All articles by Luigi Serenelli – Page 4
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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
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NewsWTW executes first German pension buyout with Areva liabilities transfer
The transfer covers what WTW described as a ‘significant portfolio’ with a volume in the ‘three-digit million range’
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NewsSwiss BVK faces political backlash over CHF384m centenary payout
The pension fund ended the latest financial year with a funding ratio of 113.6%, up from 109.3% a year earlier
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NewsDomestic equities gain as Swiss pension fund scales back US allocations
CPV/CAP Pensionskasse, the CHF13bn pension fund for Swiss retail and wholesale company Coop-Gruppe, is shifting its focus to domestic equities
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NewsPrivate markets underpin Italian pension funds’ resilient returns
Italian pension funds’ private equity and debt investments delivered steady returns despite global market turbulence
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NewsUBS dominance leaves Swiss pension funds with fewer custody, asset options
High fixed costs are the biggest barrier to new banks entering the market to offer global custody and passive asset management services
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NewsMubadala ruling offers roadmap as lawyers target BVK’s US property losses
Lawyers cite Mubadala precedent as they seek damages and deeper scrutiny over BVK’s troubled US property investments
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NewsGermany’s BVV sacks CIO after five months
Reports suggest disagreements emerged within the management board over BVV’s investment strategy, which Axel-Rainer Hoffmann reportedly considered too risk-averse
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NewsSwiss public pension funds hit strongest funding levels in 25 years
Funding ratios surge as strong commodities, equities and gold returns bolster public pension balance sheets
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NewsFormer German dentists’ fund director ‘abused his position’, court rules
According to the court, Ralf Wohltmann ‘deliberately placed himself in a conflict of interest’ by holding dual positions
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NewsItaly’s pension shake-up raises stakes for multinational employers
Auto-enrolment and contribution portability force multinational employers to rethink pensions as Italy reshapes its second pillar pension system
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NewsSwiss pension funds pushed towards consolidation by costs and talent squeeze
Swiss pension funds consolidate as rising costs, regulatory pressure, and skills shortages reshape the multi-employer market
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NewsAustrian funds turn to European, small-cap equity to cut US concentration risk
The outsized influence of the so-called Magnificent 7 has reinforced the case for broader equity diversification among Austrian pension funds
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NewsSwiss Federal Social Insurance Office reshuffle deepens after AHV miscalculation
Leadership changes continue at Switzerland’s social security office as AHV forecasting errors prompt reform and renewed pension scrutiny
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NewsAll that glitters: Swiss pension funds raise gold exposure
Swiss pension funds boost gold allocations, seeking protection from geopolitical shocks, market volatility and fading trust in US assets
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NewsSwiss pension funds shift focus on equal-weighted, small-cap equities
Swiss pension funds turn to small caps and equal-weighting to rein in growing global equity concentration risks
