Pension Funds Insider

Investment

Image for Local authority pension funds create 'investing for growth' initiative

Local authority pension funds create 'investing for growth' initiative

Five local authority pension funds are seeking expressions of interest from asset managers in a new investment initiative to deliver financial returns and create a positive economic impact.

24 May 2013

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Image for NAPF launches responsible investment guide

NAPF launches responsible investment guide

A new guide has been launched by the National Association of Pension Funds (NAPF) to encourage its members to invest responsibly by considering 'extra-financial factors'.

21 May 2013

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Image for DC schemes need better diversification

DC schemes need better diversification

Defined contribution (DC) members are receiving "inferior" investment services compared to defined benefit (DB) members through a more restricted access to asset classes, a report stated.

20 May 2013

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Image for Danish pension funds support PPPs for infrastructure projects

Danish pension funds support PPPs for infrastructure projects

Infrastructure projects in Denmark should be based on public-private partnerships (PPPs), a new report from Danish pension funds has revealed.

15 May 2013

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Image for PIP begins search for investment managers

PIP begins search for investment managers

The Pensions Infrastructure Platform (PIP) will soon begin its search for investment managers to look after some, or all, of the PIP's target £2bn assets.

07 May 2013

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Image for Pension funds need agile investment strategies, says Aon Hewitt

Pension funds need agile investment strategies, says Aon Hewitt

Pension funds need to remain agile in their investment strategies, Aon Hewitt has said.

30 April 2013

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Image for LGPS encouraged to invest in UK residential property

LGPS encouraged to invest in UK residential property

UK residential property should be included in local government pension schemes' (LGPS) multi-asset portfolios, said a residential property fund manager.

26 April 2013

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Image for Dairy Crest pays for scheme with cheese

Dairy Crest pays for scheme with cheese

Dairy Crest Group Pension Fund's liabilities have been backed by £60m worth of the company's maturing cheese, it has been revealed.

19 April 2013

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Image for UK DB schemes to reduce equities in 2013

UK DB schemes to reduce equities in 2013

Over one third of UK defined benefit (DB) schemes plan to reduce their exposure to domestic equities in 2013 and one third are looking to increase diversification into alternative assets, according to a new survey.

15 April 2013

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Image for Great rotation theory is misleading, says strategist

Great rotation theory is misleading, says strategist

The term 'great rotation', where institutional asset allocations are switched from bonds to equities, is misleading and there is little evidence to support it, said a strategist from Legal & General Investment Management (LGIM).

04 April 2013

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Image for Pension fund investment helps finance green infrastructure project

Pension fund investment helps finance green infrastructure project

Pension fund investment has helped to secure a transaction to fund what is expected to be one of the UK's largest NHS energy centres.

25 March 2013

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Image for Launch of new ethical target date fund range

Launch of new ethical target date fund range

Target date funds are now becoming part of the landscape, said AllianceBernstein at the launch of its new range of ethical target date funds for the UK defined contribution (DC) market.

22 March 2013

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Image for Infrastructure project secures 10th pension fund

Infrastructure project secures 10th pension fund

A new initiative to support pension funds investing in infrastructure has now secured ten funds as founding investors, and reached £1bn of investment capital.

18 February 2013

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Image for Norwegian Pension Fund makes first US real estate investment

Norwegian Pension Fund makes first US real estate investment

The Norwegian Pension Fund Global has made its first real estate investment in the US, buying almost 50% of five office properties owned by TIAA-CREF.

12 February 2013

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Image for More pension funds set to use ETFs

More pension funds set to use ETFs

New research from State Street Global Advisors (SSgA) reveals that nearly half of European pension funds and fund managers plan to increase allocation to exchange trading funds (ETFs) over the next five years.

29 January 2013

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Image for School shooting sparks US pension investment debate

School shooting sparks US pension investment debate

Several US pension funds are announcing that they are, or are considering, divesting from certain arms manufacturers, in light of the Connecticut school atrocities that occurred last month.

18 January 2013

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Image for Investment firm sets up 3.0 investment model

Investment firm sets up 3.0 investment model

A new asset management firm has been formed to proactively engage with the companies it invests in, a practice they have coined 'ownership investing'.

17 January 2013

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Image for Schemes adopt 'Keep Calm and Carry on' attitude

Schemes adopt 'Keep Calm and Carry on' attitude

The majority of pension schemes are not changing their strategy regarding funding triggers, even though their funding remains below the set level, an Aon Hewitt survey has revealed.

