Returns – Page 6
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NewsAPG pension fund scales back investment risk in run-up to DC switch
The fund is the first Dutch pension scheme to publish detailed plans about its investment strategy in the new DC system
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NewsIcelandic pension funds agree mortgage support for Grindavík
LSR, Gildi, Festa among 12 pension funds signing pact on government support for volcano-hit townsfolk struggling with mortgage obligations
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NewsAP2 posts 5.9% annual return after year of changes, cost-cutting
Swedish pensions buffer fund switched strategy for better return ‘using a more dynamic and efficient approach’
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NewsMigros Pensionskasse sees real assets allocation hinder higher returns
MPK’s return 3.7% in 2023 is above its target return of 2.1%, said CEO Christoph Ryter
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NewsAMF posts 7.8% full-year return despite turbulent market conditions
The solvency ratio slipped to 220% in 2023 from 228% in 2022
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NewsLower rates overshadow further €500m transfer to Siemens Pensionsfonds
Liabilities increase to €1.5bn despite good returns due to lower rates
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NewsComPlan sees pension assets increase to over CHF12bn
The scheme returned 4.1% last year, with its funding ratio jumping to 114.5%
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NewsItalian pension schemes with higher equity exposure outperform, says COVIP
Laborfonds, Fondaereo, and Fopen’s equity sub-funds recorded higher returns in 2023 than peers investing in other asset classes
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AnalysisDutch pension funds write off Russian investments, except PFZW
The healthcare scheme keeps interests in more than twenty Russian companies on its balance sheet
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NewsSwiss BVK re-emerges from underfunded position with 7.2% return
The scheme’s funding ratio returned to a healthy level of 102.9%, from 97.6% in 2022
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FeaturesRefining how factors impact investment returns
Investment management has undergone a significant transformation with the introduction of environmental, social and governance (ESG) investing. It emphasises a more holistic approach that goes beyond financial returns to assess long-term sustainability.
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NewsGerman Versorgungswerke rethink alternative strategies
Professional pension funds invest €20bn per year and manage assets worth €270bn, investing 40% of total assets in alternatives
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NewsNorway’s SWF returns 16% in 2023, but underperforms index
GPFG’s unlisted real estate suffers 12.4% loss, as property management drags overall relative return into negative territory
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NewsSwiss schemes face higher national debt in medium to longer term, says Complementa
Plus: Pensionskasssen Monitor published by Swisscanto saw funding ratios of private pension funds increase from 110.1% in 2022 to 114.9% in 2023
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NewsDutch pension fund returns back in positive territory
But funding ratios mostly fell as four of the five funds indexed pensions
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NewsGlobal ESG, sustainable fund flows fall for first time into negative territory
Investor interest for ESG appears to have waned amid a continuously challenging macroeconomic and geopolitical backdrop
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NewsSwiss pension funds profit from equities, bonds, currency hedging strategies
Alternative investments added diversification to portfolios, but delivered mixed results in 2023, says PPCmetrics
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NewsInarcassa grows AUM to over €14bn as bonds, equities rebound
The pension fund for self-employed engineers and architects in Italy recorded a gross operating result of approximately 7.7% last year
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NewsAustria’s largest pension fund reports performance range of 5% to 7.5%
‘We want to break with the tradition of boiling all our different strategies and risk models down to one figure,’ says Günther Schiendl
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NewsTime for different rules for legacy DB pensions, says Norway funds lobby
Drevsjø: ‘Is the goal to protect the paid-up policy or the shareholder in the life insurance company?’
