Returns – Page 7
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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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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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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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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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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
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NewsPension fund returns could suffer with climate change impact
Transition risks are expected to be dominant climate risk driver compared to physical risks during 2025–2030 for pension funds worldwide, says Ortec Finance
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NewsPension funds’ assets down by up to 21.5% in climate stress scenario
Losses from the climate transition alone are, however, unlikely to threaten EU financial stability, according to regulators
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NewsNorwegian pension funds upbeat on start-ups investment plan
Industry association also warns of current and potential regulatory conditions standing in the way of pension fund investment in entrepreneurs
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NewsATP’s returns leap in Q3 despite private equity write-downs
Danish pensions giant posts 9.7% gain on investment portfolio in January-September despite massive private equity wipeout
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Country ReportSpanish country report 2024: Pension funds eye a new rate environment
Buoyed by strong returns, pension funds have been lengthening the duration in their fixed-income portfolios
