Returns
In-depth reporting on investment returns for our pension fund and asset management readers from IPE’s award-winning journalists
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NewsSweden’s Alecta thanks equities, forex hedging for 9.6% 2025 return
‘High degree’ of currency hedging protected value of pension giant’s foreign assets, says CIO Bernengo
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NewsSwiss pension funds sail through index concentrations with positive returns
Swiss pension funds recorded an average performance of 5.9% last year, corresponding to investment returns of CHF70bn, says Complementa
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NewsAkademikerPension blames weak 2025 partly on in-house equities transition
Danish pension funds post returns of up to 14% for last year, with US dollar hedging having been crucial for success, according to consultant
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NewsDAX pension funding hits record 93% as liabilities shrink
Pension assets at DAX firms rose by €12bn, from €261bn to around €273bn year-on-year, despite a volatile year in financial markets
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NewsAcademic paper shows financial uplift from ESG in private equity portfolios
Research shows how the integration of ESG factors into investments can improve earnings quality, reduce operational risk and increase enterprise value
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NewsNorway’s SWF unveils new strategy plan, as experts criticise top-down allocation
NBIM’s new three-year strategy plan outlines changes to real estate approach and sets out the fund’s priorities
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NewsIORP II review: Commission wants pension funds to explain underperformance
The Commission’s supplementary pensions reform package also includes an auto-enrolment recommendation and measures to make the Pan-European Pension Product (PEPP) more attractive
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NewsNBIM talks up active management success, moves to increase SWF’s risk
Manager of Norway’s sovereign wealth fund tells government active management has been more profitable in last five years than before
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NewsSwiss pension funds weigh private debt as low yields persist
Some Swiss pension funds explore private debt to boost returns, while others remain wary of risks
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NewsVarma, Ilmarinen get into shape for reform’s new investment scope
Big two Finnish private-sector pension insurers beat public-sector peer Keva on January-September returns
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NewsDAX pension funds pile into bonds to steady funding ratios
German Bunds and US Treasuries are favourites to hedge funding ratio swings, limit balance sheet volatility, and diversify amid political uncertainty
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NewsKeva’s outgoing CIO sees storm clouds on horizon for US stocks
Finland’s biggest pension fund recoups some private equity losses in Q3; Veritas posts 5.2% nine-month return
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Special ReportLimelight falls on ETFs as investors seek better returns
Faced with volatile market conditions, the ETF market has become increasingly attractive. Lynn Strongin Dodds reports
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NewsSwiss pension fund defends oil and gas exposure despite political pushback
Pensionskasse des Kantons Schwyz will continue to invest in oil and gas companies, arguing that greening the portfolio would damage returns
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NewsNorwegian pension funds’ equity weightings quadruple those of insurers
Pension funds outshine their insurer-incorporated pension provider peers in H1; higher equity allocations have boosted returns, according to pension fund lobby group
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NewsBelgian pension funds deliver flat returns in H1
Belgian schemes delivered a modest 0.25% return in H1 2025, well below their long-term average, as geopolitical tensions and rising bond spreads weighed on markets
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AnalysisIPE DACH Briefing: Corporate pension funds review asset allocations
Mercedes-Benz divests Nissan stake; Evonik considers extending DC plan; Lufthansa pilots push back against DC offer
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NewsNEST sees bond opportunities amid UK fiscal uncertainty
Liz Fernando, NEST’s CIO, says she was ‘slightly surprised how resilient the equity market has been’
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NewsSwiss large corporate pension funds eye private markets for higher returns
A large number of pension funds linked to SMI and SLI firms are already investing the maximum 15% in alternatives
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NewsLGPS Central assets under management grow to £44.9bn
The UK investment pool invests £11.1bn in the UK and claims to have delivered £115m in gross cost savings for its partner funds since inception
