Returns – Page 11
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NewsEquities performance knocks Swiss fund market in Q3
Almost all asset classes suffered outflows in the first nine months of the year, says AMAS
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NewsAustrian Pensionskassen returns slow down in Q3
Pension schemes will ‘continue to rely on their diversification strategies to achieve solid long-term results for their beneficiaries’, says association
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NewsAlecta’s assets shrink in Q3 amid higher-for-longer rates view
Sweden’s biggest pension fund sees first-half investment gains eroded in latest reporting period
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NewsDB pension funds ‘working against’ government’s productive finance agenda
Defined benefit schemes have now stopped and some even reduced their allocation to illiquid assets, says WTW
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NewsBiodiversity funds deliver lower returns, says research
The recent explosion in interest around nature and biodiversity has prompted a surge in investor activity
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NewsSwiss pension funds suffer returns setback in Q3
Infrastructure investments worst performing asset class so far this year at -5.8%
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NewsAustrian VBV increases fixed income exposure
The group’s Pensionskasse and Vorsorgekasse will also expand private markets investments
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NewsWTW expects Swiss corporate pension funds to lift technical interest rates
Discount rates increased during the third quarter of this year, pushing down liabilities by 0.5%, according to the consultancy
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NewsSpanish pension funds mirror global market surges with 2.3% return to June 2023
Asset allocation figures show that fixed income still dominates portfolios, although in declining proportions, with an average 55.3% allocation at end-June
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NewsPortuguese pension funds return 1.6% for Q2 2023
Global equities had the highest impact on performance over the quarter, with returns close to 6%, according to WTW
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NewsFiduciary management market faced 24% fall in asset value in 2022
Client growth also stalled in 2022 as scheme buyouts and transfers to PPF offset new funds moving to fiduciary management
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NewsSustainable investing underperforms standard index funds – study
Findings show that ‘real-world’ ESG performance is unremarkable
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NewsPFA’s chief strategist sees market upturn despite mood-driven summer dip
Denmark’s largest commercial pensions firm ‘glass half full’ on late 2023 market outlook, said Choi Danielsen
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NewsBelgian pension funds bounce back with 4.5% H1 return
PensioPlus attributed the improved returns to an investment policy focused on long-term investments in the real economy
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NewsAkademikerPension sees positive return impact after shedding last oil/gas major
Danish occupational pension fund divests Italy’s Eni, excluding last large upstream oil and gas company in its portfolio
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NewsValue of UK defined benefit schemes falls by £626bn in 2023
ONS data indicates that the total value of DB pension schemes decreased from over £2trn at the start of 2022 to less than £1.4trn by the end of March
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NewsPrivate equity still too expensive – GSAM survey
Real estate is the least popular alternative asset class, with three in 10 investors looking to decrease their exposure
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NewsSwiss pension funds increase equity, cut real estate investments
Schemes will likely continue to anchor Swiss and foreign real estate to investment strategies
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NewsAPK Pensionskasse holds equity strategy, while eyeing private debt
APK plans to further develop its sustainable investment approach in the fourth quarter of this year
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NewsFinland’s Keva to pile on extra €6.4bn of equities, mostly listed
Municipal pensions heavyweight gets started on implementation of board’s plan to boost returns