22 November 2012

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Image for LGPS might get more freedom to invest in infrastructure

LGPS might get more freedom to invest in infrastructure

The UK government is launching a consultation looking at the possibility of giving local authority pension schemes more freedom to invest in infrastructure. The move would pave the way for a possible £22bn cash injection into UK infrastructure projects.

06 November 2012

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Image for New report shows effects of DB scheme deficits on UK business investment

New report shows effects of DB scheme deficits on UK business investment

The high levels of defined benefit (DB) pension scheme deficits are hampering the ability of UK companies to invest in their business, according to new research published this week.

05 November 2012

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Image for QE impact on pension funds "exaggerated"

QE impact on pension funds "exaggerated"

The overall impact of quantitative easing (QE) on pension funds has been "exaggerated" according to consultancy firm Towers Watson.

02 November 2012

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Image for Trustees still believe in equities

Trustees still believe in equities

Trustees and pension fund executives, representing schemes with assets in excess of £90bn, voted overwhelmingly in favour of equities still playing a vital role in closed DB schemes at a recent Pension Investment Academy (PIA) debate held in London.

02 November 2012

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Image for Aon Hewitt acquires new pensions administration business

Aon Hewitt acquires new pensions administration business

Aon Hewitt announced the acquisition of Babcock International Group's Pensions Administration Office (PAO) in order to expand their pensions administration services into the public sector market.

25 October 2012

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Image for Pension Protection Fund "in good shape"

Pension Protection Fund "in good shape"

Despite difficult economic conditions, the Pension Protection Fund (PPF) says it remains in good shape to face future challenges and is confident that it can continue to look after its members' futures.

23 October 2012

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Image for NAPF and PPF name PIPs founding investors

NAPF and PPF name PIPs founding investors

The NAPF and PFF today announced the first schemes which have come on board as founding investors in the Pensions Infrastructure Platform (PIP).

18 October 2012

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Image for "UK pension schemes not fully de-risked until after 2040"

"UK pension schemes not fully de-risked until after 2040"

On current trends it will be around 2040 before UK private-sector defined benefit (DB) pension schemes can fully de-risk unless they consider alternative strategies, according to Towers Watson.

16 October 2012

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Image for Manchester council pension fund signs groundbreaking house building scheme

Manchester council pension fund signs groundbreaking house building scheme

The Greater Manchester Pension Fund has signed a deal with town hall chiefs that will see £25m of pension cash fund house building in a bid to revitalise the region's ailing housing market.

25 September 2012

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Image for UK pension schemes warned of "investment blind spot"

UK pension schemes warned of "investment blind spot"

Aon Hewitt's 2012 Delegated Investment survey shows governance issues are still affecting the investment approach of pension schemes.

10 September 2012

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Image for Pension funds remain under-invested in emerging markets, says L&G

Pension funds remain under-invested in emerging markets, says L&G

Legal & General Investment Management (LGIM) says long-term investors remain under-invested in emerging markets and do not use the opportunities at hand.

06 September 2012

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Image for Pension schemes drive inflation hedging levels to new record

Pension schemes drive inflation hedging levels to new record

The volume in inflation hedging transactions carried out for liability hedging purposes hit a new record high in the second quarter of this year, according to F&C's Liability Driven Investment (LDI) survey.

30 August 2012

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Image for Government infrastructure fund on track to launch early next year

Government infrastructure fund on track to launch early next year

The first multi-billion pound infrastructure fund in the UK to be funded by pension scheme investors seems to be on track to be launched early 2013 as the pensions industry has shown strong support for the plans.

26 July 2012

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Image for Pension schemes want infrastructure investment cap removed

Pension schemes want infrastructure investment cap removed

Local government pension schemes around the country are willing to invest in infrastructure as suggested by the government but say the current cap on such investments will have to be removed or changed before they are able to do so.

26 July 2012

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Image for Pension funds make Australian real estate project possible

Pension funds make Australian real estate project possible

The Canada Pension Plan Investment Board, the investment side of the Canadian state retirement plan (Canadian Pension Plan - CPP), has committed itself to making its largest real estate investment up to date with a CAD 1bn (£632m) investment in an Australian real estate project.

09 July 2012

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Image for Pension schemes' interest in LDI strategies grows

Pension schemes' interest in LDI strategies grows

A new study reports that the number of UK pension schemes that move away from investments in equities and more towards alternative and liability matching assets, is likely to increase "significantly" over the next three years.

25 June 2012

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Image for World's fourth largest pension scheme opens office in London

World's fourth largest pension scheme opens office in London

The fourth largest pension scheme in the world, the South Korean state pension fund (NPS) has opened a new office in London. The scheme holds assets worth $320bn according to the latest data held by Pension Funds Online. The move is designed to expand the scheme's international portfolio of assets.

