Pension Fund Strategy – Page 5
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Special ReportTop 1000 Pension Funds 2024: Pensions back at a sweet spot
Assets for the leading 1000 European pension funds grew by 8.7% year-on-year, reversing last year’s loss of 6.8%. This brings total assets back up to above their previous high water mark of €9.7trn in 2022’s research exercise. This year’s overall net gain in assets of €775bn is the largest since 2021’s increase of €810bn.
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Special ReportTop 1000 Pension Funds 2024: Data
Skewed distribution of European pension fund assets
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Special ReportTop 10 European pension funds raise equity and bond exposure
Pension funds in most European countries recorded strong returns of between 6% and 9%, according to preliminary figures published this summer by the OECD.
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NewsSwiss pension funds urged to be proactive amid interest rate changes
WTW announces results of latest study of coverage ratios of pension obligations on balance sheets of top Swiss companies
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NewsAP3 leads Swedish buffer fund first-half returns, despite Thames Water hit
As Stockholm buffer funds await decision on merger, AP3’s 7.1% January-to-June return beats AP1, AP2 and AP4
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NewsATP’s first-half return held back by gearing cost, bond yields
Describes return as “expected and generally acceptable in view of market developments”
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NewsEndgame decisions expected by most schemes within next five years
Survey of 100 trustees found that almost all schemes were beginning preparations for entering endgame
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NewsATP defends risk-parity strategy via analysis of five investment models
Denmark’s huge statutory pension fund says other standard pension strategies may suit other products - but not ATP’s dual-aim guaranteed product
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NewsFondaereo’s cross-border project could shake up landscape as EU reviews IORP II
IORP II directive has ‘complicated the regulatory landscape, says CBBA’s Francesco Briganti
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AnalysisIPE DACH Briefing: Swiss to vote on second pillar reform
Plus: Overestimated expenses by FSIO prompt call for Rossini’s resignation; Höchster scheme investing in start-ups
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NewsACCESS Pool issues senior secured direct lending mandates
The initial allocations will be around £200m for the European mandate and £150m for the US mandate
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NewsAlecta continues to improve governance and culture, posts 7.7% H1 return
First half of 2024 ‘has been marked by the events in 2023 that damaged confidence in us’, says Swedish pensions giant
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NewsSampension bemoans failing engagement with fossil fuel companies
Danish labour-market pension provider excludes eight fossil energy companies
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NewsGerman scheme invests in VC arm of cooperative banking group
Government plans to channel institutional investors’ capital towards start-ups, as the number of venture capital deals sunk by 25% last year
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NewsFinland’s big three pension funds uneasy about outlook, after H1 5% returns
‘The end of the year already looks considerably more restless,’ says Keva CEO Jaakko Kiander
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NewsUBS pension fund’s assets climb to CHF28.8bn
However, its funding ratio dipped to 121.4%, from 130.0% in 2022
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NewsKLM funds dial down risk in run-up to DC transition
The moves come as an increasing number of Dutch pension schemes decide to protect their funding ratios in anticipation of a switch to new DC arrangements
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NewsVelliv invests in World Bank’s Amazon Reforestation-Linked Bond
Danish pension fund says principal-protected bond aligns well with its environmental, social priorities
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NewsNorway’s SWF underperforms and sees declining returns in second half
Equities were only asset class to produce positive returns for GPFG between January and June, interim report shows
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NewsFondo Mario Negri avails itself of SFDR ‘principal adverse impact’ opt-out
Italian pension fund cites data accessibility and regulatory uncertainty as the main reasons
