All Special Report articles – Page 16
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Special Report
From fixed weights to all-weather: rethinking the 60/30/10 portfolio
In the current environment of low interest rates, policy uncertainty, large dispersion of global growth outlooks and gyrating equity markets, asset allocation is one of the foremost considerations for investors. Fixed weight portfolios such as the 60/40 portfolio (ie, 60% equities and 40% fixed income) have been widely used – the main benefits being their conceptual simplicity, ease of implementation and, historically, the diversification benefits across equity and fixed income returns.
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Germany: Top-down transparency
The supervisor BaFin has clarified governance and risk-assesment rules for occupational pensions
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Special Report
France: PER rises as state reform remains uncertain
President Emmanuel Macron conditions pension reform relaunch on COVID recovery
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Spain: First phase of pension reform finally kicks off
Government and social partners agree on a package of measures after a decade of discussion
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EU sustainable finance: Pushing the green envelope
How the industry is reacting to the European Commission’s sustainability proposals – including green taxonomy extension, a social taxonomy and hard targets for asset management to decarbonise
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Iceland: Pension reform hits the doldrums
Major review brought to a halt by concerns about insufficient consultation and criticisms of some proposed changes
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Netherlands: What a difference a year can make
Dutch pension funds funding ratios have made dramatic recovery over the past 12 months
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Risk transfer: A story of pent-up demand
Next year’s transaction values could exceed 2019’s record as trustees’ attention turns to future longevity
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Ireland: Counting the cost of new rules
Ireland has finally transposed the European Union’s IORP II directive – but there is a long and potentially expensive path ahead to full implementation
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Sweden: Occupational pension company route gains popularity
Some pension providers and funds are opting to align with IORP II rules rather than the Solvency II-based regime
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Switzerland: Rule changes widen investment choices
New regulations may give pension funds the ability to allocate beyond current limits
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Norway: Moves to boost occupational pension payouts
Government proposals seek to strengthen right to pensions for all workers and maximise returns from schemes
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Portugal: Social security fund targeted as COVID bites
Many retirees continue to receive pensions below the poverty line as Portugal continues to turn grey
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Finland: Unified pensions blueprint awaits proposals
A tripartite working group is preparing recommendations on how to merge local government and private-sector pension systems
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Special Report
Austria: Reform in the out tray
The government has not followed through on promises made in its coalition agreement
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UK: Funding challenges amid continued market uncertainty
The UK’s pension regulator emphasises the need for schemes to focus on long-term planning, transparency and risk management
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Italy: Reform season lies ahead
Italian policymakers are discussing further changes to the pension system but are reluctant to address the fundamental problems
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Denmark: ATP gets green light to adjust risk-reward balance
New legislation clears the way for ATP to take on more investment risk
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Risk transfer: The accounting perspective
The effect on liabilities from an accounting point of view is an important factor when considering a buy-in or buyout
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Special Report
Belgium: Government sets universal access task
The Vivaldi coalition wants to increase second-pillar coverage and boost contributions