All Spezialfonds articles
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NewsWTW targets German small and medium-sized pension funds for buyout deals
Current disruptions in industries are prompting companies to rethink their structures, with offloading pension liabilities as part of the process
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NewsGermany’s sustainable funds shift gears to embrace defence stocks
BVI, the German Investment Funds Association, says that despite asset growth, new business for ESG funds remains challenging, particularly among private investors
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NewsGerman bank reshapes asset management division under new head
As part of the reorganisation, LBBW has appointed Karen Armenakyan as head of asset management
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NewsÄVWL boosts bond exposure, US dollar overweight amid shifting market dynamics
The pension fund for German doctors in Germany’s Westphalia-Lippe region has increased its allocation to directly held bonds by nearly €400m year-on-year
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NewsInflows to Spezialfonds stagnates as investors eye direct fixed income allocations
Spezialfonds also failed to record higher inflows year-on-year in 2024 from retirement benefit schemes
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NewsGerman Spezialfonds record worse capital inflows since 2008/09 financial crisis
Spezialfonds received net cash inflows of €1.7bn in July, but in August and September stood at almost the same amount, so ‘net new business’ came to only €45m
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AnalysisGerman occupational pension schemes gear up for 2025
Pensionsfonds continue to be one of the most preferred vehicles for companies to outsource direct pension promises
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NewsGerman ministry proposes law for Spezialfonds’ unlimited VC investments
An unlimited amount of investments would be allowed in commercial partnerships or in all types of other funds such as ELTIFs
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NewsInstitutional investors pull €15.7bn from mandates in H1, says BVI
However, investment funds received €28.3bn net in new money in the first half of 2024, according to the association
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NewsGerman scheme invests in VC arm of cooperative banking group
Government plans to channel institutional investors’ capital towards start-ups, as the number of venture capital deals sunk by 25% last year
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NewsSpezialfonds record ‘remarkably poor’ net inflows from German pension funds
Net inflows of pension institutions into Spezialfonds amounted to €525m in Q1 2024, and €674m for insurance companies
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NewsBVI asks for open-ended Spezialfonds in German version of AIFMD II Directive
BVI has received ‘positive signals’ from the Finance Ministry, which is ready to take up suggestions, says Peggy Steffen, BVI’s head of risk
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NewsGerman institutional investors boost corporate bonds allocation
Investments in government bonds fell from more than 36% to just over 30% of total allocations
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NewsPension funds’ net inflows in Spezialfonds collapse
Spezialfonds collected only €1.3bn net in 2023 from pension schemes, down €35bn year-on-year, Kommalpha says
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NewsPension fund investments in Spezialfonds spring to €716bn
BVI calls to reform third pillar pension system and change rules to boost funds’ investments in infrastructure
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NewsPension funds’ allocations to Spezialfonds remain ‘extremely weak’, says Kommalpha
Institutional investors only allocated €31bn net to Spezialfonds mandates at the end of the third quarter of 2023, down from €61bn in the same period last year
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NewsPension assets managed by German funds grow to €1.78trn
Pension investors have allocated €1.25trn of assets to open-ended Spezialfonds this year, according to BVI
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NewsGerman open-ended Spezialfonds see ‘significantly lower’ inflows, says BVI
Net inflows of open-ended Spezialfonds totalled €27.4bn at the end of Q3 2023, down from €51.71bn recorded in the same period last year
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NewsBaFin, Bundesbank tighten guidelines for banks’ investments in Spezialfonds
Credit institutions are expected to monitor individual positions in Spezialfonds exceeding certain thresholds
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NewsAPK Pensionskasse holds equity strategy, while eyeing private debt
APK plans to further develop its sustainable investment approach in the fourth quarter of this year





