Man­age­ment of plan assets

The management of plan assets exclusively takes into account the interests of policyholders. The executive bodies of comPlan pursue the following goals in this context:

• To achieve long-term earnings under consideration of risk tolerance and risk-taking
• To fulfil financial obligations in a timely manner at all times
• To ensure the nominal and where possible, real value retention of pension funds

As part of a com­pre­hen­sive asset and liability study, the Foundation Council defines an investment strategy with bandwidths that guarantee the best possible achieve­ment of the above targets and tasks the Investment Commission and the office with its im­ple­men­ta­tion. They entrust external specialists with the operational management of plan assets. The office’s investment team, along with the independent Investment Controller continually monitor asset de­vel­op­ment and the investment returns of all asset management mandates in cooperation with the central depositary. They regularly draw up reports with actionable rec­om­men­da­tions for submission to the Foundation Board and the Investment Commission.