Management of plan assets
The management of the pension assets is guided exclusively by the interests of the insured members. The governing bodies of comPlan pursue the following goals:
- To achieve long-term earnings under consideration of risk capacity 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
The Foundation Counsil determines the investment strategy with corresponding ranges as part of a comprehensive asset and liability study in order to ensure that the above objectives are achieved as effectively as possible. The counsil assigns the Investment Commission and the administrative office with the implementation of the strategy. The portfolio management of the pension assets is carried out by external specialists. The investment team and the independent investment controller, together with the global custodian, continuously monitor the asset development and investment returns of all mandates. They regularly prepare reports with recommendations for action for the attention of the Foundation Counsil and the Investment Committee.