EU: Pensions and Investment News and Analysis
Latest news and analysis of pensions, asset management, regulation and trends in the European Union from our award-winning journalists.
NGOs announce ‘independent, science-backed’ taxonomy to raise EU game
New platform ‘not intended as critique of EU taxonomy’
EC official dismisses concerns about CSRD materiality assessments
Sven Gentner was speaking on a panel at IPE’s recent Transition conference
CFA Institute study finds ‘worrying’ views on EU ESG regulatory framework
The study found a range of challenges facing EU investors around ESG disclosures, which the CFA said regulators should pay attention to.
France Country Report
Pensions in France - IPE Country Report
Fierce opposition from trade unions and a large part of the political spectrum did not manage to stop Emmanuel Macron’s plan to reform the French pension system. The new framework kicks in this month, and the long-term sustainability of public pensions is secure. However, French workers will have to work longer into their lives, and their standard of living will decline.
Germany & Austria Country Report
Germany Country Report 2024: Unions take a more active role in pensions
Unions have a new role in determining the shape of occupational pensions but are mindful of their duty to protect workers
Ireland Country Report
Ireland country report 2024: A no-nonsense consolidation approach
Ireland’s bid to reduce the number of single-member DC pension funds is succeeding but is not without teething troubles
Italy Country Report
Italy Country Report 2024: How local pensions could support the economy
The Italian pension industry and policymakers are discussing ways to channel more pension investment towards the country’s business sector
Netherlands Country Report
Netherlands Country Report 2024: The pension transition dilemma
Dutch pension funds must tread a fine line between protecting funding levels and ensuring sufficient returns as they move to defined contribution
Spain & Portugal Country Report
Spanish pensions report 2023: funds ride a wave of uncertainty
Diversification remains a key tool in pension fund portfolios
Bigger Irish presence as EIOPA names OPSG members for new term
New faces also include Dijana Bojceta Markoja, from the Association of Pension Funds and Insurance Companies in Croatia
AP2 and German think tank launch deforestation due-diligence guide
Swedish pensions buffer fund and Climate & Company say new tool is ready for financial institutions to use
ATP tells portfolio firms it prefers fewer key CSRD data points
Danish pensions giant sends letter to investee companies giving guidance on the new EU green reporting it expects from them
How the EU's pay transparency directive affects pension sponsors
Pay transparency is looking set to be the employment hot topic of at least the next few years and reflects an ongoing global conversation around addressing equal pay. The latest figures in the EU put the gender pay gap at around 12.7% and the gender pension gap at in excess of 30%, with very little movement over the last few years. Greater transparency over pay is the route being adopted in a growing number of countries as the silver bullet to accelerate progress.
Towards harmonisation on shareholder rights
Could amendments to the EU’s Shareholder Rights Directive help fix Europe’s splintered voting rules?
Switzerland’s refreshing bottom-up approach to regulation contrasts favourably with the EU
Switzerland’s bottom-up approach to sustainable investing and ESG reporting rules seems to be travelling in the opposite direction to the path chosen by the EU.
Why the green transition throws up workforce and pension challenges
Pensions are a hot topic in corporate Germany, where skills shortages and an ageing workforce have led to a war for talent, as well as a renaissance in occupational retirement provision in the fight for workforce skills.
PensionsEurope pushes for changes to credit ratings reg amendments
Key variables, data sources, key assumptions, modelling, and quantitative techniques are crucial elements in determining the accuracy of the final ratings
SFDR: ESAs call for ‘transition’ label, consumer testing, govvie framework
ESAs propose product classification system to replace Articles 8 and 9 categorisation, with a dedicated transition label
EU taxonomy makes ‘moderate contribution’ to net-zero transition – report
Researchers at DIW in Berlin carried out a criteria-based assessment of 26 taxonomies, with the EU’s netting the highest number of points but still falling short of a ‘high contribution’ result
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