Returns – Page 14
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News
Alecta says it’s solid despite losing €1.3bn on US banks in days
Silicon Valley Bank, Signature Bank collapses erase 1% of Swedish pensions giant’s portfolio
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News
Denmark’s P+ returns -12.9%, after higher portfolio risk than most rivals
CEO says -12.9% return must be seen in light of ‘record-high’ 2021 gain
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News
AUM of Austrian pension funds grow to €24.35bn in last quarter of 2022
Market volatility last year led to pension funds’ overall negative performance (-9.68%), compared to a positive 9.68% in 2021
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News
ESG rating changes do not impact short-term stock performances, study finds
Researchers used ESG ratings from Vigeo Eiris and MSCI
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Opinion Pieces
Viewpoint: Can we use gender diversity to generate greater investment returns?
The effect of gender diversity on company performance has been well researched, but can it be used to identify the potential for better investment outcomes? Realindex conducted a new study to find out.
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News
Austria sees AUM increase in real estate, private equity funds
The country’s fund industry saw assets declining by 13.2% to €200.2bn last year
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News
Denmark’s LD says inflation hedging, revaluations tempered losses
Sampension heralds 3.4% bounce in early 2023; PenSam says 2022 showed benefits of average-rate pensions
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News
Swiss canton changes technical aspects of pension plan
blpk has decided to increase its technical interest rate to 2.25%, from the previous 1.75%
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News
VER to increase private asset weighting as new rules give scope
Finnish buffer fund behind central government pensions aims to broaden private assets allocation by three points
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News
AP6 chief questions forex hedging after rule almost wipes out 2022 returns
Swedish private equity pension fund ends year with 1.9% gain; says own strategy was really tested
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News
VER warns of new investment challenges ahead after law change
Finnish state pension fund’s governing act amended in 2022, increasing fund’s net contributions to the scheme
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News
Investment returns fail to match liabilities for 30% of Dutch pension funds – research
Small sector schemes score especially badly in the study performed by the new website overrendement.nl
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News
AP4’s 11.9% loss confirms AP3 as largest buffer fund after 2022
Last of the big-four Swedish pensions buffer funds to report 2022 figures says active management worsened result by 3.8 percentage points
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News
Swedish buffer funds AP1, AP3 report 2022 losses of 8.6%, 5.8%
AP1’s CEO stresses importance of liquidity management; AP3 says emerging markets exposures to be analysed
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News
AP7 loses 9.5% in 2022 but beats average premium pension fund
State-run default in first-pillar DC system says forex, private equity and risk premia shored up returns last year
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News
Swiss canton of Vaud pension fund contains losses with real estate, infrastructure
The scheme’s funding ratio stood at 68.6% at the end of 2022
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News
Nordic roundup: AP2 custodian, Swedish funds agency, OPF 0.3% loss
Sweden’s premium pension funds agency consults on procurement documentation
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News
KLP portfolio loss just 1.1% in 2022 as long-term bonds, real estate pay
Norwegian municipal pensions provider benefits from 7.1% real estate return
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News
Byblos posts investment losses for all three sub-funds
The negative returns last year, particularly that of the Garantito sub-fund, was the result of significant losses in bond markets
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News
AP2 boasts resilient portfolio after 6.7% 2022 investment loss
First of Sweden’s AP funds to report full-year figures says beat benchmarks by 0.3 of a point overall