Returns
In-depth reporting on investment returns for our pension fund and asset management readers from IPE’s award-winning journalists
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NewsItaly ties tax breaks on venture capital returns to share of allocated assets
Adepp, the Italian association of pension funds for professionals, has welcomed the changes to the competition law
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NewsATP disappointed as Better Energy restructures
Citing ‘perfect storm of negative market conditions’, Danish renewable-energy firm enters restructuring to rebuild capital base and stabilise the business
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NewsATP admits DKK2.3bn investment in Northvolt now worth almost zero
Danish statutory pensions giant’s CEO declines to rule out investing more in stricken battery Swedish firm
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NewsSwiss schemes apply high interest on savings as yields fall
It will be ‘very challenging’ for pension funds to generate the statutory minimum interest rate of 1.25%, says PPCmetrics
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NewsEnpam overturns deficit forecast with €826m profit on invested assets
The scheme will end the current year with a budget surplus of €484m, a result that overturns the previous outlook of a deficit amounting to €84m
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FeaturesInsurance-linked securities bank a stellar year for returns
Insurance-linked securities (ILS) may be complicated, but they are gaining an institutional following especially among pension and sovereign wealth funds, multi-asset investment firms and endowments.
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Country ReportDenmark: ATP boss stands by investment strategy in face of critics
Labour market fund CEO Martin Præstegaard: ‘Stick to current investment strategy but be open to change’
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FeaturesThe effect of behavioural biases on active investment portfolios
It has been become apparent in recent years that behavioural finance has important things to say about how investors make decisions.
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NewsUK judgement bars passive investors seeking compensation from Barclays
Norwegian pension fund KLP and Swedish pensions and insurance group Folksam are among the claimants fighting Barclays
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NewsPension fund returns could suffer with climate change impact
Transition risks are expected to be dominant climate risk driver compared to physical risks during 2025–2030 for pension funds worldwide, says Ortec Finance
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NewsPension funds’ assets down by up to 21.5% in climate stress scenario
Losses from the climate transition alone are, however, unlikely to threaten EU financial stability, according to regulators
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NewsNorwegian pension funds upbeat on start-ups investment plan
Industry association also warns of current and potential regulatory conditions standing in the way of pension fund investment in entrepreneurs
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NewsATP’s returns leap in Q3 despite private equity write-downs
Danish pensions giant posts 9.7% gain on investment portfolio in January-September despite massive private equity wipeout
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Country ReportSpanish country report 2024: Pension funds eye a new rate environment
Buoyed by strong returns, pension funds have been lengthening the duration in their fixed-income portfolios
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NewsFinnish pension majors generate 7%-plus returns on strong equities
Global economic development outlook poses challenges for the actions of the central banks, says Keva CIO
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NewsGerman institutional investors slowly return to hedge funds, liquid alternatives
This points to a ‘trend reversal, and an important signal for the industry that many have been waiting for years’, says BAI’s Philipp Bunnenberg
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AnalysisIPE Netherlands Briefing: ‘Early birds’ prepare for DC transition
Plus: GP fund Huisartsen announces its full divestment from fossil fuels; healthcare scheme PFZW sells all listed investments in Israel and other Middle Eastern countries
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NewsNorway’s SWF recoups some green energy infrastructure losses in Q3
NBIM reports 4.4% return for GPFG between July and September, as falling interest rates propel stock markets
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NewsVelliv says impact product revamp ‘in theory makes for better returns’
Danish mutual pension provider redesigns ideas behind VækstPension Aftryk, defines four categories of sustainable investment targets, adds asset classes
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NewsDC transition prompts Dutch tyres and wheels fund to up investment risk
The fund’s risk preference survey among participants shows that younger cohorts are able and willing to take more risk
