Fourth Occupational Benefits Seminar on the theme "The 3rd contributors and the forced march towards diversification"

Private Banking - 11/9/2016

The fourth annual Seminar on Occupational Benefits was held on 7 November at Swisstech in Lausanne. Initiated four years ago by Edmond de Rothschild (Suisse) and Alexandre Michellod, head of our Occupational Benefits and OPP2 siam strategies unit, in association with leading companies in the pension funds business, this seminar is meant to confirm us as a front-runner in employee benefits management.

200 professionals in the field attended the event, which featured presentations by Gilbert Hellegouarch, Head for Institutional Clients at Edmond de Rothschild Asset Management; Thomas Cho, a doctor of actuarial science and a lecturer and researcher at the Faculty of Business and Economics (HEC), Lausanne and the Haute École de Gestion, Geneva; Jean-Paul Guyon, Director of the Inter-professional Healthcare Employee Benefits Foundation; and Christoph Ryter, of the Migros Pension Fund. These experts dealt with the issues and stakes involved for yield-hungry pension funds looking to diversify their portfolios by investing in alternative asset classes such as real estate. The presentations were followed by a lively debate moderated by Emmanuel Garressus, an editorialist for Le Temps, on the merits of crossing cantonal and international borders in property investments.

During this discussion Pierre Jacquot, Head of Real Estate Edmond de Rothschild (Suisse) and CEO of Orox Asset Management, explained various real estate investment strategies.

Christian Lorenz, in his dual role as Chairman of the Executive Committee of Edmond de Rothschild Asset Management (Suisse) SA and member of the Edmond de Rothschild Employee Benefits Foundation, wrapped up the morning’s deliberations by pointing out the prime importance of investment returns as the “third contributor”, in addition to the employer and the employee, to occupational benefits schemes. Lorenz concluded on an upbeat note, emphasising that efficient asset allocation and diversification, together with good risk management, make it possible to achieve yields that cover future liabilities.

Our Partners



 

We would like to thank our partners:

Bernard Pasche
PKRück, Compagnie d'assurance-vie pour la prévoyance professionnelle S.A.

Alexander Spillmann
Tellco Prévoyance S.A.

Marçal Decoppet
Copré - La Collective de Prévoyance

Pasquale Zarra
PensExpert S.A.

Jacques-Antoine Baudraz
Mercer (Suisse) S.A.

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