Returns – Page 19
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News
Belgian pension funds maintain 4.02% long-term real return, says PensioPlus
Plus the association said over 80% of Belgian pension funds now incorporate some form of ESG factors within their investment policy
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Danish pension funds’ global equity losses doubled in Q2
Financial watchdog expects more pension providers to impose withdrawal penalties on guaranteed products, depending on how buffers are faring
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NewsCharities’ DB schemes called to avoid funding issues
Combined assets of DB schemes of largest 40 charities in England and Wales fell to £39.5bn (€45bn) in 2022 from £46bn in 2021
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Opinion PiecesViewpoint: Irredeemably irrational – why using IRR to benchmark and pick funds makes no sense
With the continuing proliferation of managers, strategies and funds, wouldn’t it be wonderful if there was one simple metric that could help determine which to back (and which to avoid)? The good news: there is. The bad news: you’re probably not using it.
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NewsVBV Vorsorgekasse shifts to defensive strategy in challenging markets
The scheme moved away from risky assets, especially credit and equity, which were gradually reduced
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Nordics roundup: LD reins in equity risk; Elo cuts 44 employees
Danish pensions manager posts 8.5% H1 loss for key balanced product, while Finnish pensions insurer concludes labour negotiations around restructuring
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Austrian pension funds record 5.25% AUM drop in Q2
Pensionskassen recorded returns of -8.78% in the first six months of 2022, and -5.2% in the second quarter
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Opinion PiecesViewpoint: Impact investing – socially responsible investing reimagined
Investment in support of the UN’s Sustainable Development Goals (SDGs) has more than doubled over the last two years. Yet impact investing has aroused skepticism.
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News
Finnish pension solvency still strong, but FSA cautions on illiquid values
National supervisor says growth in private equity boosted allocation to illiquid assets, which is now 44%
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European supervisory authorities warn of risks and vulnerabilities in EU financial system
Advising financial institutions and supervisors to continue to be prepared for a deterioration in asset quality
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Inarcassa shifts to corporate bonds with higher ESG rating
This summer the scheme recorded returns of -7% amid increased volatility in financial markets
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News
ECB prioritises tackling inflation with historic rate hike
Bank likely to raise interest rates by a further 50 and 25 basis points in the next two meetings before year-end
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Academics find ‘sweet spot’ for investors seeking to balance ESG scores and returns
Research may prove controversial, given the increasingly popular belief that ESG performance does not require investors to compromise returns
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News
AP7 sticks with emerging markets overweight despite drag in H1
Swedish national pension fund’s product loses 11.6% between January and June – but still beats private-sector options
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NewsATP after biggest-ever loss: ‘guarantees are intact’
Danish pensions giant posts 36.4% loss on geared return-seeking investment portfolio – widest six-month loss since fund’s inception
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NewsGrowing alternatives portfolio saves PFA from worse H1 fate
Danish commercial pensions heavyweight suffers DKK214m business loss in six months, says mainly due to volatile financial markets
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News
AP3 overtakes AP4 to become largest Swedish buffer fund
Other major Nordic pension funds GPFN and KLP reveal first-half losses of 5.4% and 2.1%
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Elo reports H1 solvency dip ahead of new strategy roll-out
Finnish pension insurer reports 4.5% investment loss between January and June – in line with Varma’s, narrower than Ilmarinen’s
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NewsAP2’s broad portfolio mitigates effect of turbulent markets
Alternative investments, which include unlisted real estate, venture capital and sustainable infrastructure, returned a whopping 10% in ‘turbulent times’, says CEO
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News
Varma neck and neck with Ilmarinen as hedge funds pay off in H1
Finnish pension insurance company joint number one in AUM terms with €56.7bn
