Latest in Pension funds
In the latest AOX Trends Report video, editor Damian Fantato talks to APAC deputy editor Stefan Kostarelis about the ‘Your Future, Your Super’ performance test, how it has changed Australia’s pension funds and what the other countries considering similar processes should bear in mind.
All Pension funds articles
In the latest AOX Trends Report video, editor Damian Fantato talks to APAC deputy editor Stefan Kostarelis about the ‘Your Future, Your Super’ performance test, how it has changed Australia’s pension funds and what the other countries considering similar processes should bear in mind.
South Africa’s pension funds are required to invest more than half their assets in their domestic market, but over the past 10 years the number of listings on the Johannesburg Stock Exchange has fallen by half. How are they addressing this?
Discussions around performance fees "have moved forward significantly over the last 12 months" and are "much more acceptable" to large pension funds, according to Stephen Budge of LCP
A survey by Germany’s financial regulator Bafin found 21 insurance companies and pension schemes were affected by at least one transaction in the scandal which involved tax loopholes on dividend payments
Australia’s pension system has managed to weed out underperforming funds and consolidated its system around fewer, higher-performing MySuper products - but has it found itself stuck in a loop it can’t escape?
In the 12 years Diego Marrero spent has AFP Habitat Peru’s chief investment officer, it went from managing no money at all to being one of the country’s four biggest private pension fund managers
The Railways Pension Scheme has found itself with a bill of about $413mn for remediation work to its property portfolio due to fire safety issues which were first discovered in 2019. But the fund has finally come up with a solution
South Africa’s pension funds have increased investment in alternatives following legislation which took effect in 2023, but how are they going about doing so?
Marina Pasika, head of private markets at the $75bn Rest super fund, explains why her fund deliberately avoided traditional software managers when building out its private equity programme
In the latest AOX Trends Report video, editor Damian Fantato talks to Latin America reporter Marina Benitez about how pension funds in the region are changing, the specific factors which are driving them to invest in private markets, and how the Banco Master scandal is could affect what happens next
Self-driving car start-up Wayve has looked beyond the UK for its capital backing, underlining the limited depth of domestic late-stage funding
Following her landslide election victory earlier this year, Japan’s prime minister Sanae Takaichi views the $1.8tn Government Pension Investment Fund as a tool to get the country’s economy moving by investing domestically
Across the world, governments are gently encouraging their pension funds to invest in their domestic economies to stimulate growth - a phenomenon referred to as ‘pensions nationalism’. Why is this happening, is it necessarily a bad thing and what, if anything, can reverse it?
Many of Japan’s pension funds adopt the same, somewhat ideosyncratic, investment approach as the $1.9tn Government Pension Investment Fund. This yielded strong results last year, so should other asset owners take note?
Upwards of two-thirds of large DB pension schemes are pursuing run-on strategies, but the preference is to use surplus funds to enhance member benefits
Petra Hielkema, chair of the EU’s pensions regulator Eiopa, wants to address the fact that EU citizens collectively hold around $39tn in savings but around a third of this is sitting in bank deposits - and she hopes reforms to pan-European pension products will help
Regulatory settings have nudged some of Australia’s largest superannuation funds into similar listed portfolios, so differentiation now happens in unlisted assets, where disclosures ranged from detailed to silent.
Germany’s pension commission has recently recommended moving to a Swedish pension system, and the Finnish government has appointed an independent expert to explore doing the same thing
In the first ever AOX Trends Report video, editor Damian Fantato talks to UK reporter Georgina McNamara about the UK government’s push for greater pension consolidation and whether the drive for bigger pension funds is in conflict with its desire to see pension funds invest ever-greater sums of money in British private equity.
The Brazilian Central Bank shut down Banco Master in 2025 after months of liquidity stress, rule breaches and a federal fraud investigation. This has kicked off a chain reaction which is causing problems for some of Brazil’s pension funds
The government increased the limit on offshore investment from 30 per cent to 45 per cent in 2022. But South African pension funds have failed to take advantage, until now
The deadline for implementing reforms to the Italian pension system has arrived but many of the affected funds have yet to apply the new rules
Analysis by Eläketurvakeskus, the Finnish Centre for Pensions, has highlighted the cost-reward benefits of private equity at a time when governments across the globe push pension funds towards greater investment in the asset class.
Although providers within New Zealand’s NZ$140bn-plus KiwiSaver voluntary retirement scheme see little direct legal risk from a recent ruling against NZ Super, they say it underlines the need for a rigorous approach to sustainable investing.
The Dutch pension market is undergoing huge reforms, but it turns out the Dutch government and the European Commission are engaged in a “pre-infringement dialogue” after the latter suspected that the new Dutch pension rules infringed European law.
The Parliamentary Contribution Pension Fund, which has 869 members made up of current or former British MPs, has a significant exposure to sub-investment grade fixed income
Sweden’s minister for financial markets explains the reforms which his government is planning on pursuing to the way the country’s pension funds invest in illiquid assets
The UK’s second pensions commission has found that savers with similar outcomes can pay fees ranging from about 0.1 per cent to more than 0.5 per cent depending on their employer
Koepel Gepensioneerden, the largest advocacy group for senior citizens in the Netherlands, says the landmark pension reforms which kicked off this year still need work to avoid disadvantaging pensioners
Mads Gosvig, the chief officer of pensions investment management at Railpen wants to see the $46bn fund’s investment in infrastructure to go up from $1.3bn to $2.7bn over the next five years