Since 2010, PARSUMO has been offering independent consulting services in the fields of occupational pension schemes and asset management. With a team of talented and experienced financial specialists, we support companies and private individuals based in Switzerland in building suitable pension structures and managing their associated pension assets.
Clients of PARSUMO appreciate the personal approach and benefit from a novel consulting and support model that, in addition to offering a very high level of service quality, takes a scientifically grounded approach. This model provides comprehensive support to larger SMEs in transforming their occupational pension solutions (BVG) into a strategic success factor in the job market. Key topics such as relative employer attractiveness and pension fund risks are central to this approach and are backed by our proprietary databases.
We have long-standing advisory clients who, over more than 20 years, have consistently outperformed benchmark indices with their broadly diversified and CHF-dominated investment portfolios. In inefficient equity markets, we also offer a factor-based investment model that has delivered systematic outperformance over multiple years. For information-efficient markets, we rely on index instruments. For several years now, we have also been committed to the sustainable implementation of both BVG concepts and investment strategies.
The company is owner-managed and employs 14 staff and partners in Basel and Zurich. PARSUMO is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as both a manager of collective assets (according to FINIG, Art. 24 ff.) and as an occupational pension consultant and independent insurance intermediary. PARSUMO is also a member of the Swiss Association of Asset Managers (VSV). Our clients value our complete independence and the absence of any conflicts of interest regarding the selection of service providers or investment instruments.
