With Swiss interest rates returning to zero, the brief window of positive yield on CHF bonds is closing, reviving a familiar challenge for institutional investors: how to meet long-term return objectives in a low-rate environment. At the same time, geopolitical tensions are reaching new heights, reshaping global risk dynamics and testing the resilience of traditional portfolio structures.
Meanwhile, integrating ESG and climate considerations into investment decisions is no longer merely a matter of reputation; it is increasingly central to risk management, opportunity capture, and fiduciary duty.
We were pleased to host a roundtable discussion that brought these challenges into focus and explored how institutional investors could respond strategically.
A roundtable for meaningful exchange
This roundtable offered an opportunity to explore how the TPA framework resonated with the realities of the Swiss market, where long-term performance, resilience, and credibility in ESG integration were of the highest importance. With insights from Roger Urwin, one of the original thinkers behind the TPA, and a small group of peers from across the industry, the setting was designed to encourage genuine dialogue and thoughtful exchange. Your perspective was especially valued as we collectively explored how this evolving approach could shape portfolio management in Switzerland.
