Hansruedi Scherer, 1964, Dr. rer. pol., founding partner Andreas Reichlin, 1969, Dr. oec. publ., partner since 2004 Dominique Ammann, 1956, Dr. rer. pol., founding partner Stephan Skaanes, 1977, Dr. oec. publ., CFA, partner since 2010 Alfredo Fusetti, 1979, lic. oec. publ., partner since 2013 Pascal Frei, 1976, MSc in Finance, CFA, partner since 2011 Alfred Bühler, 1968, Dr. oec. HSG, founding partner Lukas Riesen, 1977, MSc Ec, CFA, partner since

6 G rowth is the most natural thing in the world. We provide continuity in our consulting service. Every client is looked after by a partner together with a specialized, client-specific team.

7 Staff Trends We match personnel skills to the scale and requirements of our mandates. Our staff are the crucial success factor. We set the greatest store by above-average qualifications and broad experience in financial analysis and actuarial practice, in advising institutional and private investors and in portfolio management. We match our staff skills to the scale and requirements of our mandates. We make sure that our staff members are able to devote sufficient time to you. Thanks to the continuous sharing of experiences and ongoing training both in-house and externally, our staff stay abreast of the latest advances in research and practice. The following charts show staff trends in our company. 70 Staff trends: qualifications Certificate Bachelor Master Doctorate Staff trends: duties Partner Investment & Actuarial Consultant Administration

8 W e guarantee you a competent and transparent advice. The ultimate goal of our consulting services is to develop practicable solutions that create real added value for our clients.

9 Mission Statement We provide independent, efficient and transparent services. We advise and assist institutional and private investors in planning, implementing and monitoring their investments. Furthermore, we offer top-notch services in the actuarial field and operate as a pension fund expert. Our responsibility We are active in the realm of pension funds and strive to help ensure the transparent and efficient management of pension assets as well as the attainment of the pension objectives. Our clients We work exclusively in our clients interests and our watchwords are independence and transparency in our consulting services and our role as expert. Our staff We aim for highly-qualified and autonomous staff members and we therefore foster and develop both their professional and personal capabilities. Our organization Our goal is to shape a modern organization that is geared to the needs of our clients and staff. 9

10 S uccess through quality, experience and innovation. Our services are tailored to suit our clients present and future needs.

11 Services PPCmetrics offers its clients a comprehensive and professional range of services. Advising institutional investors We advise and assist institutional and private investors in planning, implementing and Investment organization Participation in investment bodies External investment adviser Organizational structure Mandate specifications Investment regulations Investment processes Pension governance Investment controlling Risk / return analysis Peer group comparison Assessing portfolio managers Compliance with investment guidelines Comparison of fees and charges Monitoring custodian bank Investment strategy Setting investment targets Risk profile analysis Asset and liability management Determining asset allocation monitoring their investments. Furthermore, we offer high quality services in the actuarial field and work as a pension fund expert. Portfolio structure Mandate structure Investment guidelines Investments vehicles Investment style Benchmark Selection of portfolio managers/ custodian bank Request for proposals Evaluation Recommendation Contract negotiations Actuarial consulting Classical expert role / second opinion Actuarial valuations and analyses Liability risk management Design and examination of pension plans Selection of pension funds Legal advice Legal issues in the investment process Contracts (advice, drafting, negotiation, controlling) Legal due diligence / legal risk management / legal governance Training Public as well as customized basic and advanced courses 11

12 Investment & Actuarial Consulting, Controlling and Research PPCmetrics AG Badenerstrasse 6 P.O. Box CH-8021 Zürich Telephone Fax ppcmetrics@ppcmetrics.ch PPCmetrics SA 23, route de St-Cergue CH-1260 Nyon Telephone Fax nyon@ppcmetrics.ch

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