Returns – Page 5
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NewsKENFO overshoots target return as it continues illiquids expansion
The pension posted a return of 11.1% in 2023, the highest annual return to date, compared with -12.2% in 2022, and against a target return of 4.2%
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NewsSwiss scheme expands credit investment to banks and infrastructure companies
LUPK’s funding ratio rose by 3.8 percentage points year-on-year, from 105.9% in 2022 to 109.7% in 2023
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NewsPFA hails 27% gain on domestic equity portfolio, cites stock picking
Danish pensions heavyweight describes its level of home bias as ‘strong’
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NewsEIOPA: European occupational pensions sector ‘remains resilient’
… but still sensitive to monetary policy developments
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NewsCredit Suisse Pensionskasse reviews strategic investment guidelines
The fund’s bonds allocation was increased, and the duration was extended
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NewsGerman pension schemes steadily accelerate fund investments
The share of funds held in portfolios by pension institutions has increased fivefold in the last 18 years, doubling by 34 percentage points, according to Kommalpha
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NewsReal economy investment opportunity ‘remains large’ for pension funds, says COVIP
There is increasing interest by Italian schemes to invest in the country’s real economy, as they expand their investment strategies through partnerships
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NewsETFs boost capital inflows to Article 6 funds, says EFAMA
Article 6 UCITS funds saw inflows of €101bn last year, a turnaround from -€208bn in 2022, according to EFAMA’s Fact Book 2024
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NewsAustrian pension funds see AUM soar by 3.03%
FMA’s latest quarterly report shows that Pensionskassen AUM for Q1 2024 stood at €27.18bn, having increased by €800m
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NewsGlobal active assets drop below 70%
Overall AUM measured across the industry grew 8.6% in 2023, topping €111trn
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NewsPFZW reports underperformance of SDG investments
Management fees for the Dutch healthcare scheme’s actively managed SDG equity mandate are also significantly higher
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NewsPGGM offloads small pension fund clients
GP fund Huisartsen is by far the largest remaining client, with €1.5bn still invested with PGGM
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NewsGerman doctors’ scheme expects boost to NAV of private markets allocations
NAEV will keep fixed income allocations at a stable level, cutting down on listed equites in favour of private equity
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NewsSpezialfonds record ‘remarkably poor’ net inflows from German pension funds
Net inflows of pension institutions into Spezialfonds amounted to €525m in Q1 2024, and €674m for insurance companies
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NewsBVV invests €2.5bn in high investment grade bonds to strengthen portfolio
While its allocation to illiquid investments remained unchanged in 2023, the fund’s exposure to equities was cut
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NewsInvestors brush off Swiss equity market concentration risk
Questions emerged as UBS Fund Management expands its equity holdings following the merger with Credit Suisse fund company
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NewsLaborfonds invests €80m adding four alternative investment funds
The scheme’s ‘Linea Bilanciata’ sub-fund returned 6.57% net on assets invested
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NewsDutch construction sector scheme halves emerging market equity exposure
Beijing’s ‘excessive control’ on management of large companies has increased investment risk in emerging markets and depressed share prices in China, says BpfBouw
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NewsAlternatives exposure drags on returns for Dutch metals schemes
PME has been increasing its exposure to private equity, real estate and forestry
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NewsIceland’s Almenni sees Q1 global equity returns boosted by krona weakness
Pension fund reports local currency slide almost doubled foreign equity returns, while most domestic stock prices fell in first quarter
