Austria: Pensions and Investment News and Analysis
Latest news and analysis of pensions, asset management, regulation and trends in Austria from our award-winning journalists.
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
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
Austrian asset managers flock to equity, sustainable funds in H1
Assets under management this year totalled approximately €207.6bn
Germany & Austria: Do social partners pensions have a future?
The implementation of social partner pensions between employer and trade unions has yet to take off
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%
Austria: Pension industry faces an indifferent government
Reforms look likely to be on hold until after federal elections in 2024
Allianz Austrian pension funds turn to impact investment funds
In real estate and infrastructure the Vorsorgekasse excludes investments in fossil fuel companies
APK Pensionskasse tactically increases allocation to alternatives
Alternatives now make up 12% of APK’s investment portfolio
DACH roundup: German portfolio managers lose ground
Plus: Swiss scheme to increase bond investments; BaFin strips asset management licence fom Adrealis; German pension dashboard adds three providers
Bonus Pensionskasse to push for impact investments
The fund also adjusted its business continuity management to include a ‘blackout’ scenario
Austria’s politicians are too timid to make decisions, says VBV’s Schiendl
Austrian institutional investors believe that both national and European Union politics are impeding the evolution of the occupational pensions market.
DACH roundup: City of Zurich Pensionskasse bumps up alternatives
Plus: Swiss association on investments in reform process; Austrian pension funds see AUM shoot up; German Spezialfonds add green assets;
DACH roundup: German Pensionskasssen solvency progress
Plus: Consolidation in Swiss pension market continues; Austrian Vorsorgekassen AUM shoots up
DACH roundup: Austrian provident funds see boost in AUM
Plus: Lurse takes over HDI pension division; EthiFinance buys imug rating
AUM of Austrian pension funds grow to €24.35bn in last quarter of 2022
Market volatility last year led to pension funds’ overall negative performance (-9.68%), compared to a positive 9.68% in 2021
Austria sees AUM increase in real estate, private equity funds
The country’s fund industry saw assets declining by 13.2% to €200.2bn last year
Valida takes cautious equity approach while increasing alternatives
The Pensionskasse closed 2022 with returns of -8.96%, while the Vorsorgekasse returned -8.5% last year
VBV pension funds post negative returns in 2022
Last year’s results were disappointing, says CEO
Interest rate hikes lead to negative returns for Austrian pension funds
Austrian Pensionskassen have returned -9.67% last year while provident funds Vorsorgekassen -7.6%
Austrian regulator intensifies supervision on sustainable products under new EU rules
The Delegated Regulation specifies the content, methods and presentation of information in a ‘practical and precise manner’
German, Austrian pension fund assets could drop by up to 14% in value
Pension funds predominantly favour external ESG ratings/indices to review sustainability factors in investments
DACH roundup: German pension schemes’ assets in Spezialfonds shrink
Plus: Austrian fund industry hit by war in Ukraine; Swiss cabinet sets date for first pillar reform
Austrian regulator carries out blackout stress test with Pensionskassen
The stress test assesses the level of maturity of the measures taken by Pensionskassen to withstand a blackout
Austrian Pensionskassen cut equities, up alternative investments in H1
Austrian Pensionskassen returned -8.78% in the first half of this year, down from 7.63% recorded in 2021
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