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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NewsBorder to Coast appoints John Lister as new chair
Investment pool announces £178.7m in cumulative cost savings and £55.4bn in partner fund assets under management
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NewsUK largest employers back pledge to prioritise pension returns over cost
The pledge works alongside Mansion House Compact and Accord by engaging employers who influence the direction of pension fund investment
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NewsUK’s NEST delivers first profit as it starts government loan repayment
‘Our aspiration to grow our private market allocations reflects our belief in the long-term value these investments can deliver,’ says NEST CEO Ian Cornelius
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NewsItaly’s pension regulator calls for EU support to reverse demographic decline
COVIP chair Mario Pepe says EU-issued debt should be used to support Italian families
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Special ReportHow will you ensure clients meet their return objectives in an uncertain world?
Views from the top: Where our panel of senior asset managers see opportunities amid below-trend growth, volatile rates, inflation, and unstable geopolitics
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NewsMajority of UK fiduciary managers produced ‘average’ returns over 2024
Fiduciary managers are adjusting tactical equity allocations following the introduction of tariffs
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NewsLower-carbon bond portfolios outperform benchmarks, finds research
Analysis findings bring into question the legitimacy of having carbon-intensive corporate credit portfolios as the default, says Ulf Erlandsson, AFII’s founder
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AnalysisSwiss pension funds brace for prospect of negative interest rates
Swiss National Bank urged to avoid policies that make pension funds collateral victims of strategy aimed at weakening Swiss franc
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NewsChurch Commissioners delivers 10.3% return, buoyed by public equities
The fund’s private markets and real asset portfolios contributed more modestly to last year’s performance
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NewsSweden uses watchdog to squeeze fund fees, citing FTN pensions achievement
Ministry’s example shows procured premium pension funds cost less than a quarter of the same funds outside the platform
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NewsNordic pension funds hold off on dialling down strategic US exposure
Danish pension funds favoured European equities in Q1, central bank data shows
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NewsPortuguese pension funds return 6.3% for 2024, despite low bond returns
Global equities made strong returns in Q4, but not enough to compensate for the low returns from bonds, says WTW
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NewsSwiss regulator warns on rising funding risks in occupational pensions
Stress test conducted by OAK BV on 1,237 pension funds finds that 57.4% would fall into underfunding in the event of a severe market downturn
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NewsItaly’s largest pension funds outperform in 2024 amid governance overhauls
Enpam surpasses targets, while Cassa Forense posts double-digit returns and Inarcassa boosts private market exposure
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NewsPrivate-sector funds left Swedish premium pension savers worse off, agency reports
Swedish Pensions Agency says parliamentary objective for payout phase of premium pension is not being met via traditional insurance or fund market
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NewsNordic pensions heavyweights look for silver lining amid limited Q1 losses
ATP’s Præstegaard emphasises importance of guarantees in unpredictable times, while NBIM turns in a small loss for Q1
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NewsATP on poor showing in Finnish ranking: ‘Does not reflect value creation’
Denmark’s statutory pension fund defends its results after Finnish Centre for Pensions ranks its real returns as lowest
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NewsFinnish pension funds outshine international peers on real returns
Denmark’s bond-heavy ATP stands out for comparatively low real returns, in Finnish Centre for Pensions’ analysis
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NewsEuropean pension funds stick to their guns in the face of market turmoil
European pension funds hold steady but reassess their long-term strategies amid an escalating global trade war
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NewsAPG AM chief vows improvement after ‘below standard’ 2024 returns
The Dutch asset manager’s actively managed concentrated portfolios especially underperformed, posting returns less than half of those of their benchmarks
