Austria: Pensions and Investment News and Analysis
Austria’s small pension market totals just over €27bn managed in Pensionskassen and just under €20bn in severance pay funds. The government of 2019 did put pensions on the agenda in its coalition agreement, promising a so-called general pension contract. Following elections in September 2024, there are few hopes that occupational pensions will move up the political agenda, however.
Country Report – Pensions in Germany & Austria (April 2022)
It took just over 100 days in office before Germany’s new coalition government announced a €500bn budget to first pillar pension financing, setting in motion an agreed reform process that would create a partially funded state pension system.
Amundi builds on multi-layer private markets strategy for DACH region
The next steps in Amundi’s private markets strategy in Germany are to promote ‘healthy growth’ among institutional investors and double AUM to €5bn in the next 3 years
Austrian pension system needs DC plans boost, says Mercer
The country continues to struggle with difficult age trends in the pay-as-you-go system, making it more difficult to finance Austria’s pension system, says CFA Austria
Bonus Pensionskasse takes over fair-finance provident fund
Bonus will integrate fair-finance in the provident fund Bonus Vorsorgegasse
Austrian schemes’ exposure to capital markets leads to 4% returns in H1
Austrian occupational pension funds have increased their exposure to equities and bonds since 2023 with a geographical focus on the US and Europe
What’s next for Austria on pensions policy
‘A reform of the pension system and a rapid expansion of company pension schemes is essential for the economy,’ says Andreas Zakostelsky
TOP AUSTRIA PENSION FUNDS 2024
Pension fund/entity | Assets (€’000)
Pensionkassen
- VBV | 8,590,000
- Valida | 6,838,083
- APK | 5,847,568
Vorsorgekassen
- VBV | 6,258,600
- Valida | 4,600,000
- Allianz | 2,371,402
©IPE Research; View the Top 1000 European Pensions Funds 2024 for a comprehensive market overview
IPE BEST PENSION FUND IN AUSTRIA AWARD WINNERS
- 2023 - Bundespensionkasse | VBV-Group
- 2022 - APK Pensionskasse
- 2021 - VBV Group
- 2020 - APK Pensionskasse
- 2019 - APK Pensionskasse | APK Vorsorgekasse
IPE DACH Briefing: Germany mulls over increasing security/defence spending
Plus: Bundesrat recommends reviewing second pillar pension system; Swiss Federal Supreme Court rejects complaints on pension reform
Amundi builds on multi-layer private markets strategy for DACH region
The next steps in Amundi’s private markets strategy in Germany are to promote ‘healthy growth’ among institutional investors and double AUM to €5bn in the next 3 years
The pensions reform promises of Europe's far-right political parties
The rise of far-right parties has bolstered support for European welfare state systems, but radical right-wing policymakers face difficult choices
Austrian pension system needs DC plans boost, says Mercer
The country continues to struggle with difficult age trends in the pay-as-you-go system, making it more difficult to finance Austria’s pension system, says CFA Austria
IPE DACH Briefing: KENFO claims Generational Capital concept will meet expectations
Plus: Rentenpaket II reform debate brings division; Swiss schemes use Swiss National Bank Bills
Bonus Pensionskasse takes over fair-finance provident fund
Bonus will integrate fair-finance in the provident fund Bonus Vorsorgegasse
Austrian schemes’ exposure to capital markets leads to 4% returns in H1
Austrian occupational pension funds have increased their exposure to equities and bonds since 2023 with a geographical focus on the US and Europe
What’s next for Austria on pensions policy
‘A reform of the pension system and a rapid expansion of company pension schemes is essential for the economy,’ says Andreas Zakostelsky
IPE DACH Briefing: Swiss pension funds contemplate low interest rate scenarios
Plus: Swiss vote on second pillar reform; Germany’s own reform; ESMA’s guidance
Austria: Waiting for politics to get serious about pensions
With elections looming, Austrian politicians are not making pensions a priority
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