Webinar Resources
SWISS PENSIONS CONFERENCE WEBINAR
In the 2020 Mercer CFA Institute Global Pension Index (MCGPI), Switzerland’s pension system is rated “B” and ranks 12th out of the 39 systems included in the study. Despite this meager result, the reform of the Swiss pension system progresses at a slow pace and future pensioners must expect significantly lower pensions than in the past. The Swiss CFA Society and Mercer Switzerland are pleased to offer you a webinar discussing the MCGPI both from a global and a Swiss perspective.
Dr. David Knox, lead author of the study, will provide an overview of the index and the challenges currently faced by pension systems. Ivan Guidotti, Chair of the Swiss Pensions Conference 2020 Romandie and Investment Officer at XO Investments, together with Tobias Wolf, Head Advisory at Mercer Switzerland, will dive deep into the major challenges of the Swiss pension systems and potential measures to provide more attractive pensions in the future.
The MCGPI is an annual study analysing and comparing pension systems around the world regarding their adequacy, sustainability and integrity. The 2020 edition features 39 systems and offers insights into their specific challenges and potential measures for improvement.
Resources
Global Pensions Index uncovers impact of Covid-19 on future pensions
MEDIENMITTEILUNG Mercer CFA Institute Global Pension Index 2020 (pdf)
Mercer CFA Institute Global Pension index 2020 (executive summary - pdf)
Mercer CFA Institute Global Pension Index 2020 (full report - pdf)
CFA Society Switzerland members can record PL credit for their participation using the online tracking tool.
Speakers
Dr. David Knox
Senior Partner at Mercer
Dr. David Knox
David is a Senior Partner at Mercer and the National Leader for research and policy in Australia. He is actuary to the Tasmanian and Western Australian public sector superannuation plans and lead author of the Mercer CFA Institute Global Pension Index, now in its twelfth eleventh year.
Before joining Mercer, David was at PricewaterhouseCoopers and prior to that he was the Professor of Actuarial Studies at The University of Melbourne. In his two decades in academia, he acted as a consultant to a range of financial organisations, in both the private and public sectors, specialising in pensions and retirement incomes. He has spoken and written widely in this area and has served on many Government and industry committees.
Tobias Wolf, CFA
Head of Advisory Business, Mercer Switzerland
Tobias Wolf, CFA
Tobias Wolf is heading the Advisory business for Mercer in Switzerland which includes also Mercer’s local Investment Consulting business.
He has more than 14 years of experience in the Financial Services industry, as a strategy consultant with major consulting firms as well as a strategist in the Wealth Management of a large Swiss bank.
Tobias holds a MSc. in Finance from London Business School, a BSc. in International Business from Northeastern University in Boston as well as ESB Reutlingen in Germany.
He is also a CFA charterholder and attended the Advanced Studies program in Pension Fund Management at HSLU.
Ivan Guidotti, PhD, CFA
Head of Investments at XO Investments, Chair of Swiss Pensions Conference 2020 Romandie
Ivan Guidotti, PhD, CFA
Ivan Guidotti, PhD, CFA is Head of Investments at XO Investments. Ivan has over 10 years of experience in risk and asset management. He holds a PhD in Finance from the University of Neuchâtel and a master degree in finance from the joint program of the Universities of Geneva, Lausanne and Neuchâtel. He joined XO Investments in 2011 where he focuses on the implementation of innovative investment solutions that fits the clients’ need. Prior to joining XO Investments, he worked as quantitative analyst at Olympia Capital Management, Paris. He also currently holds a position of lecturer at the University of Neuchâtel.