All articles by Luigi Serenelli
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NewsGerman banking industry reworks DC framework to design bespoke pension models
DC plans underpinned by social partner agreements have significant scaling potential within the financial sector, says BVV
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NewsAsset owners hold course as Middle East conflict raises market volatility
Middle East tensions drive market swings, but pension funds focus on resilience, risk management, and strategy
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NewsGerman pension consulting market consolidates amid reform and competition
The shift away from guarantees in private pension products is also expected to open the market to new competitors
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NewsGermany’s VZB claims previous investments were ‘unlawful’
The German pension fund for dentists is attempting to claw back damages against its €1.1bn loss
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NewsInarcassa turns to alternatives to fast track private markets capital deployment
The fund is targeting a 34% allocation to private markets, compared with 28.2% currently invested
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NewsCurrency hedging dilemma hits Swiss pension returns
Swiss pension funds face losses or missed gains as dollar weakness and interest rate differentials challenge hedging
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NewsGerman tax court tightens rules on shareholder-financed occupational pensions
Deloitte’s Claudia Veh warns rulings will increase valuation complexity for pension promises
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NewsGermany’s VBL sets tailored net zero goals across asset classes
The German public sector supplementary pension fund sets separate net zero targets for equities, bonds and real estate, aiming for 2050
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NewsItalian schemes shift to domestic equities in US pullback
Italian pension funds boost domestic and emerging market exposure while trimming US tech and Treasuries
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NewsSupervisor expects stricter risk management from German pension funds
Finance ministry expects schemes to apply new standards developed by ABV, the association of professional pension funds in Germany
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NewsSwiss pension funds consider venture capital as satellite allocation
Consultancy c-alm says dedicated domestic allocations to venture capital are rare
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NewsAerospace, cyber venture capital test Italy’s pension framework
Italian pension funds increase venture capital bets in aerospace and cybersecurity, urging clearer rules and larger funding rounds
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NewsAon Germany sets up advisory board to streamline operations
The new board will focus on client acquisition, building executive partnerships, talent strategy, strategic growth initiatives, and M&A
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NewsGerman Spezialfonds custody market tightens as top banks deepen dominance
BNP Paribas, HSBC and JP Morgan together hold €1.19trn in Spezialfonds custody mandates, equating to just over 56% of the market, according to Kommalpha
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AnalysisIPE DACH Briefing: Legal disputes intensify for German professional pension funds
Germany’s VZB and BVK are preparing legal cases to claim investment losses
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NewsCompenswiss turns to bespoke asset allocations for each social security fund
Swiss central compensation fund shifts to fund-specific allocations as AHV, IV face rising costs and liquidity pressures
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NewsGermany’s reform spurs possible pension shake-up by global corporates
Second pillar changes provide opportunities for multinationals to tap into social partner model
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NewsGerman dentists’ pension fund demands damages from Baker Tilly
Versorgungswerk der Zahnärztekammer Berlin (VZB), the pension fund for dentists in Berlin, Bremen and Brandenburg, is facing losses of €1.1bn
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NewsVatican bank unveils Morningstar indices aligned with Catholic ethical rules
Istituto per le Opere di Religione and Morningstar launch eurozone and US equity benchmarks, screening companies by Catholic ethical standards
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NewsSwiss supervisor’s guidance risks pro-cyclical shifts, consultant warns
Roger Baumann says OAK BV recommendations blur the lines between risk oversight and investment policy
