IPE's Spain & Portugal Coverage
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NewsDutch lawmakers under pressure to allow shareholder ‘say-on-sustainability’
Upcoming debate on CSRD transposition will reveal whether politicians follow in footsteps of Spain, Estonia and Switzerland
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Special ReportSpain: Pension policy in paralysis
Spain is nowhere near on track to enrol 13m of its citizens in occupational pensions over the next five years
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NewsPortuguese pension funds return 6.3% for 2024, despite low bond returns
Global equities made strong returns in Q4, but not enough to compensate for the low returns from bonds, says WTW
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Country ReportSpanish country report 2024: Pension funds eye a new rate environment
Buoyed by strong returns, pension funds have been lengthening the duration in their fixed-income portfolios
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InterviewsPrivate equity remains a key building block for pension schemes
While allocations vary, pension funds value solid returns and private equity’s role as a diversifier. Funds use PE to gain both domestic and international exposure.
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InterviewsPension 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
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Special ReportPortugal: Sticking to the pension promise
The country’s new government has vowed to increase retirement payments
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Special ReportSpain: Sweeping pension reforms fail to get off the ground
The country’s unstable political environment means pensions are not a priority
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Country ReportSpanish pensions report 2023: funds ride a wave of uncertainty
Diversification remains a key tool in pension fund portfolios
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NewsSpanish 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
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NewsPortuguese 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
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Special ReportCase 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.
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Special ReportPortugal: Social security surplus funds pension boost
The Socialist government aims to reduce pensioner poverty but faces considerable demographic hurdles
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Special ReportSpain: New regulation introduces lifestyling
Government pushes through legislation package before elections last July
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NewsPortuguese 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. In contrast, the three months to September 2022 had produced an average -2.9% return, with a -11.3% return for the 12 months to ...
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NewsSpanish pension funds mirror global market falls with 8.8% loss for 2022
Alternative, especially private markets, continue to grow in importance
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NewsSpanish 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
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NewsContributions lowest in Sweden, Finland, but highest in Italy, Denmark, study finds
Finnish Centre for Pensions compares totality of contributions in eight European countries
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Country ReportCountry Report – Pensions in Spain & Portugal (November 2022)
In Spain, the pension sector is giving a cautious thumbs up to workplace pension reform plans, even if they fall short of the industry’s wish list. Top of that list was mandatory auto-enrolment, which won’t now happen. But the planned national so-called Macro-fondo ‘super fund’ has met with general approval. It will be managed by the private sector but supervised by a control committee comprising government, employer and union representatives.
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Country ReportSpain: Industry gives a partial thumbs up to pension proposals
Can Spain’s new workplace pension system work well without auto enrolment?
