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Sustainably sourced gold investments
with substance:
We make ESG measurable in the gold market
Gold remains a sought-after asset class, not least due to the spiraling national debt of virtually every country. But what is the real sustainability of this glittering classic?
Our emerging market equity fund is very successful thanks to systematic factor investing.
Our emerging market equity fund, with its systematic factor investing approach, has been generating significantly above-average returns for many years, and that with below-average risk. But what exactly is behind our factor investing—and why do emerging markets in particular offer so much potential?
Withdrawing capital on retirement is a capital mistake – supplementary benefits will increase
Our balanced forced savings system is designed to provide financial security in old age. 1st pillar: AHV pay-as-you-go system, 2nd pillar: BVG funded system and voluntary payments into the 3rd pillar. Examples from abroad – 401K plans in the USA, surrounding countries – show insufficient voluntary pension savings and/or the overburdening of states with the financing of the pay-as-you-go system.
Publications
AZEK Lecture CIIA: Valuation of CDS
Valuation of Credit Default Swaps CDS
Can we and do we want to save the combined value of UBS and CS once again?
Roman von Ah, head of asset management firm Swiss Rock, talks to Cash magazine about the ‘super portfolio,’ what makes a good stock, and why higher capital requirements for UBS would actually make sense.
Read the interesting interview by Luca Niederkofler in Cash magazine. The interview was also published in Handelszeitung and Blick.
The interview is only available in German.
Infrastructure as an «independent» investment category:
A chimera
Author: Dr. Roman von Ah
Low or negative interest rates favored private market investments. The mantra: high returns, low risks and correlations. With a time lag, infrastructure investments emerged with similar arguments in their favor. Are the expectations realistic?
We are pleased that the professional journal Fachzeitschrift Schweizer Personalvorsorge / Prévoyance Professionelle Suisse published this article in its most recent edition (August 2024). (Available only in German or French).