25 June 2012

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Image for Korea's National Pension Fund to increase domestic stock exposure

Korea's National Pension Fund to increase domestic stock exposure

South Korea's National Pension Service (NPS), one of the world's largest pension schemes, plans to buy KRW 6.6tn (£3.6bn) in domestic equities next year.

22 June 2012

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Image for Pension schemes pull back from infrastructure

Pension schemes pull back from infrastructure

A leading publication for infrastructure finance and investment published its proprietary ranking of the 30 largest infrastructure investors by size this week, revealing the total figure for direct infrastructure investment by pension funds has decreased to $49.46bn this year from $53.9bn last year.

08 June 2012

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Image for BT Pension Scheme acquires a minority stake in Thames Water

BT Pension Scheme acquires a minority stake in Thames Water

The BT Pension Scheme has agreed to acquire a 13% stake in Thames Water through a shareholding in Kemble Water Holdings Limited in order to increase its exposure to domestic infrastructure investments that have a natural linkage to UK inflation.

08 June 2012

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Image for European pension funds move away from equities as Euro-zone crisis deepens

European pension funds move away from equities as Euro-zone crisis deepens

Pension fund allocations to equities are increasingly replaced with alternatives as European investors seek to cover themselves from the increasing volatility created by the Euro-zone crisis, Mercer's annual European Asset Allocation Survey says.

31 May 2012

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Image for Consolidate pension funds and take advantage of British infrastructure, says Canadian pensions boss

Consolidate pension funds and take advantage of British infrastructure, says Canadian pensions boss

The head of one of the world's largest pension funds, the Canadian Pension Plan Investment Board (CPPIB), called upon UK-based pension funds to consolidate in order to "build funds of sufficient scale and capability to become true long-horizon investors".

24 May 2012

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Image for Schemes explore de-risking strategies as DB membership falls sharply

Schemes explore de-risking strategies as DB membership falls sharply

A new industry report from Clear Path Analysis states that pension schemes are exploring de-risking strategies as DB membership falls sharply.

22 May 2012

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Image for Tesco to manage own pension scheme in bid to up returns

Tesco to manage own pension scheme in bid to up returns

Tesco, one of the world's largest retailers, says it will manage its own pension scheme - one of the largest final salary schemes in the UK - in order to maximise returns and become independent of consultants.

11 May 2012

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Image for PMI partners with Aberdeen Asset Management to extend advice on Emerging Markets

PMI partners with Aberdeen Asset Management to extend advice on Emerging Markets

The Pensions Management Institute (PMI) and Aberdeen Asset Management announced that they will join forces in an expert partnership in order to deliver high quality information and guidance to the industry about investing in emerging markets.

11 May 2012

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Image for Pension and  healthcare costs threaten US debt  calamity

Pension and healthcare costs threaten US debt calamity

Demographic challenges and poor economic prospects threaten to send the next US administration into posting uncontrollable deficit figures, according to Legal & General Investment Management.

26 April 2012

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Image for Asset manager APG to increase Asia property investments for ABP pension scheme

Asset manager APG to increase Asia property investments for ABP pension scheme

Dutch asset manager APG, which manages about €299bn for the Netherlands' civil servant pension scheme ABP, said it will increase investments in Asian properties to tap economic growth in the region, according to a report from Bloomberg.

24 April 2012

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Image for Ken Livingstone aims to call upon pension funds to build London's future

Ken Livingstone aims to call upon pension funds to build London's future

Ken Livingstone, candidate for the role of Mayor of London, said he would call upon pension funds to help fund infrastructure projects in the capital if he wins the elections on 3 May.

18 April 2012

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Image for Catastrophe bonds try to break new ground in pensions despite rift of opinion

Catastrophe bonds try to break new ground in pensions despite rift of opinion

Pension funds can reap rewards from record issuance of catastrophe bonds, claims a new Clear Path Analysis study.

17 April 2012

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Image for Local government pension schemes talk merging to cut costs and invest in infrastructure

Local government pension schemes talk merging to cut costs and invest in infrastructure

London's local authorities are in talks about combining their pension funds in order to cut administration costs and invest up to £2.5bn a year in infrastructure projects in the capital.

11 April 2012

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Image for DC pensions anger fuels tanker drivers' strike

DC pensions anger fuels tanker drivers' strike

Tanker drivers voting to strike are angry at their inability to move defined contribution (DC) pension pots with them to new employers.

29 March 2012

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Image for South Korean pension scheme to boost British infrastructure

South Korean pension scheme to boost British infrastructure

The government is expecting a boost for British infrastructure projects after the South Korean National Pension Service (NPS) has announced it is to set up office in the UK's capital.

