Returns
In-depth reporting on investment returns for our pension fund and asset management readers from IPE’s award-winning journalists
-
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
-
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
-
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
-
NewsTangen brushes off calls to quit as Norway’s SWF sells off Israeli stocks
GPFG bounces back from losses in Q2, but krone strength wipes out gains
-
NewsSwiss pension funds show resilience despite lower funding ratios in H1
Private pension funds’ average funding ratio fell to 115.6% at the end of June, down from 117% at year-end 2024 and 121.5% at the end of the first quarter, says Swisscanto
-
NewsDutch pension funds should slash government bonds, says BlackRock
The risk-return profile is not attractive compared to other fixed income categories, according to the asset manager
-
NewsUSS flags gap between emissions data and physical climate risk
The Universities Superannuation Scheme has seen an increase in AUM to £76.8bn, and has a funding level 116%
-
NewsDollar hedging helps PFA year-to-date return amid summer stocks rally
Danish pension and insurance firms boosted hedging against US currency unit declines to 73%, central bank reports
-
InterviewsPension funds eye higher private credit exposure in search of yield
Lured by its high returns and continued strong outlook, pension funds are considering increasing their exposure to private credit amid a fast-evolving landscape
-
Country ReportCasse di previdenza put under the spotlight
First-pillar pension funds have faced parliamentary scrutiny over their investments, returns and relationships with advisers
-
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
-
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
-
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
-
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
-
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
-
NewsMajority of UK fiduciary managers produced ‘average’ returns over 2024
Fiduciary managers are adjusting tactical equity allocations following the introduction of tariffs
-
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
-
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
-
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
-
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
