All funding ratio articles
-
AnalysisIPE Netherlands Briefing: Dutch GP fund defies buy-and-hold equity promise
Plus: With the Dutch pension transition gearing up, the Dutch market for buyouts, estimated to be worth some €20-30bn, appears to be accelerating
-
NewsZurich’s PKZH cuts bonds and doubles down on growth assets
Pension fund tightens investment strategy in response to weaker long-term bond return expectations in Switzerland’s entrenched low interest-rate environment
-
NewsSwiss pension funds claw back losses as funding ratios recover
The funding ratio of private pension funds stood at 117.5% year to date, according to Swisscanto
-
NewsDAX pension funds pile into bonds to steady funding ratios
German Bunds and US Treasuries are favourites to hedge funding ratio swings, limit balance sheet volatility, and diversify amid political uncertainty
-
NewsSwiss pension commission recommends minimum interest rate remain unchanged
Suggestion draws criticism from trade unions while employers welcome the cautious stance amid market uncertainty
-
NewsSwiss pension funds show resilience despite lower funding ratios in H1
Private pension funds’ average funding ratio fell to 115.6% at the end of June, down from 117% at year-end 2024 and 121.5% at the end of the first quarter, says Swisscanto
-
NewsDAX pension schemes reach record funding levels despite volatility
German companies listed on the DAX index saw their average funding ratio rise to 87.1% in the first half of the year, up from 82% at the end of 2024
-
NewsPMT takes six months to reduce interest rate hedge after DC transition
The Dutch pension fund will start its transition on 1 January 2026, aiming to complete it by 30 June
-
NewsDACH pension funds adapt to US trade policies
US trade and tariff policies are prompting corporate pension funds in Germany and wider DACH region to review strategic asset allocation assumptions
-
NewsSwiss regulator warns on rising funding risks in occupational pensions
Stress test conducted by OAK BV on 1,237 pension funds finds that 57.4% would fall into underfunding in the event of a severe market downturn
-
NewsDutch funding ratios rebound after tariffs delay
The average pension fund had a funding ratio of 116% at the end of the month
-
NewsDutch funds see funding ratios rise in Q1 despite negative returns
Dutch pension funds felt the effects of Donald Trump’s trade war in the first three months of the year as interest rates rose and assets fell
-
NewsTrump trade war puts Dutch funding ratios under pressure
The short-term shock is extra relevant for Dutch funds, as they want to make the transition to a new defined contribution arrangement with comfortable funding ratios
-
NewsProtectionist scenario a blow for funding ratios, warns Cardano
Trade tariffs will hit GDP and earnings growth, resulting in a steep fall in stock markets, according to the consultancy
-
NewsMercedes pension plans break through underfunding to reach 104.4%
The funded status of the carmaker’s pension plans has improved from -€102m to €951m
-
NewsSwiss BVK closes 2024 with 8.1% returns and 109.3% funding ratio
2024 was an ‘above-average year’ in terms of returns for the fund, says CEO
-
NewsSwiss pension funds’ funding ratios reach highest level in 10 years
Fully funded public pension schemes in particular reached a funding ratio of 114%, exceeding the highest level of 112.9% recorded in 2021
-
NewsDAX-listed firms’ pension schemes see funding ratios reach new record of 83%
Pension assets of DAX companies increased last year by €6bn year-on-year to €264bn, while pension liabilities fell to €320bn last year, from €324bn in 2023
-
NewsSwiss corporate schemes under stress while risk of persistent low interest rates returns
Corporate schemes’ assets went up by 1.5%, partially offsetting increasing liabilities, but funding ratios fell to 120.9% in December 2024, from 121.1% in September 2024
-
NewsProfond’s returns climb to 9.4%, funding ratio to 110% in 2024
Board of trustees decides to apply interest rate of 8% on retirement savings
