Financial decision-making and strategy setting for pension funds

A cloud-based platform that combines and displays all asset, liability, financial, actuarial and operational data in order to facilitate decision making and generate better outcomes.

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Benefits

Pension funds use vertX IQ for moving their investment & financial reporting and decision-making process to a structured and system-based approach.

All data in one place, beautifully visualized

Full transparency and availability of data

Automated monitoring and performance benchmarking

Self-service simulation functionalities

Stakeholder-specific reporting and communication

Make your data speak!

Core Functionalities

vertX IQ centralizes pension fund data, providing streamlined tools for analysis, tracking, and informed decision-making. It empowers stakeholders with real-time insights, strategic forecasting, and tailored reporting for efficient, data-driven management.

All data in one place

The platform standardizes and links all existing information such as investment reports, custodian data, actuarial calculations, operational and peer data in a consistent logic. Pension funds can move away from decentralized internal & external data holding to an automated, always up-to-date data repository that is in their full ownership.

Controlling

The platform presents all information on an interactive online platform. This allows the pension fund management to always maintain an up-to-date overview and to monitor the development of the key performance indicators, such as coverage ratio, portfolio returns, risk measures, benchmark deviations etc.

Benchmarking

Pension funds can benchmark relevant KPIs against a target, historical data or a chosen (peer) benchmark in an automated way. Instead of relying on just a given set of benchmarks, our platform offers pension funds to choose from a variety of benchmarks from well-known providers.

Optimizer

Optimize your asset performance within the boundaries of SAA where our cashflow-contract based forward looking approach allows for short to medium-term optimization and long-term planning. Asset classes such as direct Real Estate, commitment-based investment (e.g. Private Equity) are reflected in its illiquid nature, giving investment and treasury responsible the precise picture of current and upcoming cash and balance sheet positions.

Simulation

Our revolutionary, cashflow-based ALM simulation projects the future assets and liabilities of the pension fund under various strategies and market scenarios. Clients can assess the impact of strategic decisions under different market developments in a self-servicing way. The simulation results in a full analysis of the pension fund, especially balance sheet, income and cashflow statement.

Reporting

The online cockpit enables a customized presentation of the information, adapted to the reporting needs of the various stakeholder groups. Instead of a static report, individual user groups can view their pension fund from the perspective relevant to them where the level of detail is audience appropriate and where important, but often complex KPIs are visualized in our Smart KPI Framework.

Meet the Team

Our dedicated experts who bring vertX IQ to life, combining industry knowledge with innovative solutions to shape the future of pension fund management.

Managing Partner

Alfred Widmer

Alfred Widmer has extensive experience in financial services and technology. Among other roles he served as CEO of the legal protection insurer AXA-ARAG and as Chief Operations Officer of Zurich Insurance Company in Morocco.

Partner

Wolfgang Batt

Wolfgang is an economist and lawyer with a 20-year career in the quantitative investment industry. He combines a deep understanding of applied quantitative methods with valuable legal insights.

Partner

Walter Brägger

With over 25 years of experience in global finance, Walter has honed his skills in a variety of areas including derivatives, equities, foreign exchange, fixed income, risk management and portfolio construction.

Partner

Vincent Couson

Vincent's expertise encompasses portfolio construction and analysis, asset and risk management, as well as derivatives and structured products.

Associate

Moana Stadelmann

Moana is pursuing her master's degree in economics and data science at the University of Zurich. Her role at vertX IQ includes data import and product development.

Associate

Veronika Valcikova

Veronika holds a M.A. in Economics, Econometrics and Data Science. At vertX IQ she is involved in various areas, including customer targeting, data import, and simulations.

Partner

Dave Stoll

Dave Stoll has co-founded and successfully led various ventures and companies in the financial services sector on a growth trajectory over the past 10 years.

BoD Member

Ben Boesch

Ben has spent the better part of his career leading teams that leverage digital technologies to drive organizational transformation. He joined vertX IQ in 2022 and has been served on its advisory board since 2023.

BoD Member

Philipp Neuhaus

Philipp has more than 15+ years in working for and advising tech venture companies. Before that, he gained extensive experience as a senior manager in process tech and automation companies.

Advisory Board Member

Urs Gfeller

Former CIO of Pension Fund Novartis with 40 years of experience in financial markets and institutional asset management.

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Media

14.11.2024 Media Release

The financial services and technology company vertX IQ gains two new experienced investors and entrepreneurs

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Financial decision-making and strategy setting for pension funds

Benefits

All data in one place, beautifully visualized

Full transparency and availability of data

Automated monitoring and performance benchmarking

Self-service simulation functionalities

Stakeholder-specific reporting and communication

Make your data speak!

Core Functionalities

Meet the Team

Reach out

Media

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