Analysis of the Asset Management Market: The Impact from the Credit Suisse and UBS Merger and its Effects on Pension Funds

Abstract

With the merger between two of the largest financial institutions in Switzerland, the investment landscape for pension funds and similar entities has fundamentally shifted. Historically, many of these funds relied on both UBS and Credit Suisse to diversify their assets, but now run a potential asset concentration risk in their portfolios. In addition to portfolio diversification concerns, other key relationships within these funds, such as those with global custodians, consultants, and asset managers may also be under review.