Returns – Page 5
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NewsAustria’s pension funds deliver 7.8% for 2024
Last year’s returns marked the best result in the last four years after 6.4% in 2023 and a significantly negative return of -9.7% in 2022
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NewsIceland’s pension funds post 6.5% real return in 2024
Almenni Pension Fund sees mixed outlook, with uncertainty around global impact of new US regime, while earthquakes in Iceland may blight domestic economy
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NewsAkademiker overhauls equity strategy behind new market-rate product
Danish labour-market pension scheme dials risk levels both up and down within range of AlfaPension profiles
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NewsInarcassa boosts domestic investments as 2024 returns exceed expectations
The scheme is increasing allocations in private markets and equities as it records returns of more than 7.6% in 2024
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NewsDAX-listed firms’ pension schemes see funding ratios reach new record of 83%
Pension assets of DAX companies increased last year by €6bn year-on-year to €264bn, while pension liabilities fell to €320bn last year, from €324bn in 2023
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NewsSwiss corporate schemes under stress while risk of persistent low interest rates returns
Corporate schemes’ assets went up by 1.5%, partially offsetting increasing liabilities, but funding ratios fell to 120.9% in December 2024, from 121.1% in September 2024
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NewsProfond’s returns climb to 9.4%, funding ratio to 110% in 2024
Board of trustees decides to apply interest rate of 8% on retirement savings
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NewsNordea, Danica, PBU lead Danish 2024 pension returns; home bias dents gains
Currency hedging knocked average 3.6 points off returns last year for 60/40 portfolio, according to consultant Nikolaj Holdt Mikkelsen
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NewsPensionDanmark to ramp up equities after 17% stocks gain in 2024
Danish pension fund to increase the equity proportion particularly for younger scheme members, and postpone risk reduction starting point by five years to age 50
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NewsSwiss pension funds see boost in returns, funding ratios in 2024
Consultancy PPCmetrics says schemes saw returns of 8.7% in 2024, while funding ratios reached a 115.5% level
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NewsPFA’s climate product beats standard pension with 19.6% return
Parts of the green sector hit by declining investment appetite in 2024, says CIO
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NewsItaly ties tax breaks on venture capital returns to share of allocated assets
Adepp, the Italian association of pension funds for professionals, has welcomed the changes to the competition law
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NewsATP disappointed as Better Energy restructures
Citing ‘perfect storm of negative market conditions’, Danish renewable-energy firm enters restructuring to rebuild capital base and stabilise the business
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NewsATP admits DKK2.3bn investment in Northvolt now worth almost zero
Danish statutory pensions giant’s CEO declines to rule out investing more in stricken battery Swedish firm
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NewsSwiss schemes apply high interest on savings as yields fall
It will be ‘very challenging’ for pension funds to generate the statutory minimum interest rate of 1.25%, says PPCmetrics
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NewsEnpam overturns deficit forecast with €826m profit on invested assets
The scheme will end the current year with a budget surplus of €484m, a result that overturns the previous outlook of a deficit amounting to €84m
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FeaturesInsurance-linked securities bank a stellar year for returns
Insurance-linked securities (ILS) may be complicated, but they are gaining an institutional following especially among pension and sovereign wealth funds, multi-asset investment firms and endowments.
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Country ReportDenmark: ATP boss stands by investment strategy in face of critics
Labour market fund CEO Martin Præstegaard: ‘Stick to current investment strategy but be open to change’
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FeaturesThe effect of behavioural biases on active investment portfolios
It has been become apparent in recent years that behavioural finance has important things to say about how investors make decisions.
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NewsUK judgement bars passive investors seeking compensation from Barclays
Norwegian pension fund KLP and Swedish pensions and insurance group Folksam are among the claimants fighting Barclays
