Returns – Page 26
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Equities replace bonds as top asset class for Publica’s 4.4% net returns
Publica’s consolidated net investment performance was 0.3% above the benchmark last year
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Swiss corporate schemes record average return of 10%, says WTW
The ratio between pension assets to pension liabilities went up quarter-on-quarter to 118.0% as of December 2021 from 117.0% as of September 2021
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AP7 reports record 31.5% return in 2021 for its €76bn equity fund
Swedish state-run pension fund boasts further reduction in fees for equities management
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Nest Sammelstiftung raises interest rate on pension assets to 4.5%
Highest interest rate of the last five years
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PFA admits losing €400m on loan to troubled Irish aircraft lessor
NAC announced it is to file for US Chapter 11 bankruptcy after struggling amid pandemic
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Wellcome says 34.5% returns will reinforce new strategy and raised ambitions
The charity said the ‘exceptional’ performance for 2020/21 came largely from its private assets
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Profond’s returns jump to 12.7% carried by equity, real estate strategy
The scheme’s total assets grew to CHF10.9bn (€10.4bn) as of the end of November last year from CHF9.8bn in 2020
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Swiss schemes miss out on returns in private markets, foreign allocations – study
On average, they invest more than 30% of assets in bonds denominated in Swiss francs and 13% in Swiss equities
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Swiss APK divests from oil and gas, ups equity in new strategy
The fund is seeking two small-cap active equity managers for a total of $400m
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Compenswiss reaches CHF2bn in 2021 returns
An approximate 5% return was driven by equity and real estate markets
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Spanish funds’ COVID recovery firms up with 10% returns to Q3
Total AUM for the Spanish occupational pensions sector stood at €37.1bn
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Sweden agency warns pension robo-advisers are of limited use
State pension authority says automated digital advice can lead to risk level being too low
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DACH roundup: German fund industry manages €1.77trn for pensions
Plus: Swiss AM association joins NZAMI; Geneva scheme takes first Swiss social bond; Munich court opens door to claims against Wirecard
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NBIM unveils first steps in sustainability pre-screening project
Manager of SWF hopes to add to returns in long-term with new approach
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German pension investors delegate ESG goals to asset managers
Private equity continues to play an important role among alternative asset classes, the study also found
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Migros aligns foreign equity portfolio to MSCI Climate Paris index
The fund has set a low ceiling of 1% of revenues generated from coal mining as a criteria to exclude such companies from its portfolio
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Finnish pension sector still resilient in Q3 despite risk-taking, says FSA
Sector solvency rises to record level of 135%, up 1% in three months - but FSA says uncertainty continues in operating environment for financial firms
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APK Pensionskasse tops investment option returns for Q3
The fund recorded top returns for its conservative (5.33%), balanced (6.90%) and dynamic (8.95%) investment options
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IPE Conference: Risk of economic decline is weighing on central banks
Inflation getting stuck above 2% is going to be a problem everywhere, says BBVA’s Jorge Sicilia
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UK DB schemes’ surplus should lead to more efficient investing, says PwC
Pension scheme investment in Gilts has more than doubled, from 23% to 50% of their assets, the firm found