Returns – Page 5
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NewsAP3 leads Swedish buffer fund first-half returns, despite Thames Water hit
As Stockholm buffer funds await decision on merger, AP3’s 7.1% January-to-June return beats AP1, AP2 and AP4
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NewsATP’s first-half return held back by gearing cost, bond yields
Describes return as “expected and generally acceptable in view of market developments”
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NewsATP defends risk-parity strategy via analysis of five investment models
Denmark’s huge statutory pension fund says other standard pension strategies may suit other products - but not ATP’s dual-aim guaranteed product
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NewsAlecta continues to improve governance and culture, posts 7.7% H1 return
First half of 2024 ‘has been marked by the events in 2023 that damaged confidence in us’, says Swedish pensions giant
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NewsInstitutional investors pull €15.7bn from mandates in H1, says BVI
However, investment funds received €28.3bn net in new money in the first half of 2024, according to the association
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NewsFinland’s big three pension funds uneasy about outlook, after H1 5% returns
‘The end of the year already looks considerably more restless,’ says Keva CEO Jaakko Kiander
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NewsUBS pension fund’s assets climb to CHF28.8bn
However, its funding ratio dipped to 121.4%, from 130.0% in 2022
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NewsSwedish local authority pensions debt to ease next year after spike
With ballooning effect of high inflation on municipalities’ and regions’ pension debt set to shrink, authorities’ associated costs will be lower, says SKR
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AnalysisIPE Nordic Briefing: Swedish FSA on Alecta breaking the rules
Plus: Sweden’s AMF leadership changes; AP7 returns for default premium pension product
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NewsNorway’s SWF underperforms and sees declining returns in second half
Equities were only asset class to produce positive returns for GPFG between January and June, interim report shows
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NewsSwiss pension funds return 6.6% year-to-date in 2024
Events in the second quarter took the shine off a stronger first quarter
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NewsFunding ratios of German corporate schemes hit unprecedented level
The funding ratio of pension plans of DAX companies improved to 84%, similarly, the funding ratio for pension plans of MDAX companies improved to 84.8%
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NewsItaly’s complementary pension schemes record 8% contribution growth in H1
The number of members signing up for complementary pensions at the end of June 2024 grew by 2.3% to 10.9 million
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NewsAMF posts 5.7% return amid slow Swedish economic recovery
Blue-collar pension fund says all asset classes contributed to positive return, with equities gaining 13.6%
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NewsAP7 beats private premium pension funds with 16.1% return in first half
State-operated pension fund produces higher return than the 14.9% average of privately-run investment options
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NewsFrance’s FRR ramps up equities as investment horizon extended
Pension reserve fund estimates a median €1.8bn in extra value creation by 2033
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NewsPBU and Nordea top Danish H1 pension returns ranking
AkademikerPension CIO says Ukraine, Gaza and other geopolitical tensions make full-year returns forecasts extremely hard
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NewsChanging macro environments lead to asset allocation shift for SWFs
SWFs are actively reassessing their asset allocation strategies, seeking to reduce their exposure to duration risk, says Invesco report
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NewsAP1 reports 5% first-half return despite 20% knock to infrastructure
Swedish national pensions buffer fund is first to report 2024 interim results
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NewsIrcantec adds ESG criteria to fiduciary agent variable pay
Plans to adopt biodiversity policy this year, and launches social bond fund
