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Preface 2025
Preface 2025
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Preface 2025
  • Key figures
  • Jahresbericht 2025de
  • Preface 2025
  • Jahresbericht 2024de
  • Preface 2024
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Table of contents for the Preface 2025 report

Preface
Financial situationInterest on retirement savingsParticipation of pension recipients in investment income
1. Adjustment of current pensions for inflation (inflation adjustment)2. One-off payments
Amendment of Pension Fund regulationsSustainable investmentNew accredited pension actuaryPersonnel changes in the Foundation Counsil and in the Investment CommitteeOutlookThank you
Important key figuresAssets
Financial markets in 2025Management of plan assetsChanges to investmentsComposition of investments as at 31 December 2025Overview of investment performanceSustainability reportOutlook for the reporting year 2026
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Sus­tain­abil­ity report

In line with legal and regulatory re­quire­ments – and as part of the ongoing optimisation of the risk–return profile – the integration of sustainability criteria remains a central pillar of asset management. In the reporting year 2025, comPlan further enhanced its approach to voting behaviour in the global equities by incorporating more sustainability elements into the decision­making process. The comPlan sustainability report, published for the fourth time in 2025, outlines how the fund defines sustainability and what specific mea­sures have been im­ple­mented as a result. The report is available on the website (www.pk-comPlan.ch). comPlan focuses on mea­sures proven to have meaningful impact, such as direct in­vest­ments with explicit sustainability objectives and constructive dialogue with com­pa­nies (known as engagement).