Fees & Costs – Page 2
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News‘Overall costs in pooled funds often rising,’ LCP fees survey finds
In many asset classes, median Ongoing Charges Figures have risen even as median Annual Management Charges fall
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NewsUK lifeboat fund confirms zero levy for second year
The Pension Protection Fund, however, confirmed it will maintain a ‘proportionate’ alternative covenant pension fund levy next year
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NewsArdian wins mandate to build portfolio for L&G’s Private Market Access Fund [updated]
The vehicle, part of L&G’s Lifetime Advantage Fund, is designed to provide L&G’s 5.6 million UK defined contribution members greater access to private markets
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NewsSwiss pension funds pushed towards consolidation by costs and talent squeeze
Swiss pension funds consolidate as rising costs, regulatory pressure, and skills shortages reshape the multi-employer market
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NewsItalian pension funds warn portability reform will drive up costs
Andrea Mariani, director of Fondo Pegaso, the pension fund for utilities workers, also warns that portability undermines long-term investment
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NewsAPG to shed over 1,000 jobs in cost-cutting drive
The pension administrator majority-owned by the Netherlands’s largest pension fund ABP made an operational loss in 2023 and 2024 and has been under pressure to cut costs
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NewsGerman dentists’ fund faces major losses amid probe into past mismanagement
Pension fund VZB is trying to avoid pension cuts
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NewsSweden’s FI launches probe into costly individual occupational pensions
Financial watchdog delivers government-mandated mapping report of pensions and investment costs
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NewsEU, UK asset managers plan return to client-funded research budgets
Survey shows that vast majority of asset managers believe funding models based on commission-sharing arrangements will be in asset owners’ interests
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NewsIORP II review: Commission wants pension funds to explain underperformance
The Commission’s supplementary pensions reform package also includes an auto-enrolment recommendation and measures to make the Pan-European Pension Product (PEPP) more attractive
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NewsIceland’s LV shifts entire foreign equities portfolio to segregated accounts
Pension Fund of Commerce completes three major investment management exercises - pooled funds to SMAs, new custodian, and SAA
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News
Emerging market bonds can meet biodiversity goals without financial cost, says AFII
Analysis by Anthropocene shows that aligning EM sovereign bond portfolios with Global Biodiversity Framework doesn’t change investment profile
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NewsPhysical climate risks are being priced into cost of capital, finds analysis
Exeter University and Network for Greening the Financial System have also published research on the topic this month
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AnalysisIPE UK Briefing: Local government pension schemes finalise pooling choices
Plus: £1bn+ buy-in deals; the latest on the Pension Protection Fund
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NewsIntesa Sanpaolo pension fund trims sub-fund costs after merger
Synergies from the merger with Fondo Pensione Cariplo are expected to reduce costs indirectly charged to members
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NewsGerman pension funds step up private markets push amid cost scrutiny
BVV Pension Management says new infrastructure quota is a ‘bonus’ that frees up capacity for other asset classes
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NewsPPF scraps levy as UK Pension Schemes Bill progresses
The move saves defined benefit schemes and their sponsoring employers collectively £45m
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NewsLGPS Central assets under management grow to £44.9bn
The UK investment pool invests £11.1bn in the UK and claims to have delivered £115m in gross cost savings for its partner funds since inception
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NewsSweden’s Fund Selection Agency picks 10 managers for SEK157bn in equity
Multi-year work to repopulate premium pension funds platform has added value outside the system too, says Erik Fransson
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NewsDanish pensions lobby calls for scrapping of “Arne” pensions tax
“Deeply problematic” that the pensions industry has to pay more in tax than other sectors, says Damsgaard
