All Spezialfonds articles
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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
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NewsGerman pension funds pull out of Spezialfonds for first time
Spezialfonds recorded an outlfow worth €1.9bn from pension institutions in the first half of the year, an historic first
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NewsBASF Pensionskasse tweaks allocation, increasing bonds and private equity
The scheme made new investments in its three bond funds totalling €438m
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NewsDACH roundup: German pension schemes’ investments in Spezialfonds drop
Plus: European Commission green lights UBS-Credit Suisse merger
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NewsBaFin challenges German pension funds, asset managers with costs reporting
The supervisory authority is carrying out a one-off investigation on costs of IORPs in Germany
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NewsBaFin warns of further risks for Pensionskassen
Risks are perceived from investments in Spezialfonds and alternative investments, as well as in private equity and private debt funds
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NewsGermany roundup: Institutional investors return to German government bonds
Plus: Pension schemes up investments in Spezialfonds
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NewsBVI develops index for Spezialfonds to track funds’ share performance
The index showed that, because of larger allocations to bonds, the shares held in Spezialfonds by German investors are less volatile than equities
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NewsDACH roundup: German pension schemes’ assets in Spezialfonds shrink
Plus: Austrian fund industry hit by war in Ukraine; Swiss cabinet sets date for first pillar reform
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NewsBVK moves €83bn FoF assets to new Universal Investment management company
The assets moved to the new capital management company were held in a fund of funds managed as securities Spezialfonds
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NewsBaFin to survey IORPs on costs reporting
Listing information on sponsoring companies is likely to be a challenge
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NewsGermany roundup: BaFin clarifies EU disclosure regulation terminology
Plus: Net inflows of pension funds in Spezialfonds take a dip
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NewsGerman doctors’ scheme ÄVWL returns 18.1% with alternative Spezialfonds
Allocations in Spezialfonds amounted to around 68.8% of the scheme’s total assets
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NewsGerman Spezialfonds provide investor protection during war in Ukraine
In March Spezialfonds – which are limited exclusively to institutional investors – generated €6.4bn
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NewsGermany roundup: Pension schemes top net inflows in Spezialfonds
Plus: Metzler Pensionsfonds ups assets; Golding Capital Partners’ assets rise
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NewsGerman Spezialfonds draw record €131bn inflows
Private equity funds increased their assets almost tenfold over the past three years to reach a level of €24bn
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AnalysisAnalysis: German institutional investors still hesitant to invest in Asian equities
German institutional investors allocate around €624bn to equities, of which only €24bn (4%) to Japan, €4.9bn to China (0.77%) and €4.5bn to India (0.70%)
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NewsDACH roundup: German fund industry manages €1.77trn for pensions
Plus: Swiss AM association joins NZAMI; Geneva scheme takes first Swiss social bond; Munich court opens door to claims against Wirecard
