Istituto di Previdenza del Cantone Ticino (IPCT) publishes on its website:
At the end of 2024, following the implementation of an initial tranche of employer contribution reserves (RCDL), the Board of Directors requested an update to the investment strategy of the IPCT portfolio. The study, conducted in collaboration with the external consultant PPCmetrics, led to a slight modification of the strategy, which will be implemented starting from March 1, 2025.
The main changes include:
- An increase in the allocation to Swiss equities (+2%) and Swiss real estate (+2%) at the expense of Swiss bonds (-2%) and foreign currency bonds (-2%), bringing them closer to the average allocation of Swiss pension funds.
- The separation of loans to public law entities and Swiss mortgages (+2%) into a distinct asset class to better highlight the portion invested in Swiss bonds (-2%).
Additionally, this portfolio adjustment will be used as an opportunity to further increase the share of sustainably managed assets by approximately CHF 652 million, applying UBS’s proprietary “Climate Aware” methodology. This methodology is considered by the sector organizations referenced by IPCT to be aligned with ESG objectives. As a result of this change, IPCT has achieved the second-highest rating awarded by Klima Allianz for its securities investments.
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