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Still loyal to the home market

The average pension fund in Finland invested 58% of total assets in Finnish bonds, according to data from Watson Wyatt at the end of 2000. The total exposure of pension fund portfolios to fixed income vehicles represented around 74% of total assets, with the proportion invested in bonds in the Euro-zone countries other than Finland accounting for 16% of total assets.
The reduced equity portfolio, only amounting to around 15% of total assets, was mainly invested in Finland, with 10% of total assets, with investments in stocks in other countries in Euroland only representing 2% of the total portfolio.
Finnish pension funds’ exposure to property investment is relatively high, representing 8% of total assets at the end of 2000. Cash and other investments accounted for 3% of the total investment portfolio.
Although there has been an increase in exposure to equities among pension funds in Finland, the percentage invested this way remains one of the lowest in Europe. And, even though diversification of investments in the Euro-zone has been growing in the past couple of years, investors in Finland still allocate most their assets to Finnish investment vehicles.

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  • QN-2548

    Asset class: Fixed Income, Emerging Market Debt Hard Currency (Active).
    Asset region: Emerging Markets.
    Size: CHF 300-400m.
    Closing date: 2019-07-30.

  • QN-2549

    Asset class: Fixed Income, Emerging Market Debt Hard Currency (Passive or Passive Enhanced).
    Asset region: Emerging Markets.
    Size: CHF 300-700m.
    Closing date: 2019-07-30.

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    Asset class: Fixed Income, Emerging Market Debt Local Currency (Active).
    Asset region: Emerging Markets.
    Size: CHF 250-350m.
    Closing date: 2019-07-31.

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    Asset class: Fixed Income, Emerging Market Debt Local Currency (Passive or Passive Enhanced).
    Asset region: Emerging Markets.
    Size: CHF 250-350m.
    Closing date: 2019-07-31.

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    Asset class: Fixed Income, High Yield (Active).
    Asset region: High Yield (US).
    Size: CHF 500-600m.
    Closing date: 2019-07-29.

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    Asset class: Fixed Income, High Yield (Passive or Passive Enhanced).
    Asset region: High Yield (US).
    Size: CHF 500-1'100m.
    Closing date: 2019-07-29.

  • QN-2554

    Asset class: Global Real Estate (Equity, unlisted Funds).
    Asset region: World (ex-Switzerland).
    Size: CHF 200 mn (potential for further growth).
    Closing date: 2019-08-07.

  • QN-2555

    Asset class: Real Estate.
    Asset region: European.
    Size: EUR 50 - 100 million.
    Closing date: 2019-07-22.

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    Asset class: FX Hedging.
    Asset region: Global.
    Size: Mandate size of CHF 1.5 bn.
    Closing date: 2019-08-09.

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    Asset class: All/large Cap Equities.
    Asset region: China A-shares.
    Size: Unit linked platform (0m USD in initial investment).
    Closing date: 2019-08-01.

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