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Preface 2024
Preface 2024
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Preface 2024
  • Jahresbericht 2024de
  • Preface 2024
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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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Sus­tain­abil­ity report

Based on the statutory and regulatory re­quire­ments and in connection with the constant optimisation of the risk/return ratio, the consideration of sustainability criteria is an im­por­tant component in the management of in­vest­ments. As part of the next further de­vel­op­ment, comPlan signed the Principles for Re­spon­si­ble Investment (PRI) in the 2024 financial year. The com­pre­hen­sive sustainability report – which comPlan published for the third time in 2024 – shows what comPlan understands by sustainability and specific mea­sures it derives from this. The report is available on the website (www.pk-complan.ch). comPlan focuses on mea­sures with high impact according to the current state of research, such as direct in­vest­ments with explicit sustainability targets. Another im­por­tant factor is dialogue with the company (known as engagement). Progress was made on all five ambitions in the 2024 financial year. At the same time, new ambitions have been defined, and will be pursued further for the next three years.