Italy: Pensions and Investment News and Analysis

Latest news and analysis of pensions, asset management, regulation and trends in Italy from our award-winning journalists.

Italian pension schemes continue to trim bond investments

2022-06-14T08:44:00+01:00

COVIP report shows investments in government bonds decreased from 37.3% to 35.5%

Real Economy Project fund of funds to close with €500m

2022-05-26T14:12:00+01:00

Arco Fondo Pensione, Concreto, Prevedi, Laborfonds, Byblos and Pegaso contributed with a total of €120m

Strategically speaking interview: Sandro Pierri, BNP Paribas Asset Management

May 2022 (Magazine)

Like many of his counterparts at large asset management firms, Sandro Pierri is mindful of how global trends are influencing his clients and the best ways for his firm to address them.

Cometa tenders 10 mandates following investment policy review

2022-04-21T13:34:00+01:00

The pension fund’s investment strategy review has led to an increase of the risk profile of its three sub-funds ‘Monetario Plus’, ‘Reddito’ and ‘Crescita’

Italian private schemes demand full autonomy to invest in line with EU recovery plan

2022-04-08T14:47:00+01:00

The Recovery and Resilience Facility (RRF) is the center piece of the Next Generation EU (NGEU) with funds worth €723.8bn

Cassa Forense holds 30% of investment portfolio in volatile markets

2022-04-06T13:43:00+01:00

The fund’s strategic position combines liquidity and short-term bonds, with funds investing in precious metals and high-quality equity investments

Italian pension funds feel the pain of war in Ukraine

2022-03-16T14:17:00+00:00

The schemes are advising members to avoid switching investment options

Italian pension funds invest in central bank in search of stable returns

2022-03-07T16:30:00+00:00

Pension schemes investing in Italy’s central bank include Fondenergia, FondoPoste, Enpam and Inarcassa

Italy sees auto-enrolment debate gain steam with reform process under way

2022-02-23T15:10:00+00:00

Proposal: all employees, or at least new hires, would enrol in pension schemes for a trial period of 12 months

Italy roundup: Inarcassa tilts towards inflation-linked government bonds

2022-02-22T14:10:00+00:00

Plus: Priamo’s challenges, Previmoda’s returns on equities, fondo pensione Deutsche Bank skips engagement

Perspective: La dolce pensione

February 2022 (Magazine)

Italy may be on the verge of overhauling its pension system, but there are signs the reform project lacks ambition

Italy roundup: Inarcassa’s 2021 gross returns reach 7%

2022-01-27T13:55:00+00:00

Plus: Inflation-linked bonds keep up returns at Gomma Plastica, Prevaer’s linea dinamica tops performance

Italian government starts pension reform talks with unions

2022-01-21T14:11:00+00:00

The negative impact of past reforms on pensions for women was discussed, among other things

Inarcassa: Continuous carbon reduction targets

Towards Net Zero: COP26 and Beyond

The fund is embracing thematic investments and Paris-aligned benchmarks

Credit Suisse AM replaces Amundi in Previambiente’s garantito fund

2021-09-17T12:43:00+01:00

Plus: Inarcassa increases exposure to ESG for European equities; AUM growth for industry-wide schemes slows down

Italy: Reform season lies ahead

September 2021 (Magazine)

Italian policymakers are discussing further changes to the pension system but are reluctant to address the fundamental problems

Italy roundup: Alifond awards mandates for ‘bilanciato’ sub-fund

2021-07-21T14:58:00+01:00

Plus: Priamo picks Link Institutional Advisory as financial adviser

Inarcassa’s assets reach record high

2021-07-15T13:36:00+01:00

Plus: DAX companies’ pension assets rise

Country Report: Pensions in Italy

July/August 2021 (Magazine)

Italian pension funds are growing their allocation to illiquid asset classes at an increasing pace, spearheaded by a number of innovative institutional collaborations. In addition, the sector is more and more making investment choices with ESG factors in mind, as we analyse in our latest in-depth on Italy’s pensions. The report examines the impact of COVID-19 on the health of the country’s second-pillar pensions system, and finds why its future growth is dependent on more decisive policymaking.