27 March 2012

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Image for Comment: The pension infrastructure fund - three questions that need answering

Comment: The pension infrastructure fund - three questions that need answering

Last week's announcement of a new industry-backed infrastructure platform at a National Association of Pension Funds (NAPF) conference was made with some vital elements left unexplained.

21 March 2012

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Image for NAPF and PPF confirm creation of pension scheme infrastructure fund

NAPF and PPF confirm creation of pension scheme infrastructure fund

Alan Rubenstein, chairman of the Pension Protection Fund (PPF)  and Joanne Segars, chief executive of the National Association of Pension Funds (NAPF), have confirmed the launch of a new UK infrastructure platform for pension schemes.

08 March 2012

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Image for Salmond urges pension schemes to invest in Scotland 

Salmond urges pension schemes to invest in Scotland 

Scotland's £2.5bn of public infrastructure plans offer new opportunities for pension funds, MSP Alex Salmond said in a speech at the National Association of Pension Funds' (NAPF) Investment Conference in Edinburgh this afternoon.

07 March 2012

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Image for Struggling Swiss pension funds ticked off for short-term risk taking 

Struggling Swiss pension funds ticked off for short-term risk taking 

The Association of Swiss Pension Funds (ASIP) has complained that its member pension funds are acquiring too much short-term risk in a bid to avoid falling into deficit.

05 March 2012

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Image for Royal Mail, Sainsbury's pension funds named as victims of State   Street scandal

Royal Mail, Sainsbury's pension funds named as victims of State Street scandal

It has been reported that the Royal Mail pension fund and Sainsbury's pension scheme have both been given refunds from State Street after being double charged by their transition management service.

02 March 2012

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Image for Hedge funds back in the balance for pension fund trustees - Deutsche Bank

Hedge funds back in the balance for pension fund trustees - Deutsche Bank

A Deutsche Bank survey indicates that pension fund trustees are becoming increasingly sure of the merits of hedge fund investing, despite a disappointing year for the industry's returns.

01 March 2012

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Image for Ford injects $3.8bn into global pension scheme

Ford injects $3.8bn into global pension scheme

Ford Motor Co is injecting $3.8bn into its global pension plan this year and plans to increase its bond investments in an attempt to de-risk.

01 March 2012

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Image for Sir Stelios vs easyJet 'too close to call' as governance advisors divided

Sir Stelios vs easyJet 'too close to call' as governance advisors divided

Two independent corporate governance consultancies have advised pension funds to support easyJet founder Sir Stelios Haji-Ioannou's in his battle to vote down the company's remuneration report at Thursday's annual meeting.

22 February 2012

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Image for Investment Management industry is taking '£18.5bn' from pension schemes every year

Investment Management industry is taking '£18.5bn' from pension schemes every year

The investment managing industry is taking £18.5 billion out of the pensions and investment industry via 'hidden' charges, claims a damning report from wealth manager SCM Private's True and Fair campaign.

16 February 2012

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Image for Californian pension fund tells Facebook to diversify its board

Californian pension fund tells Facebook to diversify its board

The California State Teachers' Retirement System (CalSTRS) is challenging Facebook over the lack of women on the company's board of directors.

14 February 2012

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Image for Low gilt yields could 'hit pensions for decades'

Low gilt yields could 'hit pensions for decades'

The current era of low gilt yields could last for decades, leaving pension funds stuck with critical deficits, says the Pension Corporation.

07 February 2012

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Image for New signs that hedge funds still charm pension funds despite losses

New signs that hedge funds still charm pension funds despite losses

Two apparently contradictory items of news were released at the end of January – on the one hand it was reported that hedge funds' saw their second worst year ever and on the other we read that a new survey shows pension funds' are still eager to increase their hedge fund holdings.

03 February 2012

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Image for UK Local authority pension funds should give up investing in tobacco, report claims

UK Local authority pension funds should give up investing in tobacco, report claims

A new report by FairPensions and ASH (Action on Smoking and Health) has challenged the long held view that UK local authority pension funds can hold 'unethical' assets such as tobacco in order to fulfil a legal duty and  maximise investment returns

24 January 2012

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Image for Fourth largest fund to invest in yuan-denominated Chinese assets

Fourth largest fund to invest in yuan-denominated Chinese assets

South Korea's National Pension Service (NPS), the world's fourth largest pension fund, announced earlier this month that it will begin investing in yuan-denominated Chinese assets in order to diversify its portfolio.

