{"id":9611,"date":"2022-07-25T17:29:03","date_gmt":"2022-07-25T15:29:03","guid":{"rendered":"https:\/\/spheriq.ch\/blog\/?p=9611"},"modified":"2022-07-25T17:29:03","modified_gmt":"2022-07-25T15:29:03","slug":"swiss-philanthropy-performance-index-im-juni","status":"publish","type":"post","link":"https:\/\/spheriq.ch\/blog\/swiss-philanthropy-performance-index-im-juni\/","title":{"rendered":"Verlustreichster Monat: Swiss Philanthropy Performance Index im Juni"},"content":{"rendered":"\n<h2 id=\"schlechtester-monat-seit-langem-fuer-die-anlagen-performance-von-stiftungen-und-npos\"  class=\"wp-block-heading\">Schlechtester Monat seit langem f\u00fcr die Anlagen-Performance von Stiftungen und NPOs<\/h2>\n\n\n\n<p>Erneut erfuhren die Wertschriftenportfolios der gemeinnu\u0308tzigen Organisationen, die in den SwiPhiX eingehen, eine negative Entwicklung. Mit \u20135,2 % stellte sich der Juni 2022 sogar als einer der verlustreichsten Monate seit Messbeginn heraus. Nur im M\u00e4rz 2020, als die Corona-Pandemie zum ersten grossen Lockdown fu\u0308hrte, war die Performance tiefer. Der gr\u00f6sste Verlust im letzten Monat betr\u00e4gt \u20137,8 % in einem Portfolio. Fu\u0308r die Stiftung mit der besten Performance du\u0308rfte die relative Platzierung nur ein schwacher Trost sein, denn auch sie hat mit \u20132,6 % einen herben Verlust erlitten.<\/p>\n\n\n\n<h2 id=\"fuer-foerderstiftungen-stellen-sich-schwierige-fragen\"  class=\"wp-block-heading\">F\u00fcr F\u00f6rderstiftungen stellen sich schwierige Fragen<\/h2>\n\n\n\n<p>In den letzten sieben Jahren musste die durchschnittliche Stiftung beziehungsweise NPO nur einmal einen Verlust hinnehmen (siehe Tabelle \u00abHistorische Performance\u00bb im <a href=\"https:\/\/assets.ctfassets.net\/qamujl6wn6gw\/1YNbafAZhBpU5tAGOOe4k2\/5f978aae835fafc94c34208b2e6cbc10\/Performance_Index_07_22.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Factsheet<\/a>). Fu\u0308r F\u00f6rderstiftungen ergab dies die komfortable Situation, dass relativ grosszu\u0308gig Vergabungen gesprochen und\/oder Wertschwankungsreserven aufgebaut werden konnten. Sollte sich im weiteren Jahresverlauf keine Erholung einstellen, muss nicht nur die Aufl\u00f6sung dieser Reserven zur Kenntnis genommen werden. Es stellt sich auch die Frage nach einer tempor\u00e4ren Reduktion des Vergabevolumens.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-style-default card-img-center\"><img loading=\"lazy\" decoding=\"async\" width=\"758\" height=\"507\" src=\"https:\/\/spheriq.ch\/blog\/wp-content\/uploads\/2022\/07\/swiphix-juni.png\" alt=\"Swiphix Juni\" class=\"wp-image-9618\" srcset=\"https:\/\/spheriq.ch\/blog\/wp-content\/uploads\/2022\/07\/swiphix-juni.png 758w, https:\/\/spheriq.ch\/blog\/wp-content\/uploads\/2022\/07\/swiphix-juni-300x201.png 300w\" sizes=\"auto, (max-width: 758px) 100vw, 758px\" \/><\/figure>\n\n\n\n<p> <a href=\"https:\/\/app.spheriq.ch\/s\/sppi\" target=\"_blank\" rel=\"noreferrer noopener\">Weitere Informationen zum Index<\/a> <\/p>\n","protected":false},"excerpt":{"rendered":"Schlechtester Monat seit langem f\u00fcr die Anlagen-Performance von Stiftungen und NPOs Erneut erfuhren die Wertschriftenportfolios der gemeinnu\u0308tzigen Organisationen, die in den SwiPhiX eingehen, eine negative Entwicklung. Mit \u20135,2 % stellte sich der Juni 2022 sogar als einer der verlustreichsten Monate seit Messbeginn heraus. Nur im M\u00e4rz 2020, als die Corona-Pandemie zum ersten grossen Lockdown fu\u0308hrte,&#8230;","protected":false},"author":11,"featured_media":9614,"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-9611","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>Verlustreichster Monat: Swiss Philanthropy Performance Index im Juni - Spheriq-Blog<\/title>\n<meta name=\"description\" content=\"Erneut erfuhren die Wertschriftenportfolios der gemeinnu\u0308tzigen Organisationen, die in den SwiPhiX eingehen, eine negative Entwicklung.\" \/>\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-im-juni\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Verlustreichster Monat: Swiss Philanthropy Performance Index im Juni - 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