PPCmetrics
- Company typePrivate
- Founded1989
- HeadquartersZürich, Switzerland
- Headcount51–100
- GTM typeB2B
- OfferingServices
PPCmetrics firmographics
Firmographics- Name
- PPCmetrics
- Legal name
- PPCmetrics AG
- Website
- https://ppcmetrics.ch
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
PPCmetrics industry classification
Industry- Product category
- Investment Consulting Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
- akta.pro secondary industry
- Data & Metrics for PM/PPM (Analytics, KPIs, Experimentation) (EDABAHAL)
Keywords
Where PPCmetrics is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices2 records
Markets served
PPCmetrics business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Investment Consulting Services: Advisory fees for investment consulting, controlling, and asset manager selection services provided to institutional and private investors.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
PPCmetrics product offering
Product offeringCore offering
PPCmetrics is a Swiss investment consulting boutique providing independent advisory and controlling services to institutional investors, principally Swiss pension funds, insurance companies, foundations, and private investors. Its offering spans investment strategy, asset manager selection, performance measurement and benchmarking, risk management, fee analysis, public procurement support, actuarial and legal consulting, real estate and private markets advisory, and sustainable investing. It complements consulting mandates with proprietary tools such as the Pension Ticker live data platform, the myPPCmetrics client portal, and the FRP 4 Calculator.
Product overview
PPCmetrics is a leading Swiss consulting firm offering high-quality advisory services for institutional and private investors, specializing in investment controlling, asset management, and financial consulting. The core product portfolio includes the Pension Ticker (a daily performance and funding ratio indicator), myPPCmetrics (a web-based comparison platform), the Financial Lexicon (a knowledge resource with 530+ terms), the DTA 4 Calculator (for technical interest rates), and the Risk-bearing Funded Status methodology. These are complemented by consulting services including Investment Strategy, Asset Manager Selection, Investment Controlling, Sustainable Investing, Legal and Actuarial Consulting, Real Estate and Private Markets advisory, Portfoliocheck, Fee Analysis, Public Procurement Consulting, and Training & Education programs.
Differentiator
Problem solved
Functional benefit
Brands
- myPPCmetrics: Interactive web platform for portfolio comparisons and benchmarking analysis for institutional clients
Products and services
- Investment Strategy Consulting Advisory service helping institutional investors, principally Swiss pension funds, insurance companies and foundations, define and refine their strategic asset allocation and investment policy in line with liability profile, regulatory framework, and risk tolerance.
- Asset Manager Selection Independent search, evaluation, and selection of external asset managers and investment funds across asset classes for institutional clients.
- Investment Controlling Ongoing monitoring, performance measurement, and reporting of institutional investment portfolios, including compliance checks against investment guidelines and benchmarking.
- Portfoliocheck (Portfolio Review) One-off or periodic review of an institutional portfolio's structure, performance, and risk, with recommendations for improvement.
- Fee Analysis Independent analysis and benchmarking of asset management fees paid by institutional investors, including negotiation support with asset managers.
- Public Procurement Consulting Advisory and support for public-law pension funds and other public bodies in running compliant procurement processes for asset management and related services.
- Actuarial Consulting Actuarial advisory for pension funds covering funding ratio analysis, contribution rate calculations, and balance-sheet structuring (including use of the FRP 4 Calculator and Risk-bearing Funded Status methodology).
- Legal Consulting Legal advice for pension funds and other institutional clients on regulatory, governance, and contractual matters, led by the firm's General Counsel.
- Real Estate Investments Consulting Advisory on direct and indirect real estate investments for institutional clients, including strategy, manager selection, and ongoing monitoring.
- Private Markets Consulting Advisory on private equity, private debt, and infrastructure investments for institutional clients, including fund selection, due diligence, and ongoing monitoring.
- Sustainable Investing Consulting Advisory and implementation support for integrating ESG and sustainability criteria into institutional investment strategies and reporting.
- Training & Education Structured training programs and courses for pension fund trustees, investment committee members, and other institutional stakeholders on investment topics.
- Consulting for Private Investors Independent investment consulting, asset allocation, and manager selection for high-net-worth private investors and families, leveraging PPCmetrics' institutional expertise.
- Pension Ticker (Live Performance Data Platform) Proprietary online platform providing live, up-to-date performance data and benchmarking for Swiss pension funds, used by clients for ongoing portfolio monitoring.
