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Special Report

ESG: The metrics jigsaw

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Austrian funds return 3% plus

Austrian Pensionskassen returned an average of 3.28% in the first half of 2004, according to the Austrian Control Bank (OeKB).
Corporate pension funds, Betriebliche Pensionskassen, have reported a 3.56% performance compared with the 3.21% of industry-wide pension funds, Ueberbetribliche Pensionskassen.
On average, pension funds have invested about 14% in European equities and about 20% in non-European equities. Bonds, cash, and the credit market make up for 64.4% of a typical portfolio, while real estate investments amount to 1.18% says the OekB, which acts as the country’s export credit agency.
The OeKB has analysed pension funds’ performance into five categories according to attitude to risk: defensive, with an allocation to equities up to 16%; conservative, allocating between 16 and 24%; balanced, 24 to 32%; active, 32 to 40%; and dynamic with 40% and more.

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