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Preface 2024
Preface 2024
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Preface 2024
  • Jahresbericht 2024de
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Table of contents for the Preface 2024 report

Preface
Financial situationInterest on retirement savingsPension plan optimisationsSustainable investmentImportant decisions in comPlan’s Foundation CouncilPersonnel changesThank you
Important key figuresAssets
Financial markets in 2024Management of plan assetsChanges to investmentsComposition of investments as at 31 December 2024Overview of investment performanceSustainability reportOutlook for 2025 financial year
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Changes to in­vest­ments

In the 2024 financial year, an asset and liability study was conducted, in which the investment strategy was aligned with the obligations. This involved making a decision to adjust the strategy in terms of a long-term direction and to highlight the three asset classes, nominal values, equities and fair values. Nominal values were reduced by 3 percentage points and restructured. Equities will be increased by 2 percentage points and fair values by 1 percentage point. The new target values of 36% nominal values, 36% equities and 28% fair values are a further step towards a target portfolio. In the long term, the investment strategy is to cover around 30% nominal values, 40% equities and 30% in fair value assets.