All Pension Fund Management articles
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White papersSwitching Gears for an Uphill Ride: Combining Capital Preservation, Return Potential and Liquidity for Official Institutions
In the second of our articles on working with Official Institutions, we ask whether portfolios can be built to withstand a profoundly changed outlook for the economy and investment returns without blowing through their risk constraints.
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White papers
A well-founded pension fund uptake in central clearing
Pension funds play an important role in the financial industry and the lives of European pensioners. Regulatory changes such as the mandatory clearing of over-the-counter financial instruments (OTC IRS) and the increase in capital requirements for banks pose major challenges for European pension funds.
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Podcast
The Accidental Plan Sponsor Podcast - S.2 EP.2: The Down Under Edition
Here’s what you need to know about Australia’s Retirement System: It’s really big. It’s government mandated. It’s privately run. It’s really sophisticated.
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White papers
Commercial Real Estate Debt – a not-so-little wonder?
There are few go-to investments in public markets today. About 20% of bonds globally are yielding negative rates; the MSCI World Index is trading on a P/E above 211 and the Buffett Indicator for the US is over 200%. Little wonder that more and more institutional investors are looking to private markets for better value.
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White papers
Energy Transition: Matching Liabilities and Capturing the Equity Premium
Energy transition infrastructure can match long-term liabilities, generate high yields and lift pension schemes’ sustainability profiles.
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Asset Manager News
Bouwinvest raises €836 million in capital, welcomes 10 new clients in 2021
Bouwinvest Real Estate Investors raised €836 million in capital in 2021 and welcomed 10 new clients, including pension fund Notariaat and Centramed.
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White papers
Pensions Investment Outlook: Challenges and Opportunities
There are several uncertainties in the economic and market outlook that are important for pension funds. The most significant of these revolves around interest rates and whether the global economy is strong enough to cope with further potential COVID-19 related disruptions.
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White papers
Global Equity: ESG In The Investment Process
Wealthy individuals across generations are interested in investing for environmental or social impact, but Millennials are by far the most active in evaluating and indeed, demanding these strategies.
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Research Report
Appraising home bias - Brazil
This paper examines the investment effects of home bias in the equity allocations of the Brazilian pension fund market:
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White papers
Amundi Pension Funds Letter n°11
In the wake of the Covid-19 pandemic, a lot of discussion has focused on the worsening of the retirement prospects of savers around the world. Indeed, exceptional policies, such as the possibility of raiding retirement pots in advance and the low interest rate environment supported by dovish monetary policies, could potentially have dramatic impacts on the availability of pensions in the long run.
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White papers
Amundi Pension Fund Letter N 10
Today, investors have a unique opportunity to observe the spreading of a real virus alongside the viral nature of financial markets and the real economy. As Nobel Prize-winning economist Robert Shiller points out in his book, “Narrative Economics: How Stories Go Viral and Drive Major Economic Events”, stories and images are created around new economic events1. In some cases, these stories are memories of the past and their spreading can have major implications regarding performances of economies and financial markets.
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White papers
When equity becomes debt: The untapped potential of amortising-lease real estate
Pension schemes seeking alternatives to bonds may find amortising leases a compelling option, writes Luke Layfield.
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White papers
Pensioenfunds Detailhandel: Aligning its equity investments with the UN Sustainable Development Goals
It’s a challenge faced by a growing number of pension funds: matching the values and concerns of their members with a rigorous, financially robust investment strategy. In this Q&A, Pensioenfunds Detailhandel’s, one of Netherlands largest pension funds with €28 billion in AUM, head of investments Henk Groot explains how the Dutch pension fund married the SDGs to its return objectives.
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White papers
Considerations for DC Pension Funds: Investing in Global Real Estate
In 2019 The Department for Work and Pensions (DWP), HM Treasury and the Financial Conduct Authority (FCA) consulted on Defined Contribution (DC) schemes reporting on their policy for investment into illiquid asset classes.
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White papers
Cash flow matching through a crisis
As defined benefit pension funds mature, their need for cash-generating investments only increases.
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White papers
The Covid-19 crisis: two sides of the same coin for pension funds
From a long-term investment perspective, the unprecedented global crisis caused by the Covid-19 pandemic brings along both challenges and opportunities, which constitute two sides of the same coin for institutional investors such as pension funds.
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White papers
Why pension funds should consider impact investing
Besides supporting pension funds in achieving their financial goals, impact investing helps them to meet the growing appetite for integrating sustainability into their portfolios.
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White papers
Defined Benefit pensions de-risking: A covenant and investment view
In the midst of the COVID-19 shock, Felix Mantz from Lincoln Pensions and Joachim Sudre from Aviva Investors explore how defined benefit pension schemes should plan their journey towards an end game and adopt a more holistic approach to risk.
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White papers
Webinar: Climate change challenge: How can the TCFD help pension schemes?
How can pension schemes start actively assessing, managing and reporting their exposure to climate change?
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White papers
Investment Update: Gold, an efficient hedge
The benefits of certain portfolio hedges came into clear focus during the 2008-2009 financial crisis and did so again during the subsequent European sovereign debt crisis, the 2018 December stock market pullback and the most recent COVID-19 pandemic.
