Optimized risk strategy

Principle of cashflow matching:

• Secure pension obligations - With plannable returns from bonds

• Interest and capital payments - Directly cover due pension payments

• Timely liquidity - Without premature sale of securities

• Risk minimization - Protection against interest rate and market risks

Advantages of the strategy:

• Maximum security - For the provision of all pension obligations

• Plannable cashflows - Exact coordination of income and expenses

• No sales pressure - Bonds are held until maturity

• Optimal liquidity planning - Precise prediction of all payment flows

Technical implementation:

• Professional portfolio management - By specialized asset managers

• Liability-driven investment - Investment strategy follows obligation structures

• Continuous monitoring - Monitoring and adjustment of matching quality

Consultation & Contact Our experts are happy to accompany you in defining and implementing your individual needs. Contact us for a non-binding consultation:

• Email: info@livica.ch

• Phone: +41 31 330 21 11