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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NewsEuropean pension funds stick to their guns in the face of market turmoil
European pension funds hold steady but reassess their long-term strategies amid an escalating global trade war
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NewsAPG AM chief vows improvement after ‘below standard’ 2024 returns
The Dutch asset manager’s actively managed concentrated portfolios especially underperformed, posting returns less than half of those of their benchmarks
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NewsVelliv to shift more equities exposure to Europe, after €500m US sell-off
Denmark’s fifth-largest pension fund targets smaller European firms which don’t depend on exports to US
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NewsSwiss asset managers cheer cost-transparency rebuff, shift focus to returns
Swiss asset management association AMAS says net return is most important criterion for determining performance and efficiency of a pension fund, not costs
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NewsSwiss federal railway scheme ups investment in equities while reducing bonds
Last year the pension fund achieved returns of 6.9% and a funding level of 110.8%
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NewsEnpam targets innovative firms with €190m investment
The Italian pension fund for doctors plans to keep its private markets allocation stable, targeting 12-13% returns in private equity and 7-8% in private debt
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NewsAlecta aims to become industry leader in risk management, after review
Swedish pension overtaken by AP7 as Sweden’s largest pension fund
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AnalysisIPE Netherlands Briefing: Funds change asset allocation in new pension system
Plus: BlackRock under fire; 2024 returns
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NewsVeritas optimistic about real estate prospects after second year of losses
Finnish pensions insurer posts 8.4% return for 2024, as customer numbers surge
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NewsAP3 tops Swedish buffer 2024 returns; AP6 still restrained by forex hedging
Big four national pensions buffer funds produce range of returns from 8.2% to 10.3%
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NewsAMF returns 7.1% after boosting equity weighting, switching up real estate
Swedish blue-collar pension fund produced a 16.3% gain on equities in 2024, with alternatives returning 5%
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NewsMercedes pension plans break through underfunding to reach 104.4%
The funded status of the carmaker’s pension plans has improved from -€102m to €951m
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NewsIndependent pension funds outperform KLP in Norway’s municipal sector
Pensjonskassen for Fylkene points to disability pensions outlay as a differentiating factor with dominant provider KLP
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NewsItaly’s fund for journalists records lower returns with new strategy
INPGI’s new strategy for the period 2024-2026 will see cutting its exposure to fixed income from 54% to 48%
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NewsFolksam writes off Northvolt, but Heimstaden Bostad holding perks up
Swedish pensions and insurance group returns 8.0% on investments in 2024
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NewsCompenswiss’s 7.33% return helps boost assets by CHF5.5bn
Total assets amounted to CHF46.1bn at the end of 2024, compared with CHF40.6bn a year earlier
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NewsHedge fund gains help Varma to 10.2% in 2024; Elo, VER return 8.5%, 9.0%
Weak economic situation in Finland reflected in increasing credit losses due to customers, Elo reveals
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NewsKeva, Ilmarinen funding rates boosted by 10.4%, 8.6% returns
Strong solvency and improved efficiency directly seen by clients as lower prices, says Ilmarinen CEO
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NewsTech stocks, private markets bump up Previmoda’s returns
The scheme’s sub-funds ‘Smeraldo Bilanciato’, ‘Rubino Azionario’ and ‘Garantito’ have seen returns of 6.05%, 8.84% and 4.13%, respectively
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NewsInflows to Spezialfonds stagnates as investors eye direct fixed income allocations
Spezialfonds also failed to record higher inflows year-on-year in 2024 from retirement benefit schemes
