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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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
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NewsVelliv to shift more equities exposure to Europe, after €500m US sell-off
Denmark’s fifth-largest pension fund targets smaller European firms which don’t depend on exports to US
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NewsSwiss asset managers cheer cost-transparency rebuff, shift focus to returns
Swiss asset management association AMAS says net return is most important criterion for determining performance and efficiency of a pension fund, not costs
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NewsSwiss federal railway scheme ups investment in equities while reducing bonds
Last year the pension fund achieved returns of 6.9% and a funding level of 110.8%
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NewsEnpam targets innovative firms with €190m investment
The Italian pension fund for doctors plans to keep its private markets allocation stable, targeting 12-13% returns in private equity and 7-8% in private debt
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NewsAlecta aims to become industry leader in risk management, after review
Swedish pension overtaken by AP7 as Sweden’s largest pension fund
