Returns – Page 9
-
News
AkademikerPension sees positive return impact after shedding last oil/gas major
Danish occupational pension fund divests Italy’s Eni, excluding last large upstream oil and gas company in its portfolio
-
News
Value of UK defined benefit schemes falls by £626bn in 2023
ONS data indicates that the total value of DB pension schemes decreased from over £2trn at the start of 2022 to less than £1.4trn by the end of March
-
News
Private equity still too expensive – GSAM survey
Real estate is the least popular alternative asset class, with three in 10 investors looking to decrease their exposure
-
News
Swiss pension funds increase equity, cut real estate investments
Schemes will likely continue to anchor Swiss and foreign real estate to investment strategies
-
News
APK Pensionskasse holds equity strategy, while eyeing private debt
APK plans to further develop its sustainable investment approach in the fourth quarter of this year
-
News
Finland’s Keva to pile on extra €6.4bn of equities, mostly listed
Municipal pensions heavyweight gets started on implementation of board’s plan to boost returns
-
News
German pension funds pull out of Spezialfonds for first time
Spezialfonds recorded an outlfow worth €1.9bn from pension institutions in the first half of the year, an historic first
-
News
Keva to boost equities as board ramps up risk to target higher returns
Finland’s biggest pension fund argues long-term deficit risk is the institution’s key risk
-
News
Alecta should never had made Heimstaden Bostad investment, says CEO
Swedish occupational pension fund in talks with Norwegian billionaire Ivar Tollefsen and Heimstaden to renegotiate terms of investment
-
News
Austrian provident funds see spike in AUM to €17.5bn in H1
The pension funds recorded a positive return of between 1.37% and 5.74% between 2019 to 2021
-
News
Governance group calls UK government to end DB/DC ‘intergenerational unfairness’
To encourage corporate DB schemes to build a surplus, plan sponsors should be offered the chance to deploy surplus to boost DC contributions, IGG says
-
News
Swiss pension funds over invested in real estate, alternatives
PPCmetrics recorded for the first time rise in average technical interest rate
-
News
NBIM finds venture, growth PE funds have returned less than listed shares
As Norwegian government weighs allowing SWF to add unlisted equity to portfolio mix, fund’s manager publishes analysis of private equity
-
News
Superior investment returns for largest Dutch pension funds – research
However, large funds’ higher investment returns are undone fully by their lower interest rate hedges
-
News
Austria sees Q2 uplift in pension fund assets
In Q2 Austrian pension funds increased allocations to bonds by 0.49%, to loans by 0.05%, and to equities by 1.68%
-
News
LD Pensions adjusts portfolio to weather headwinds in later 2023
Manager of Denmark’s Holiday Allowance Fund reveals 2022 strategy of doubling corporate bonds weighting
-
News
Swiss pension funds topped up rates despite losses, assets fall – study
Complementa also says one in five pension funds plan to increase their bond allocation
-
Analysis
Analysis: Encouraging DB schemes to take more investment risk
With the call for evidence closing today, consultants shared what needs to be done to encourage DB schemes to take on more investment risk
-
News
Sweden’s AP3 generates 5.5% in H1 after holding tight to strategy
Listed equities’ surge almost entirely responsible for buffer fund’s positive return for January to June
-
News
VER returns 3.7%, queries basis for tech stocks boom
Finnish buffer fund for government staff pensions sees geopolitics continuing to dictate appeal of individual investment markets