{"id":6243,"date":"2020-08-24T07:26:13","date_gmt":"2020-08-24T07:26:13","guid":{"rendered":"https:\/\/blog.spheriq.ch\/?p=6243"},"modified":"2021-09-23T13:26:22","modified_gmt":"2021-09-23T11:26:22","slug":"swiss-philanthropy-performance-index","status":"publish","type":"post","link":"https:\/\/spheriq.ch\/blog\/swiss-philanthropy-performance-index\/","title":{"rendered":"Swiss Philanthropy Performance Index: Es geht weiter aufw\u00e4rts mit der Anlagenperformance"},"content":{"rendered":"\n<p>Die Wertschriftenanlagen von gemeinn\u00fctzigen Organisationen in der Schweiz haben sich im Juli erneut um durchschnittlich 0,9% nach oben entwickelt. Der Swiss Philanthropy Performance Index der beiden Kooperationspartner StiftungSchweiz und Z\u00fcrcher Kantonalbank liegt damit nur noch um \u20131,4% unter dem Wert vom Jahresanfang. Dieser Wert bezieht sich allerdings auf den Durchschnitt. W\u00e4hrend einzelne Organisationen f\u00fcr die Jahresperformance bereits wieder positive Zahlen ausweisen k\u00f6nnen, haben manche Stiftungen und Vereine immer noch erhebliche Verluste zu verzeichnen (siehe Tabelle).<\/p>\n\n\n<p><strong>Verteilung \u00fcber die Anlageklassen ist entscheidend<\/strong><\/p>\n\n\n<p>Die durchschnittliche Asset-Allokation ber\u00fccksichtigt Obligationen und Liquidit\u00e4t mit etwa 50%, w\u00e4hrend sich die riskanteren Klassen die restlichen 50% teilen (siehe Grafik auf der folgenden Seite). Im laufenden, sehr turbulenten Jahr sind bisher jene Portfolios am besten gefahren, die sich auf globale Anleihen, jedoch abgesichert in Schweizer Franken, konzentriert haben.<\/p>\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/blog.spheriq.ch\/wp-content\/uploads\/2020\/08\/Swiss_Phi_Grafik_01.svg\" alt=\"\" class=\"wp-image-6244\" width=\"692\" height=\"405\"\/><\/figure>\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/blog.spheriq.ch\/wp-content\/uploads\/2020\/08\/Swiss_Phi_Table_01.svg\" alt=\"\" class=\"wp-image-6245\" width=\"708\" height=\"163\"\/><\/figure>\n\n\n<p>Der Referenzindex f\u00fcr die Anlagen-Performance gemeinn\u00fctziger Organisationen wird monatlich <a href=\"https:\/\/app.spheriq.ch\/s\/sppi\">auf StiftungSchweiz publiziert.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Die Wertschriftenanlagen von gemeinn\u00fctzigen Organisationen in der Schweiz haben sich im Juli erneut um durchschnittlich 0,9% nach oben entwickelt. Der Swiss Philanthropy Performance Index der beiden Kooperationspartner StiftungSchweiz und Z\u00fcrcher Kantonalbank liegt damit nur noch um \u20131,4% unter dem Wert vom Jahresanfang. Dieser Wert bezieht sich allerdings auf den Durchschnitt. W\u00e4hrend einzelne Organisationen f\u00fcr die&#8230;","protected":false},"author":11,"featured_media":6249,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"image","meta":{"_acf_changed":false,"footnotes":""},"categories":[523,524],"tags":[],"post_label":[],"class_list":["post-6243","post","type-post","status-publish","format-image","has-post-thumbnail","hentry","category-sektor","category-swiphix","post_format-post-format-image"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Swiss Philanthropy Performance Index: Es geht weiter aufw\u00e4rts mit der Anlagenperformance - Spheriq-Blog<\/title>\n<meta name=\"description\" content=\"Es geht weiter aufw\u00e4rts mit der Anlagenperformance von gemeinn\u00fctzigen Organisationen.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/spheriq.ch\/blog\/swiss-philanthropy-performance-index\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Swiss Philanthropy Performance Index: Es geht weiter aufw\u00e4rts mit der Anlagenperformance - 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