PPCmetrics

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

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

• Investment consulting
• Pension fund advisory
• Asset manager selection
• Investment controlling
• Actuarial consulting

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. 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

Core 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

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad 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

• YouTubeyoutube.com/channel/UCcWhP9kaUg4_wt70I81AXxQ
• LinkedInlinkedin.com/company/ppcmetrics-ag

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles24 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PPCmetrics