In Depth – Page 9
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FeaturesForeign pension funds set for tax refunds on UK property income
A recent ruling by the UK Tax Tribunal decided that the imposition of UK income tax on the property income of a German pension scheme was unlawful under EU law
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Features
PEPP: no straightforward route
Some entities will not be eligible to offer PEPP products in Bulgaria, which looks like a recipe for market confusion
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InterviewsHow we run our money: APK Pensionskasse
Christian Böhm, CEO of Austria’s APK Pensionskasse, talks about the organisation’s blend of dynamic and long-term investment strategy
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Interviews
On the record: Delivering on our promise
Dmytro Sheludchenko of Sweden’s AP1 buffer fund explains how it constructs and manages its factor-investing portfolios
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Interviews
On the Record: Looking beyond Brexit
We asked European pension funds whether they see value in investing in UK assets. Despite the uncertainty regarding Brexit, most still see opportunities in the long term
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Features
Annuity innovation: A new decumulation solution
With the decline of DB pension funds, individuals are seeking alternatives for longevity protection
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InterviewsHow we run our money: Bank of Ireland
Paul Droop (pictured), CIO of the Bank of Ireland’s staff pension scheme, tells Carlo Svaluto Moreolo about his approach to building a shockproof portfolio
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Interviews
On the record: Asset management fees
We asked two European pension funds about their attitude to asset management fees and costs
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FeaturesAuto-enrolment grows globally
A growing number of countries are planning to reduce the strain placed on public finances of providing pensions to ever more retirees by encouraging individuals to make more adequate provision for their own retirement
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InterviewsHow we run our money: Laborfonds
Ivonne Forno (pictured), the CEO of Laborfonds, the Trentino-Alto Adige/Südtirol regional pension fund, talks to Carlo Svaluto Moreolo shortly after the fund’s 20th birthday
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Interviews
On the Record: Adapting to change
As the equity markets begin 2019 in worse shape than last year, we asked three European pension funds how they conceive and execute their equity strategy, in order protect the portfolio
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InterviewsHow we run our money: PWRI
Xander den Uyl, chairman of PWRI, the Dutch fund for disabled workers, tells Carlo Svaluto Moreolo about its particular approach to ESG
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Interviews
On the Record: The question of hedging
We asked two European pension funds how they hedge against interest rate risk, as the probability that interest rates will rise over the few next years grows
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Features
Collective DC in the Netherlands
How Dutch collective defined contribution schemes came about and how they differ from other schemes
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InterviewsHow we run our money: Första AP-fonden (AP1)
Mikael Angberg, CIO of Första AP-fonden (AP1), one of Sweden’s buffer funds, outlines the fund’s investment philosophy to Carlo Svaluto Moreolo
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Interviews
On the Record: Manager Due Diligence
The suspension of a GAM fund manager has revived the discussion about due diligence. We asked three pension funds how they deal with it
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InterviewsHow we run our money: ÄVWL
Christian Mosel, CEO of Ärzteversorgung Westfalen-Lippe, the pension fund for doctors in Germany’s Westphalia-Lippe region, talks about his old-fashioned approach to investment
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Features
German Longevity: Are the tables turning?
The rate of increase in life expectancy in Germany appears to be slowing down
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Features
Turkey: Rethinking auto-enrolment
Despite generous state incentives in the Turkish auto-enrolment system, opt-out rates are high
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Interviews
On the Record: Small Caps
We asked the senior managers of two European pension funds to describe how they invest in small-cap equities and what are the challenges and opportunities in this asset class
