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Portugal

Porto, Portugal

Portuguese funds see returns fall as debt allocation struggles

Fri, 17 Mar 2017By

Average return for 2016 was less than 2% due to ‘cash drag’ effect, says Willis Towers Watson

Porto, Portugal

Portuguese pension funds move into positive return territory

Fri, 16 Dec 2016By

Third-quarter performance brings returns into positive territory for first time in 2016

Gavel

Danish pension fund forced to resolve Espirito Santo lawsuit in Portugal

Wed, 9 Nov 2016By

British Court of Appeal tells investors legal action should be resolved in Portugal

Portugal: An eye on European clouds

October 2016 (Magazine)

Against a backdrop of a steadily recovering domestic economy, private pension funds in Portugal have maintained stable asset allocations over the past year

Porto, Portugal

European equities pushing down returns at Portuguese pension funds

Fri, 16 Sep 2016By

Pension funds make -0.16% over first half of year

Top 1000 Portugal

Portugal: Back on the right track

September 2016 (Magazine)By

After lawmakers stabilised the public pension system, Portuguese private pension funds are poised to grow their participation in the country’s economic system

Offshore wind farm

Lancashire County Pension Fund buys first direct wind farm stake

Tue, 20 Oct 2015By

Assets consist of interests in eight onshore wind farms in Northern Portugal

Portugal: Choppy waters

October 2015 (Magazine)By

Portugal’s pensions sector is negotiating uncertain waters

Portugal: Focus on sustainability

September 2015 (Magazine)By

Reforming the country’s public pension system is an integral part of the government’s efforts to impose fiscal stability, as agreed in its bailout programme.

Gavel

Danish fund sees UK court back €700m case against failed Portuguese bank

Thu, 13 Aug 2015By

TDC Pension among institutional claimants including New Zealand’s pension reserve fund

Porto, Portugal

Euro-zone equities drive down returns for Portuguese pension funds

Mon, 16 Mar 2015By

Low average returns reflect poor performance of biggest pension funds in market, says Towers Watson

A seaside village in Portugal

Danish pension fund among investors suing failed Portuguese bank

Tue, 3 Mar 2015By

TDC Pensionfund joins New Zealand Superannuation fund, Avenue Capital Group, Silver Point Capital and FFI Fund in filing debt recovery proceedings

Stock market numbers

Pension investors remain unconvinced about role in SME lending

Mon, 5 Jan 2015By IPE Staff

Respondents to IPE survey fail to see institutional investors as major source of financing in 15 years time

Portugal: Confidence returns

October 2014 (Magazine)By

Portugal’s supplementary pension funds have increased their equity weightings but are still cautious on fixed-income, writes Gail Moss

A seaside village in Portugal

Fund management customers 'unaffected' after Portuguese bank bailout

Fri, 8 Aug 2014By

Central bank seeks to reassure clients of Banco Espirito Santo’s asset management

All Latest Portugal News

pensions in spain and portugal

Spain: Focus on safety first

October 2016 (Magazine)By

Pension funds are reducing their risk levels in response to uncertainties generated by Spain’s failure to form a government, Brexit and Italy’s banking crisis

caixabank

Pensions Caixa 30: Risk-reduction exercise

October 2016 (Magazine)By

Gail Moss finds out what Spain’s biggest corporate pension scheme has been doing to reduce risk in its investment portfolio

Portugal: An eye on European clouds

October 2016 (Magazine)

Against a backdrop of a steadily recovering domestic economy, private pension funds in Portugal have maintained stable asset allocations over the past year

All Pensions in Spain and Portugal

  • Letter from Brussels: Resaver’s first stage kicks off

    The European Commission’s project to set up a pension scheme for research and development professionals whose careers take them across EU borders has finally reached its first stages of operation.

  • Letter from Brussels: Unclear on clearance

    The prolongation for 18 months of pension funds’ exemption from posting collateral when trading over-the-counter (OTC) derivatives is leading PensionsEurope to seek clarification. 

  • Letter from Brussels: EU focus on tax tricks

    There is increasing attention in Brussels on company reporting, taxation and offshore financial centres. The G20 and some OECD countries have demanded country-by-country reporting rules for multinational companies with a turnover over €750m

  • Letter from Brussels: Pan-EU private schemes for 2017?

    Legislation proposing pan-EU personal pension products (PEPPs) could be tabled in 2017, according to the European Commission

  • Letter from Brussels: A vision for cross-border workers

    A former director of the European Association of Paritarian Institutions (AEIP) has proposed a new option for occupational pensions that could help the large number of workers whose careers take them across EU internal borders.

  • Letter from Brussels: Weighty in-tray for new CMU commissioner

    Valdis Dombrovskis has assumed responsibility as commissioner in charge of the flagship Capital Markets Union project. But he has also assumed the added complication of the withdrawal of the UK

  • Letter from Brussels: Posted worker woes

    It will not be the first time that proposed revisions to EU rules affecting finance and pensions get stuck in a logjam between interests groups

  • Letter from Brussels: Tax targeting continues

    Pressure to clean up the financial sector has led to copious legislation from Brussels. 

  • Letter from Brussels: Ethical pressures mount

    There are plenty of indicators of rising pressure to advance ethical standards across the financial sector. One outcome takes the form of mountains of clean-up legislation, including from Brussels. 

  • Letter from Brussels: Beefing up the CMU

    Inadequacy of European national court systems in the financial sphere is due for overhaul. Upgrade is necessary if the EU’s capital markets union programme (CMU) is going to get anywhere, according to a high-status paper

  • Letter from Brussels: Race to upgrade EFSI

    Legislative moves to support the EU’s European Fund for Strategic Investments (EFSI) are being rushed through Brussels. But, so far, evidence of any torrent of fund movement by the institutional investment sector across EU frontiers has yet to emerge.

  • Letter from Brussels: A simmering conflict

    Conflict continues to simmer over the issue of passport rights for non-EU-domiciled hedge funds across the EU

  • Letter from Brussels: A lawyer’s feast

    It is a case of tackling one challenge after another in the Capital Markets Union (CMU). According to the European Commission, the present morass of different national insolvency rules creates a barrier to the flow of capital across the EU. 

  • Letter from Brussels: Cross-border challenge for IORP II

    IORP II may have cleared the European Parliament’s committee stage but amendments tabled to the second directive covering occupational pensions since 2003 are so radical that it would be unwise to forecast its future.

  • Letter from Brussels: Focus on low returns

    Dismally low returns on EU pension fund investments over 15 years? The allegation comes in a study by Better Finance, the European Federation of Investors & Financial Services Users. The report, Pensions Savings: The Real Return, points to excessive fees, points to other charges, and badly framed taxation rules, as the culprits.

  • Cayman Islands Sign

    Letter from Brussels: Pressure builds on tax havens

    Brussels’ financial focus is on aggressive corporate tax planning and the related question of tax havens. This concerns the hedge fund ‘passport’ rights to do business across the EU and compliance of the offshore jurisdictions where they are domiciled to EU norms.

  • Letter from Brussels: A tricky path ahead

    The process of making pensions policy in Brussels between now and end of the year resembles two juggernauts moving towards each other

  • Letter from Brussels: Ready with the axe?

    The lack of demand rather than supply for both credit and capital is a common criticism from investors of the EU’s capital market union (CMU) programme

  • Letter from Brussels: Awaking a sleep-walking economy

    A few more European cross-border lending opportunities have started to emerge. This follows anticipation of the European Investment Plan launched by Jean-Claude Juncker

  • Letter from Brussels: Bond market scrutiny

    There has been a flurry of activity and comment from industry groups on the subject of bond market liquidity

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