OECD Institutional Investors Statistics 2016
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OECD Institutional Investors Statistics 2016

Institutional investors (investment funds, insurance companies and pension funds) are major collectors of savings and suppliers of funds to financial markets. Their role as financial intermediaries and their impact on investment strategies have grown significantly over recent years along with deregulation and globalisation of financial markets.
This publication provides a unique set of statistics that reflect the level and structure of the financial assets and liabilities of institutional investors in the OECD countries (with the exception of Australia and Slovak Republic), and in Lithuania and the Russian Federation. Concepts and definitions are predominantly based on the System of National Accounts. Data are derived from national sources.
Data include outstanding amounts of financial assets and liabilities such as currency and deposits, securities, loans, and shares. When relevant, they are further broken down according to maturity and residency. The publication covers investment funds, of which open-end companies and closed-end companies, as well as insurance corporations and autonomous pension funds. Indicators are presented as percentages of GDP allowing for international comparisons, and at country level, both in national currency and as percentages of total financial assets of the investor. Time series display available data for the last eight years.

 

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Table 3 – Financial assets and liabilities of insurance corporations and pension funds: Switzerland You or your institution have access to this content

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OECD Institutional Investors Statistics 2015 - © OECD 2017

Switzerland
‌3Financial assets and liabilities of insurance corporations and pension funds
Million CHF
‌‌
‌2008‌
‌2009‌
‌2010‌
‌2011‌
‌2012‌
‌2013‌
‌2014‌
‌2015‌
Insurance corporations and pension funds
 
 
 
 
 
 
 
 
Financial net worth
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial assets
916 608
 
1 008 231
 
1 050 094
 
1 080 959
 
1 154 128
 
1 189 102
 
1 268 077
 
1 277 057
 
Currency and deposits
63 649
 
64 400
 
65 307
 
74 287
 
81 377
 
84 221
 
84 171
 
76 508
 
Debt securities
341 524
 
329 455
 
324 772
 
327 333
 
338 092
 
319 496
 
322 738
 
298 471
 
Loans
60 604
 
63 109
 
62 012
 
61 588
 
61 727
 
63 787
 
63 290
 
65 638
 
Equity and investment fund shares
436 080
 
542 475
 
590 811
 
608 081
 
665 506
 
712 469
 
794 636
 
833 198
 
Equity
179 277
 
216 758
 
220 355
 
224 408
 
245 542
 
240 710
 
231 908
 
229 260
 
Investment fund shares
256 803
 
325 717
 
370 456
 
383 673
 
419 964
 
471 759
 
562 728
 
603 938
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
14 751
 
8 792
 
7 192
 
9 670
 
7 426
 
9 129
 
3 242
 
3 242
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial liabilities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Debt securities
3 635
 
4 932
 
6 052
 
7 455
 
9 255
 
9 258
 
13 447
 
13 482
 
Short-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term debt securities
3 635
 
4 932
 
6 052
 
7 455
 
9 255
 
9 258
 
13 447
 
13 482
 
Loans
16 430
 
14 087
 
20 877
 
13 885
 
14 306
 
15 574
 
13 191
 
12 917
 
Short-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
898 330
 
923 597
 
941 309
 
969 376
 
1 008 677
 
1 044 038
 
1 085 336
 
1 113 837
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts payable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-financial assets
95 902
 
95 398
 
98 566
 
102 753
 
107 523
 
110 279
 
115 227
 
..
 
Insurance corporations
 
 
 
 
 
 
 
 
Financial net worth
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial assets
436 822
 
474 006
 
489 213
 
513 601
 
545 714
 
535 032
 
563 029
 
561 105
 
Currency and deposits
30 024
 
29 758
 
29 238
 
34 109
 
36 395
 
31 130
 
33 072
 
33 318
 
Debt securities
187 823
 
176 539
 
182 548
 
186 009
 
198 874
 
188 201
 
188 597
 
171 906
 
Loans
46 425
 
49 679
 
49 591
 
49 740
 
51 221
 
52 922
 
51 498
 
53 227
 
Equity and investment fund shares
172 550
 
218 030
 
227 836
 
243 743
 
259 224
 
262 779
 
289 862
 
302 654
 
Equity
114 271
 
133 583
 
135 689
 
147 002
 
155 613
 
152 351
 
156 230
 
159 437
 
Investment fund shares
58 279
 
84 447
 
92 147
 
96 741
 
103 611
 
110 428
 
133 632
 
143 217
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial liabilities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Debt securities
3 635
 
4 932
 
6 052
 
7 455
 
9 255
 
9 258
 
13 447
 
13 482
 
Short-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term debt securities
3 635
 
4 932
 
6 052
 
7 455
 
9 255
 
9 258
 
13 447
 
13 482
 
Loans
14 211
 
12 052
 
17 786
 
11 508
 
12 444
 
12 661
 
11 291
 
11 416
 
Short-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
321 021
 
327 636
 
332 113
 
340 506
 
353 635
 
360 938
 
371 332
 
380 617
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts payable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-financial assets
35 997
 
36 554
 
37 988
 
38 610
 
40 792
 
41 703
 
43 111
 
44 933
 
Pension funds
 
 
 
 
 
 
 
 
Financial net worth
-99 742
 
-63 771
 
-51 406
 
-63 889
 
-48 490
 
-31 943
 
-10 856
 
-18 769
 
Financial assets
479 786
 
534 225
 
560 881
 
567 358
 
608 414
 
654 070
 
705 048
 
715 952
 
Currency and deposits
33 625
 
34 642
 
36 069
 
40 178
 
44 982
 
53 091
 
51 099
 
43 190
 
Debt securities
153 701
 
152 916
 
142 224
 
141 324
 
139 218
 
131 295
 
134 141
 
126 565
 
Loans
14 179
 
13 430
 
12 421
 
11 848
 
10 506
 
10 865
 
11 792
 
12 411
 
Equity and investment fund shares
263 530
 
324 445
 
362 975
 
364 338
 
406 282
 
449 690
 
504 774
 
530 544
 
Equity
65 006
 
83 175
 
84 666
 
77 406
 
89 929
 
88 359
 
75 678
 
69 823
 
Investment fund shares
198 524
 
241 270
 
278 309
 
286 932
 
316 353
 
361 331
 
429 096
 
460 721
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
14 751
 
8 792
 
7 192
 
9 670
 
7 426
 
9 129
 
3 242
 
3 242
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial liabilities
579 528
 
597 996
 
612 287
 
631 247
 
656 904
 
686 013
 
715 904
 
734 721
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
2 219
 
2 035
 
3 091
 
2 377
 
1 862
 
2 913
 
1 900
 
1 501
 
Short-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
577 309
 
595 961
 
609 196
 
628 870
 
655 042
 
683 100
 
714 004
 
733 220
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts payable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-financial assets
59 905
 
58 844
 
60 578
 
64 143
 
66 731
 
68 576
 
72 116
 
..
 
..
Not available
Note: Detailed metadata at:http://metalinks.oecd.org/instinv/20170516/667f
Disclaimer: http://oe.cd/disclaimer

 
Countries Covered:
Switzerland
 
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