WINNER

Country

Switzerland

AUM 2024

€22,688m

Performance

6.30%

The judges commended the fund for its pragmatic, responsible, results-driven and well-grounded integration of AI across its investment operations. Rather than pursuing headline-grabbing initiatives, the team focuses on practical efficiency gains, enhanced data quality and stronger fiduciary oversight. Its risk-based approach is solid and broadly aligned with industry standards, while early AI applications already improve reporting, ESG data use and knowledge capture ahead of expected retirements. The methodology shows promising potential to benefit both the fund and the wider European pension industry. By sharing insights with peers and academia, the fund demonstrates leadership, and its human-in-the-loop model positions it well for future innovation and organisational resilience. CPEG’s approach stands out by focusing on practical internal use cases rather than abstract experimentation, offering a replicable model for pension funds across Europe seeking better data, quicker insights, and sustained institutional knowledge.

STRATEGIC TAKEAWAYS

➤ Focuses on practical AI gains that boost efficiency, data quality, and oversight

➤ Applies a risk-based, human-guided approach that strengthens governance and resilience

➤ Provides sector leadership with a replicable model for better data and faster insights

HIGHLY COMMENDED

LifeGoals Multi-Employer Provident Fund

Pensio B

Judged by

Hanish Bhatia
Joshua Franzel
Philippos Mannaris
Philip Menco