20 January 2012

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Image for Irish pension funds perform poorly

Irish pension funds perform poorly

The Eurozone crisis cost Irish pension funds over €2bn during 2011, according to Mercer. The consultancy firm also predicted that with the current outlook managing risk will continue to be the most important focus for trustees in this year 

19 January 2012

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Image for Pension funds investing in hedge funds are "rich enough to know better" says Hedge Fund Mirage author

Pension funds investing in hedge funds are "rich enough to know better" says Hedge Fund Mirage author

The author of a controversial new book on hedge fund investing has warned UK pension funds that the real money in the asset class lies in fees for the industry rather than returns for clients 

18 January 2012

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Image for ABP blacklists Walmart and PetroChina

ABP blacklists Walmart and PetroChina

One of the world's largest pension schemes, ABP, has placed American supermarket Walmart and Chinese oil company PetroChina on a list of companies the scheme prohibits itself from investing in

05 January 2012

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Image for At least £25bn of pension money pulled from UK equities last year as 'race to bottom' gathers pace

At least £25bn of pension money pulled from UK equities last year as 'race to bottom' gathers pace

UK Private sector employers are dropping generous defined benefit (DB) pension schemes at an increasing rate, according to new research from the National Association of Pension Funds (NAPF). This domino effect has been replicated in the UK equity market, with at least £25bn having been pulled out of listed companies by DB pension funds over the last year

16 December 2011

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Image for Legal & General warns of deep recession

Legal & General warns of deep recession

Pension funds can expect some stormy months ahead with a possible recession both in Britain as well as in the Eurozone in the first six months of 2012, according to Legal and General Investment Management (LGIM)

16 December 2011

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Image for New York City pension fund plans to increase emerging market exposure

New York City pension fund plans to increase emerging market exposure

New York City fund looks to diversify; changes investment manager selection process

07 December 2011

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Image for Government's infrastructure investment plan called into question

Government's infrastructure investment plan called into question

The UK Government wants pension funds to make a massive direct injection into the UK economy through infrastucture investment. Will its plan take off?

06 December 2011

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Image for Strathclyde launches "Dragons' Den-style scheme" to help out SMEs

Strathclyde launches "Dragons' Den-style scheme" to help out SMEs

The Strathclyde pension fund is behind an innovative £100mn "Dragons' Den-style scheme" aimed at helping out Scottish entrepreneurs, according to reports from the Scottish Daily Record

05 December 2011

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Image for Dutch pension funds: in a strong position?

Dutch pension funds: in a strong position?

The chief investment officer at pensions administrator APG has claimed that Dutch pension funds are still on course to post strong investment returns 

02 December 2011

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Image for UK Government calls on pension funds to invest in infrastructure 

UK Government calls on pension funds to invest in infrastructure 

The UK's Chancellor of the Exchequer, George Osborne, has confirmed that the Government has indentified over 500 infrastructure projects it wants to see built over the next decade or so – and it wants UK pension funds to foot some of the bill

02 December 2011

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Image for DNB reveals extent of 2008 investment losses 

DNB reveals extent of 2008 investment losses 

DNB releases report that shows pain suffered by Dutch funds in 2008; reveals that investment returns down in Q3 2011

01 December 2011

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Image for Eurozone property at 'low point of cycle' says Invesco 

Eurozone property at 'low point of cycle' says Invesco 

The real estate investing arm of Invesco has said that pension funds can benefit from strong long-term return prospects in depressed Eurozone property markets such as Spain

22 November 2011

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Image for "Hedge funds are a tool, not an asset class" 

"Hedge funds are a tool, not an asset class" 

Pension funds must not make the mistake of seeing hedge funds as an asset class but should instead look at them as a tool to "diversify and protect against volatility", says Keith Guthrie, chief investment officer at consultancy Cardano.

14 November 2011

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Image for Risky emerging markets better than Europe 

Risky emerging markets better than Europe 

Riskier emerging market equity is still a better investment at the moment than European equities, says Timo Loyttyniemi, managing director of Valtion Elakerahasto (VER), the Finnish state pension scheme, when speaking to Pension Funds Insider this week.

11 November 2011

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Image for Swiss pension deficits up slightly in 2010, but figures show calm before storm

Swiss pension deficits up slightly in 2010, but figures show calm before storm

Swiss pension deficits rose only slightly in 2010 according to a comprehensive analysis from the Swiss National Statistics' Authority

11 November 2011

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Image for A new Danish pensions export 

A new Danish pensions export 

NOW: Pensions, the multi-employer trust backed by Danish pension scheme ATP today unveiled the details of its new product offering for the UK, proving that the country can export more than just bacon, lager and Lego.

