Austria: Pensions and Investment News and Analysis
Austria’s small pension market totals just over €27bn managed in Pensionskassen and just under €20bn in severance pay funds. The government of 2019 did put pensions on the agenda in its coalition agreement, promising a so-called general pension contract. Following elections in September 2024, there are few hopes that occupational pensions will move up the political agenda, however.
Country Report – Pensions in Germany & Austria (April 2022)
It took just over 100 days in office before Germany’s new coalition government announced a €500bn budget to first pillar pension financing, setting in motion an agreed reform process that would create a partially funded state pension system.
Austrian pension system needs DC plans boost, says Mercer
The country continues to struggle with difficult age trends in the pay-as-you-go system, making it more difficult to finance Austria’s pension system, says CFA Austria
Bonus Pensionskasse takes over fair-finance provident fund
Bonus will integrate fair-finance in the provident fund Bonus Vorsorgegasse
Austrian schemes’ exposure to capital markets leads to 4% returns in H1
Austrian occupational pension funds have increased their exposure to equities and bonds since 2023 with a geographical focus on the US and Europe
What’s next for Austria on pensions policy
‘A reform of the pension system and a rapid expansion of company pension schemes is essential for the economy,’ says Andreas Zakostelsky
Bonus Pensionskasse cuts European and EM equities to boost returns
The scheme’s performance benefitted from reshuffling regional equity allocations, with a more robust weight to global equities
TOP AUSTRIA PENSION FUNDS 2024
Pension fund/entity | Assets (€’000)
Pensionkassen
- VBV | 8,590,000
- Valida | 6,838,083
- APK | 5,847,568
Vorsorgekassen
- VBV | 6,258,600
- Valida | 4,600,000
- Allianz | 2,371,402
©IPE Research; View the Top 1000 European Pensions Funds 2024 for a comprehensive market overview
IPE BEST PENSION FUND IN AUSTRIA AWARD WINNERS
- 2023 - Bundespensionkasse | VBV-Group
- 2022 - APK Pensionskasse
- 2021 - VBV Group
- 2020 - APK Pensionskasse
- 2019 - APK Pensionskasse | APK Vorsorgekasse
Austrian pension system needs DC plans boost, says Mercer
The country continues to struggle with difficult age trends in the pay-as-you-go system, making it more difficult to finance Austria’s pension system, says CFA Austria
IPE DACH Briefing: KENFO claims Generational Capital concept will meet expectations
Plus: Rentenpaket II reform debate brings division; Swiss schemes use Swiss National Bank Bills
Bonus Pensionskasse takes over fair-finance provident fund
Bonus will integrate fair-finance in the provident fund Bonus Vorsorgegasse
Austrian schemes’ exposure to capital markets leads to 4% returns in H1
Austrian occupational pension funds have increased their exposure to equities and bonds since 2023 with a geographical focus on the US and Europe
What’s next for Austria on pensions policy
‘A reform of the pension system and a rapid expansion of company pension schemes is essential for the economy,’ says Andreas Zakostelsky
IPE DACH Briefing: Swiss pension funds contemplate low interest rate scenarios
Plus: Swiss vote on second pillar reform; Germany’s own reform; ESMA’s guidance
Austria: Waiting for politics to get serious about pensions
With elections looming, Austrian politicians are not making pensions a priority
IPE DACH Briefing: Germany’s AfD sets party’s pension plans
Bundesrat on first pillar pension system, KENFO, CERN, and Switzerland’s AMAS on stewardship
Bonus Pensionskasse cuts European and EM equities to boost returns
The scheme’s performance benefitted from reshuffling regional equity allocations, with a more robust weight to global equities
Austrian 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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