Parsumo – Berufliche Vorsorge & Vermögensverwaltung – BVG Beratung und Asset Management

About us

We are passionate, objective and target-oriented. We always have our clients’ best interests at heart. We carefully select our partners and employees based on their approach to work and their level of specialist knowledge. Continue reading »

Philosophy

The responsible management and growth of your assets lies at the heart of our mandate. You benefit from our uncompromising independence, utmost professionalism and complete transparency. Continue reading »

Provision

How can you and your company benefit from a pension plan restructuring? Improve benefits and reduce costs at the same time in order to secure your retirement. Continue reading »

Investments

A successful investment is characterized by the fact that it is evidence-based and cost-efficient; sustainability included. Continue reading »

Useful information for cross-border commuters

Autor: Marcel Zutter Cross-border commuters face specific challenges, particularly with regard to occupational benefits and tax issues. This guide aims to shed light on this complex issue and provide practical information for those who cross the border between their country […]

Pension Fund Interest Rate 2022 in Comparison

Autor: Lucas Widmer Following a prosperous 2021, the investment year of 2022 is recorded as one of the worst, with most pension funds unable to evade this downturn. This year, we present the interest rates different pension funds are offering […]

Is the Pension Reform Backlog Slowly Clearing?

Author: Lucas Widmer During the 2021 winter session, Swiss parliament addressed long-awaited reforms to the Swiss pension system’s first and second pillars. Here’s a summary of the key outcomes: AHV Reform 21: Equal Retirement Age for Women and Men Parliament […]

A differentiation between inefficient and efficient markets is necessary in order to know where I have to rely on passive and where to favor active approaches. PARSUMO's method is plausible, transparent and conclusive.

I get in many areas great advice and consulting support. However in the area of tactical asset allocation I want portfolio managers with not only great models and analytical tools but also the capability to finally translate it into buy and sell decisions. Only with this final decision I see the quality of the nicely presented concepts.

We see in your dynamic Multi-Asset Class-Strategies a plausible, new approach based much more on risk management than on making 12-months return estimates. We all know that the latter is incredibly difficult.

I entrust PARSUMO as investment specialist with the management of my wealth, as I became convinced that my goal of sustainable wealth creation is being consequently followed and the applied approach is the most promising one.

I rely on rule-based investment approaches so that there's no room for panic or greed when it comes to investing.

Pension Provision

Quantitative Stock Selection

Risk Regime Investing