Returns – Page 9
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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?’
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NewsP+, PBU and Nordea top Danish pension fund returns
Illiquid asset returns ‘modest’ in 2023, says Nikolaj Holdt Mikkelsen, blaming lack of write-downs the year before
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NewsPKBS adjusts investment policy to navigate interest rate volatility
To fend off interest rate volatility, PKBS cut the strategic quota it held in bonds
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NewsProfond returns 4.6% despite market volatility
The pension fund recorded a 4.6% return and a funding ratio of 107%
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NewsPFA expects positive 2024 returns after 2023’s bullish stance pays off
Largest Danish pension fund reports 12% customer return, praising its own ‘moderately positive’ equities tactics
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NewsAustrian funds’ assets return to growth to total €205bn
Assets managed by Austrian funds grew by 2.4%, or €4.9bn, year-to-date to €205.01bn, compared with €200bn recorded last year, according to FMA
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NewsPension funds’ allocations to Spezialfonds remain ‘extremely weak’, says Kommalpha
Institutional investors only allocated €31bn net to Spezialfonds mandates at the end of the third quarter of 2023, down from €61bn in the same period last year
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NewsAustrian pension funds increase exposure to bonds
Pension funds returned 1.88% in the first nine months of 2023, and -1.34% in the third quarter of the year
