Spain & Portugal: Pensions and Investment News and Analysis
Latest news and analysis of pensions, asset management, regulation and trends in Spain and Portugal from our award-winning journalists.
Pension Funds in Spain & Portugal - Country Report
Spanish pensions report 2023: funds ride a wave of uncertainty
Diversification remains a key tool in pension fund portfolios
TOP SPANISH & PORTUGUESE PENSION FUNDS 2024
Pension fund/entity | Assets (€’000)
Spain
- Pensions Caixa 30 | 8,279,672
- PSE Grupo Endesa | 3,054,994
- Empleados Telefònica de España | 2,916,006
Portugal
- FEFSS | 26,700,000
- Grupo Banco Comercial Português | 3,649,600
- BPI Vida e Pensões | 3,257,000
©IPE Research; View the Top 1000 European Pensions Funds 2024 for a comprehensive market overview
Spanish pension funds mirror global market falls with 8.8% loss for 2022
Alternative, especially private markets, continue to grow in importance
Spanish insurer MAPFRE adds SRI approach to all asset managers’ strategies
“The idea is to grow distribution capacity in France and to increase our SRI capabilities,” says MAPFRE’s chief economist for investments
Contributions lowest in Sweden, Finland, but highest in Italy, Denmark, study finds
Finnish Centre for Pensions compares totality of contributions in eight European countries
Spanish pension funds mirror global market surges with 2.3% return to June 2023
Asset allocation figures show that fixed income still dominates portfolios, although in declining proportions, with an average 55.3% allocation at end-June
Portuguese pension funds return 1.6% for Q2 2023
Global equities had the highest impact on performance over the quarter, with returns close to 6%, according to WTW
Iberia roundup: Spanish funds make ‘significant’ recovery after March rout
Plus: Portuguese funds pull back -8.1% Q1 loss
Pension funds on euro fixed income: navigating the rate cycle
We asked pension funds in Spain, Germany and Finland about their current views on European fixed income and credit as the ECB looks carefully at the timing and sequence of its rate cuts
Portugal: Sticking to the pension promise
The country’s new government has vowed to increase retirement payments
Spain: Sweeping pension reforms fail to get off the ground
The country’s unstable political environment means pensions are not a priority
Spanish pensions report 2023: funds ride a wave of uncertainty
Diversification remains a key tool in pension fund portfolios
Spanish pension funds mirror global market surges with 2.3% return to June 2023
Asset allocation figures show that fixed income still dominates portfolios, although in declining proportions, with an average 55.3% allocation at end-June
Portuguese pension funds return 1.6% for Q2 2023
Global equities had the highest impact on performance over the quarter, with returns close to 6%, according to WTW
Case study: Caja de Ingenieros Gestion - The rise of smart beta
The Spanish pension provider Caja de Ingenieros Gestion serves more than 215,000 members, predominantly from the Spanish engineering sector, using an investment style based on independent analysis, with a bottom-up approach.
Portugal: Social security surplus funds pension boost
The Socialist government aims to reduce pensioner poverty but faces considerable demographic hurdles
Spain: New regulation introduces lifestyling
Government pushes through legislation package before elections last July
Portuguese pension funds return -11.4% for calendar year 2022
Average gains of 1.5% in the final quarter of 2022 took Portuguese pension funds to an average -11.4% return for the 12 months to 31 December 2022.
IPE BEST PENSION FUND IN SPAIN AWARD WINNERS
- 2023 - GM Pensiones | Pensions Caixa 30
- 2022 - GM Pensiones
- 2021 - GM Pensiones
- 2020 - Plan de Pensiones Nestlé
- 2019 - Plan de Pensiones Nestlé
IPE BEST PENSION FUND IN PORTUGAL AWARD WINNERS
- 2023 - FP Banco Santander Totta
- 2022 - FP Banco Santander Totta
- 2021 - Ageas Pensões | Fundo Pensões Banco Santander Totta
- 2020 - Ageas Pensões
- 2019 - Ocidental Pensões
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