02 November 2011

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Image for German pension schemes back Euro 

German pension schemes back Euro 

While their countrymen seem to be increasingly concerned at the cost of propping up the Eurozone, a new survey claims that German pension investors back the politicians who want to see the single currency kept together.

26 October 2011

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Image for JP Morgan: our consultants are now turning into clients 

JP Morgan: our consultants are now turning into clients 

At the annual NAPF conference in Manchester JP Morgan's managing director of worldwide securities services Benjie Fraser told Pension Funds Insider that the consultants the firm is working with are now turning into clients of the firm.

26 October 2011

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Image for Schemes 'risk damaging sponsor if they ignore ethical investing' 

Schemes 'risk damaging sponsor if they ignore ethical investing' 

Pension funds run the risk of inflicting 'reputational risk' on their sponsor companies if they fail to invest ethically, the head of the UK Sustainable Investment Foundation (UKSIF) has told Pension Funds Insider. At the same time a major group of active investors has called on governments to introduce decisive legislation to combat climate change.

26 October 2011

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Image for World's largest pension fund plots path into emerging markets

World's largest pension fund plots path into emerging markets

Japan's public pension fund, the world's largest scheme, will start investing in emerging market stocks by the end of the year, according to Bloomberg.

24 October 2011

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Image for Austrian pension funds turn to alternatives in crisis 

Austrian pension funds turn to alternatives in crisis 

Figures from the Austrian financial regulator indicate that the country's pension funds embraced alternative asset classes whilst suffering negative investment performance in the second quarter of 2011 

19 October 2011

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Image for Emerging market debt touted as refuge from crisis 

Emerging market debt touted as refuge from crisis 

Pension funds looking for reliable returns in a time of economic turbulence in Europe and North America should embrace emerging market debt, says the head of Rexiter asset management

19 October 2011

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Image for Government bond 'bubble' can bring pension funds back into equities  

Government bond 'bubble' can bring pension funds back into equities  

The trend of pension funds de-risking their portfolios should make them wary of contributing to a bubble in low-risk holdings, leading asset managers have claimed during a panel debate on the future of investment

19 October 2011

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Image for USS: "Current storm in markets may present opportunities" 

USS: "Current storm in markets may present opportunities" 

As global financial market volatility persists throughout August, one pension fund has claimed that it is in a position to look for buying opportunities in the near future, rather than worrying about what damage the equity sell-off and decreased UK government bond yields may have on its funding levels

19 October 2011

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Image for Strong Franc takes blame for stuttering Swiss pension funds 

Strong Franc takes blame for stuttering Swiss pension funds 

Swiss pension funds are averaging negative returns for the first half of 2011, claims the country's pension fund organisation ASIP

19 October 2011

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Image for Inflation hedging 'opportunity in crisis' 

Inflation hedging 'opportunity in crisis' 

Despite £100bn said to have been added to the country's pension deficits in the recent market downturn, there is a window of opportunity for inflation hedging, claims independent consultancy Redington

19 October 2011

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Image for Does ESG investing really pay?

Does ESG investing really pay?

Research from Allianz's RCM is the latest of several studies to suggest that incorporating environmental, social and governance (ESG) issues into equity investment can boost a pension fund's returns.  Pension Funds Insider explores whether the arena offers pension funds a chance to secure real long-term returns in a world of uncertainty and market turbulence

19 October 2011

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Image for Plunging markets give pension funds food for thought 

Plunging markets give pension funds food for thought 

While the National Association of Pension Funds (NAPF) has maintained that the focus for pension funds remains in seeking sound long-term investing rather than reacting to short-term market fluctuations, Phil Page of Cardano gave Pension Funds Insider a sombre warning for funds

19 October 2011

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Image for Dutch schemes do not have to bail out Greece 

Dutch schemes do not have to bail out Greece 

Pension schemes in the Netherlands will have to contribute virtually nothing when it comes to the Greek rescue plan, the Ministry of Finance have said last week in a statement

19 October 2011

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Image for Pension funds return to pre-crisis levels 

Pension funds return to pre-crisis levels 

Most rich countries' pension funds returned to their pre-crisis levels by the end of last year, a study by the Organisation for Economic Co-operation and Development (OECD) shows

19 October 2011

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Image for Irish investment managers face government fee probe 

Irish investment managers face government fee probe 

Irish investment managers face a government investigation into the fees they charge to pension funds, the Irish Independent has reported

19 October 2011

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Image for Stock crisis presents opportunity in real estate, say managers

Stock crisis presents opportunity in real estate, say managers

Real estate managers are claiming that recent stock market turbulence is making their asset class an attractive proposition for pension funds that are looking to diversify

19 October 2011

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Image for PGGM sends out investment warning, blames politicians 