- myPPCmetrics (Client Portal) Secure online client portal providing access to reports, analyses, and documents related to PPCmetrics consulting mandates.
Quantifiable outcome
- Pension Ticker covers over 400 pension funds representing CHF 900 billion in assets and 4+ million insured persons
- +1 more outcomes
Companies that use PPCmetrics
Customer profileSegments5 records
Ideal customer profiles3 records
PPCmetrics technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
PPCmetrics partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
PPCmetrics competitors and assessment
Company assessmentBroad incumbents
- Lazard: Global financial advisory firm offering investment strategy and asset allocation consulting to institutional clients, including pension funds. Comparable in advisory depth though broader in scope, including M&A and restructuring services.
- Mercer: Global consulting leader with a dedicated Swiss investment consulting practice serving pension funds and institutional investors. Overlaps with PPCmetrics on investment strategy, manager selection, and ALM, though Mercer operates at far greater scale across insurance, health, and HR consulting.
- Willis Towers Watson (WTW): Major global advisory firm with substantial investment consulting for pension funds in Switzerland. Comparable services include investment strategy, manager research, and actuarial consulting, supplemented by broader risk and insurance advisory capabilities.
- Aon: Global professional services firm with an investment consulting arm serving pension funds in Switzerland and globally. Direct overlap with PPCmetrics in investment advisory, actuarial, and ALM consulting for institutional clients.
- BlackRock: World's largest asset manager with an institutional client business serving pension funds through investment advisory, risk analytics, and Aladdin platform services. Increasingly competitive with boutique consulting firms on manager selection and portfolio analytics.
Emerging players
- StepStone Group: Private markets advisory and investment firm focused on private equity, private debt, and infrastructure consulting for institutional investors. Overlaps with PPCmetrics' private markets advisory service line.
Direct peers
- Cambridge Associates: Global investment consulting firm serving institutional investors including foundations, endowments, and pensions with portfolio advisory, manager research, and performance analytics. Highly comparable model to PPCmetrics' institutional investment consulting.
- Russell Investments: Investment consulting and outsourced CIO (OCIO) provider serving institutional clients globally. Directly comparable to PPCmetrics on investment strategy, manager research, and performance evaluation for pension funds.
- Complementa: Swiss investment consulting firm providing investment controlling, actuarial, and pension fund advisory services. Closest domestic competitor to PPCmetrics in size, scope, and customer base within the Swiss BVG/OPP2 ecosystem.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
PPCmetrics social profiles
Digital presencePPCmetrics compliance and trust
Trust signalCompliance1 record
PPCmetrics financial estimates
Financial estimateRevenue estimate
Valuation estimate
PPCmetrics leadership team
Management profileNumber of profiles
Profiles24 records
PPCmetrics subsidiaries and ownership
Company hierarchySubsidiaries1 record
PPCmetrics funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PPCmetrics M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PPCmetrics
What does PPCmetrics do?
PPCmetrics is a Swiss investment consulting boutique providing independent advisory and controlling services to institutional investors, principally Swiss pension funds, insurance companies, foundations, and private investors. Its offering spans investment strategy, asset manager selection, performance measurement and benchmarking, risk management, fee analysis, public procurement support, actuarial and legal consulting, real estate and private markets advisory, and sustainable investing. It complements consulting mandates with proprietary tools such as the Pension Ticker live data platform, the myPPCmetrics client portal, and the FRP 4 Calculator.
Is PPCmetrics a public or private company?
PPCmetrics is a private company. It is classified as management employee owned and is currently operating.
When was PPCmetrics founded?
PPCmetrics was founded in 1989. It employs 51 to 100 people.
Where is PPCmetrics based?
PPCmetrics is headquartered in Zürich, Switzerland, in the Europe region.
How does PPCmetrics make money?
One revenue line is on record: investment Consulting Services.
Who are PPCmetrics's main competitors?
Broad incumbents on record are Lazard, Mercer, Willis Towers Watson (WTW), Aon and BlackRock. StepStone Group is listed as an emerging player. Direct peers are Cambridge Associates, Russell Investments and Complementa.
Does PPCmetrics have an API?
No public API is recorded for PPCmetrics.
What industry is PPCmetrics in?
PPCmetrics's product category is Investment Consulting Services. Its primary akta.pro industry code is FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail), with a secondary code of EDABAHAL, Data & Metrics for PM/PPM (Analytics, KPIs, Experimentation). Its NAICS code is 523940 and its SIC code is 6282.