All articles by Luigi Serenelli – Page 13
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NewsSwiss pension funds make the case for gold allocation in bull market
Swiss schemes usually hold between 3% and 5% of total assets under management in gold
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NewsBVI calls on Commission to exempt asset managers from sustainability reporting
Association is asking for clarification on how asset managers should treat assets invested on behalf of their clients, recommending sector-specific guidance
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NewsGerman finance ministry approves changes to Pensionskassen investment rules
With the new investment rules, Pensionskassen are allowed to invest up to 5% of their security assets used to cover liabilities in infrastructure
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NewsGerman social partners warn of lack of new ideas on occupational pensions
The new government, likely led by the Union, could decide to review the reforms started by the traffic-light government
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NewsSwiss associations push schemes to unlock private market investments
CHF10.5bn GastroSocial Pensionskasse has increased strategic allocation targets for private market investments now representing roughly 25% of its portfolio
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NewsGerman SPD party suggests mandatory occupational pensions
According to a report, 48% of employees required to contribute to social security contributions in Germany are not covered by occupational pensions
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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
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NewsGerman doctors’ scheme restructures management
ÄVWL reshuffled its management team following the departure of CEO Christian Mose
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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
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NewsSwiss pension fund association calls for change to 1e plans proposal
The government wants to tweak the law regulating vested benefits
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NewsEthos excludes Tesla shares from own funds raising governance issues
‘Musk is now part of an administration that wants to somehow fight Tesla’s own product, it is a contradiction,’ Ethos CEO Vincent Kaufmann says
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NewsGenerali Italia boosts investments in domestic private assets to €4.7bn
Increasing investments in the domestic economy are linked to the growth of the supplementary pension sector
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NewsReform of Pensionskassen investment rules could be approved before elections
The second-pillar reform planned by the government is not a game changer, but some of the proposals represent a step forward, says aba’s Georg Thurnes
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Opinion PiecesA gloomy outlook for German pension reforms
The collapse of Berlin’s ‘traffic-light’ coalition of Social Democrats (SPD), Greens and the liberal FDP late last year brought to an abrupt end a pension reform process that was proceeding slowly but surely.
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NewsSwiss schemes nudged to cut fixed income amid low interest rates
From 2014 to 2022, Swiss pension schemes’ allocation to fixed income investments fell from 39.2% to 31.7%
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NewsSwiss schemes’ investment strategies have margin for higher returns – study
WTW’s research concluded that 25% of pension funds can increase their expected returns by an average of 0.84% per year
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NewsItaly’s complementary pension schemes records 8.2% assets growth
Assets under management for complementary pension schemes in Italy increased to €243bn in 2024
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NewsPrecious metals, equities propel Publica’s returns to 5.9%
Precious metals were among the best-performing asset classes in Publica’s portfolio last year, returning 33%
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NewsGerman occupational pensions back streamlined sustainability reporting rules
‘The reporting obligations currently in place make services provided via IORPs more expensive, without offering any significant value in return,’ says WTW
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NewsGerman government sees room for improvement in second pillar pensions
The take-up of occupational pension plans among low earners is ‘unsatisfactory’, government says