PGGM sends out investment warning, blames politicians 

A slow and "unacceptable" reaction to the Euro zone crisis is hurting pension schemes' ability to function as long-term investors, says Jac Kragt, a board member at Dutch pension provider PGGM

19 October 2011

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Image for German pension schemes back Euro

German pension schemes back Euro

While their countrymen seem to be increasingly concerned at the cost of propping up the Eurozone, a new survey claims that German pension investors back the politicians who want to see the single currency kept together

18 October 2011

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Image for Passive investment in a risky world 

Passive investment in a risky world 

The debate of whether passive investing trumps active investing rumbles on, but the world in which it is waged changes. In an unspectacular market, savings on fees with cheaper passive mandates can make a difference to pension funds' bottom lines. But in today's volatile world, Pension Funds Insider asks if passive investing gives funds too much exposure to possible future financial fault lines

18 October 2011

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Image for NEST investment strategy 'already changing DC' 

NEST investment strategy 'already changing DC' 

The investment strategy of the government-backed National Employment Savings Trust (NEST) scheme is already inspiring major defined contribution (DC) providers in the UK to review their own plans, claims asset manager AllianceBernstein.

18 October 2011

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Image for Funds facing long wait to move assets 

Funds facing long wait to move assets 

Pension funds across the world are increasingly being exposed to "raw risk" in the sheer length of time it is taking to transition assets from one investment manager to another, claims an arm of BNY Mellon.

18 October 2011

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Image for Asset managers look for new ground to encourage real estate  comeback 

Asset managers look for new ground to encourage real estate comeback 

Sharing the pain of many homeowners as property values dropped in 2008 and 2009, pension funds with big exposures to real estate suffered. Yet while property markets are yet to fully recover, noises are being made about funds wanting to increase their real estate holdings, and asset managers are trying novel ways to provide attractive investments in the area

18 October 2011

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Image for Increase of Dutch hedge funds assets powered by pension funds 

Increase of Dutch hedge funds assets powered by pension funds 

The net assets of hedge funds based in the Netherlands increased dramatically from €2.9bn in the first quarter of 2009 to €13.3bn in the first quarter of 2011, according to the Dutch central bank (DNB).

17 October 2011

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Image for West Country pension index reaches out to small funds

West Country pension index reaches out to small funds

A Bristol-based consulting actuary firm is running the country's first regional pension funding index in the hope that it proves a more accurate gauge of deficits affecting small and medium pension funds, Pension Funds Insider has discovered.

17 October 2011

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Image for Swiss government's fee survey gives funds moment of relief but adds to  worries about alternative charges

Swiss government's fee survey gives funds moment of relief but adds to worries about alternative charges

A recent government-commissioned study of Swiss pension funds' asset management fees has been greeted by a large amount of debate at an important time for the industry. Pension Funds Insider gauges the reaction

13 October 2011

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Image for Half-price mandates agreed by bargain-hunting funds

Half-price mandates agreed by bargain-hunting funds

Pension funds that drive a hard bargain with asset managers can make savings of up to 50% in management fees, claims consultant bfinance.

13 October 2011

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Image for Africa; the new promised land? 

Africa; the new promised land? 

With talk of another chapter in the financial crisis unfolding, institutional investors are wise to explore their options, diversify and avoid a head-on 2008-style crash. Where can they go with their investments? Pension Funds Insider explores one relatively untouched option – Africa 

13 October 2011

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Image for Austrian fund loses €20 million to 'dubious' real estate investors

Austrian fund loses €20 million to 'dubious' real estate investors

The Austrian Federal Economic Chamber's pension scheme looks to be the biggest loser from the collapse of three funds of a real estate manager accused of misleading investors.

13 October 2011

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Image for ABP & PFZW - Dutch pension titans remain steady

ABP & PFZW - Dutch pension titans remain steady

ABP and PFZW, the two largest pension schemes in the Netherlands, presented their results yesterday for the second quarter of 2012. Both schemes showed positive, if not marginal, returns

12 October 2011

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Image for Huge investment returns for CalPERS and CAlSTRS

Huge investment returns for CalPERS and CAlSTRS

California's two largest public pension funds have reported returns of over 20% for the fiscal year 2010-2011

12 October 2011

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Image for Euro pension fund assets grow

Euro pension fund assets grow

Figures released by the European Central Bank (ECB) show that the combined value of pension funds in the Eurozone increased by €23bn to €1.413 trillion throughout the first quarter of 2011.

