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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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
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NewsATP magnifies listed equity gains after dialling down private assets
Danish statutory pension fund posts 6.7% interim return on geared investment portfolio
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NewsAP1 boosts currency hedging, reins in US exposure ahead of closure at year-end
Swedish buffer funds post slim gains in first half, with AP4 ahead of peers
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NewsAlecta completes post-crisis overhaul, plans to shrink Heimstaden Bostad stake
Swedish pensions giant vows to do whatever the FSA may call for in probes into US bank losses, Heimstaden Bostad
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NewsElo acts to protect solvency amid choppy markets
Finnish pension insurers Elo and Varma returned 1.5% and 1.7%, respectively, in the first half of the year
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AnalysisIPE Nordic Briefing: Norway’s sovereign wealth fund under pressure
Plus: Denmark’s PBU sells investments with Israeli links; Danish pension funds see value of investments in defence companies double
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NewsIlmarinen profits from bonds in first half, and tops Keva’s flat return
Municipal pensions giant Keva blames “devaluation of dollar’ for its narrow overall investment loss
