All Returns articles – Page 10
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Opinion Pieces
Viewpoint: Recent stock story is two steps forward, one step back
Consider everything investors have been through in recent years: a global pandemic, rapid inflation, war in Europe, volatile markets, and, in recent weeks, reminders of weaknesses in parts of the global banking system. It’s reasonable to feel uneasy in the face of so much uncertainty. Now imagine it’s the end ...
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News
Sweden should probe ditching AP funds’ mandatory forex hedging, says report
McKinsey says legal requirements on currency exposure had major impact on 2022 return
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News
Emergency rules trigger AT1 bonds write down in UBS/Credit Suisse deal
Pension funds holding AT1 bonds, also referred to as CoCo bonds, can suffer losses as a consequence of the decision taken by FINMA
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News
Dutch pension funds return -23% on average in 2022
The company pension fund of beer brewer Heineken did best, limiting losses on its investments to 9.3%
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News
Asset owners target top management performance at AGMs
Decisions on ESG and executive pay are also top priorities
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News
Pension schemes bump insurers down as top investors in German Spezialfonds
Spezialfonds managed pension scheme assets totalling €530.4bn at the end of December last year, equivalent to a market share of almost 28%
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News
Swedish watchdog grills Alecta, others as US bank losses pile up
NBIM ‘closely monitoring the situation in the market’ after €281m exposure to collapsed banks
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Alecta says it’s solid despite losing €1.3bn on US banks in days
Silicon Valley Bank, Signature Bank collapses erase 1% of Swedish pensions giant’s portfolio
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News
Denmark’s P+ returns -12.9%, after higher portfolio risk than most rivals
CEO says -12.9% return must be seen in light of ‘record-high’ 2021 gain
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News
AUM of Austrian pension funds grow to €24.35bn in last quarter of 2022
Market volatility last year led to pension funds’ overall negative performance (-9.68%), compared to a positive 9.68% in 2021
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News
ESG rating changes do not impact short-term stock performances, study finds
Researchers used ESG ratings from Vigeo Eiris and MSCI
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Opinion Pieces
Viewpoint: Can we use gender diversity to generate greater investment returns?
The effect of gender diversity on company performance has been well researched, but can it be used to identify the potential for better investment outcomes? Realindex conducted a new study to find out.
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News
Austria sees AUM increase in real estate, private equity funds
The country’s fund industry saw assets declining by 13.2% to €200.2bn last year
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News
Denmark’s LD says inflation hedging, revaluations tempered losses
Sampension heralds 3.4% bounce in early 2023; PenSam says 2022 showed benefits of average-rate pensions
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News
Swiss canton changes technical aspects of pension plan
blpk has decided to increase its technical interest rate to 2.25%, from the previous 1.75%
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News
VER to increase private asset weighting as new rules give scope
Finnish buffer fund behind central government pensions aims to broaden private assets allocation by three points
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AP6 chief questions forex hedging after rule almost wipes out 2022 returns
Swedish private equity pension fund ends year with 1.9% gain; says own strategy was really tested
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VER warns of new investment challenges ahead after law change
Finnish state pension fund’s governing act amended in 2022, increasing fund’s net contributions to the scheme
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News
Investment returns fail to match liabilities for 30% of Dutch pension funds – research
Small sector schemes score especially badly in the study performed by the new website overrendement.nl
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News
AP4’s 11.9% loss confirms AP3 as largest buffer fund after 2022
Last of the big-four Swedish pensions buffer funds to report 2022 figures says active management worsened result by 3.8 percentage points