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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NewsWhy Dutch funds made negative returns on private equity in 2025
Pension schemes partly blame high purchase prices in the period 2019-2021 for the poor returns over the past three years
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NewsAPG’s active equity strategies underperform benchmark by almost 7%
The pension asset manager posted a negative return on its actively managed listed equities strategy in 2025, underperforming its benchmark by 6.9%
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AnalysisHow investors are reacting to Europe’s carbon price
The EU Emissions Trading System is up for review this year, with the Commission expected to publish a legislative proposal on its post-2030 design by the summer
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NewsRecord funding ratios prompt DAX firms to rethink pension strategies, allocations
DAX firms achieved a 2.2% return on pension assets through active management, navigating a challenging economic and geopolitical environment, says WTW
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NewsPortuguese pension funds return 5.1% for 2025
2025 was a strong year for European equities, which had lagged US equities in most recent years, says WTW
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NewsPension funds drive recovery in German Spezialfonds after lean years
German pension funds led a sharp rebound in Spezialfonds inflows, as institutional demand recovered strongly in 2025
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NewsIcelandic pension fund majors beat the average, as inflation weighs on all
Gildi reports 3.3% real return for 2025, LV produces 3.2%, while smaller Stapi delivers 1.8%
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NewsGermany eyes boost in pension investment via global equities
Policymakers and industry push to expand occupational and private pensions, eyeing equity markets to drive returns
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NewsGerman dentists’ pension fund rejects industry association claims
ABV, Germany’s association of pension funds for professionals, is pressing for faster audit of VZB
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AnalysisIPE DACH Briefing: Compenswiss overhauls asset allocations
Plus: Beate Petry, chair of aba, said the occupational pension association backs further reform to open social partner defined contribution models to third parties
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NewsSwedish funds agency plans launch of €2.7bn healthcare/biotech tender
FTN says comparative returns data for first tracker procurement shows premium pension reform set to deliver average 0.5% point higher returns
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AnalysisEuropean pension funds report mixed results
Denmark’s ATP posts stellar results, while pension funds in the Netherlands were hit by underperforming interest rate hedges
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NewsUK asset owners dismiss ESG backlash as stewardship seen to boost returns
Stewardship is seen as financially meaningful and effective, even as ESG issues grow more complex and contested
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NewsGermany’s VZB claims previous investments were ‘unlawful’
The German pension fund for dentists is attempting to claw back damages against its €1.1bn loss
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NewsAlecta outpaces AMF returns, says overhaul has made it safer
Equities gains boost Swedish occupational pensions giant’s five-year return to 7.3%, beating peer pension fund AMF’s 5.5% for its smoothed traditional product
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NewsAP4 leads Swedish buffer fund returns as forex hedging pays off
With legal obligation to protect against currency fluctuations, AP3, AP4 take weaker hit from krona strength than AP7
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NewsSchroders, JP Morgan among US, UK winners in Swedish FTN’s biggest tender
Big ticket sizes was key in attracting the best asset managers for premium pension savers, Swedish agency says
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NewsPBU’s new CIO vows to stick with investment strategy
Danish pension fund’s alternatives chief Johannes Bill Ladegaard takes over role previously held by Carsten Warren Petersen
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NewsAP2 sees half the AP6 transition portfolio turning into cash in two years
Ahead of expansion, AP2 returns just 4.6% in 2025, citing currency effects
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NewsKLP claims upper hand in Norway’s 2025 municipal pensions tenders
But independent municipal pension fund returns beat KLP over time, says lobby group, citing high equity allocations