11 October 2011

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Image for Moving your equities out of the one basket

Moving your equities out of the one basket

Recently released figures confirm that the proportion of equities in UK pension funds' portfolios dropped dramatically in the first decade of the 21st century. Pension Funds Insider considers the fallout

11 October 2011

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Image for Divine intervention 

Divine intervention 

Should more institutional investors be making their voices heard and voting against 'excessive' bonus payments for top executives? The Church of England's Pensions Board, and its supporters, certainly think so 

11 October 2011

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Image for Making Sharia work

Making Sharia work

Earlier this week Pension Funds Insider spoke to Chris Gower, head of European consultant relations at HSBC, to find out more about Sharia compliant investing, its agreement with NEST and the Life Amanah Pension Fund

11 October 2011

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Image for Hedge funds - pot luck?

Hedge funds - pot luck?

Over the past couple of years hedge funds and institutional investors have not always seen eye to eye. Hedge fund managers have been perceived to be too reckless, too expensive, and not transparent enough. Pension Funds Insider investigates whether pension funds can rely on a change of attitude from managers

11 October 2011

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Image for FX fee worries spread to the UK 

FX fee worries spread to the UK 

Legal action against custodian banks charging unduly high foreign exchange transaction fees could already have been launched by as many as 50 pension funds worldwide, Pension Funds Insider understands. This has led to increasing numbers of funds in the UK checking their FX fee arrangements

11 October 2011

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Image for Dutch schemes flushing money away

Dutch schemes flushing money away

The Dutch Authority for Financial Markets (AFM) has claimed that pension schemes in the Netherlands pay three times the actual administration and investment costs that they report in their annual accounts, following the release of findings from a study into pension scheme costs on 12 April

10 October 2011

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Image for It's a small world

It's a small world

Investing in global small caps makes sense from a diversification and return point of view, if you can stomach the volatility

10 October 2011

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Image for ETF Investing: a new institution?

ETF Investing: a new institution?

Apart from liquidity, what else do Exchange Traded Funds (ETFs) offer pension schemes? A lot, argue providers - as long as they can get them accepted by some consultants

10 October 2011

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Image for Irish funds should buy crisis-hit government bonds, say official 

Irish funds should buy crisis-hit government bonds, say official 

Irish pension funds are being encouraged to buy 30-year government bonds to de-risk their liabilities, although due to the perilous state of the country's public finances, trustees appear reluctant to take up the offer

07 October 2011

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Image for Investing in clean growth 

Investing in clean growth 

With so many institutional investors pressing ahead with plans to pioneer sustainable investment strategies, are UK pension funds already a step ahead of regulators?

05 October 2011

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Image for Local government schemes won't stop investing in tobacco 

Local government schemes won't stop investing in tobacco 

Local government pension schemes in the UK have been heralded in the past as being good examples of Socially Responsible Investors. Yet many are making 'unethical' investments in tobacco firms. Pension Funds Insider reports on the widespread practice by local government schemes, which are under pressure to maximise returns

05 October 2011

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Image for Local real estate - a global trend?

Local real estate - a global trend?

In the past few months large pension funds in the Netherlands have been offloading their listed real estate and opting for a portfolio of unlisted property in real estate funds

05 October 2011

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Image for Swiss figures provoke fund uproar

Swiss figures provoke fund uproar

A leading Swiss newspaper has exposed concern amongst the national fund community that major banks might be distorting pension industry analysis to promote their own services

05 October 2011

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Image for UK pension funds climb on back of global recovery 

UK pension funds climb on back of global recovery 

UK pension returns are estimated to be recovering at around the same pace as a strong global pensions rebound, according to a report from TheCityUK. The financial lobbying group has estimated that global pension assets grew by 8% to $31.1 trillion in 2010 while UK funds averaged a real return of 7.6%

03 October 2011

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Image for Building a bridge to China

Building a bridge to China

In early February, Dutch pension provider PGGM, announced that it would invest up to 30 per cent of its infrastructure portfolio in emerging markets. The first stop is China. A sure bet then, or is there a catch?

03 October 2011

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Image for Asset managers look for new ground to encourage real estate  comeback 

Asset managers look for new ground to encourage real estate comeback 

Sharing the pain of many homeowners as property values dropped in 2008 and 2009, pension funds with big exposures to real estate suffered. Yet while property markets are yet to fully recover, noises are being made about funds wanting to increase their real estate holdings, and asset managers are trying novel ways to provide attractive investments in the area

21 September 2011

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Image for Local government tobacco investor list grows 

Local government tobacco investor list grows 

Over a month ago Pension Funds Insider reported that various UK local government schemes invest in the tobacco industry. This week the BBC has added yet another scheme to the list. Are the schemes set to face a backlash for their unethical investments?

21 September 2011

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