Returns – Page 19
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NewsPrivate equity hesitant to adjust to high interest rate reality
The 2022 returns on private equity investments reported by pension funds contrast sharply with double-digit losses on listed equity portfolios
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NewsBanking sector crisis increases UK scheme deficits in March, says Broadstone
Fully hedged schemes outperform half-hedged schemes for the first time since interest rates started to rise significantly last year
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NewsAlecta fires Magnus Billing, but says investments were within mandate
Losses on US niche banks have “seriously damaged confidence in Alecta’s asset management”, says Swedish pension giant’s board
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NewsSpanish pension funds mirror global market falls with 8.8% loss for 2022
Alternative, especially private markets, continue to grow in importance
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NewsDACH roundup: Austrian provident funds see boost in AUM
Plus: Lurse takes over HDI pension division; EthiFinance buys imug rating
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Opinion PiecesViewpoint: 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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NewsSweden 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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NewsEmergency 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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NewsDutch 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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NewsAsset owners target top management performance at AGMs
Decisions on ESG and executive pay are also top priorities
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NewsPension 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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NewsSwedish 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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NewsAlecta 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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NewsDenmark’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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NewsAUM 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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NewsESG 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 PiecesViewpoint: 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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NewsAustria 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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NewsDenmark’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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NewsSwiss canton changes technical aspects of pension plan
blpk has decided to increase its technical interest rate to 2.25%, from the previous 1.75%
