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Searching for: country is "Portugal"

Surveys listed in reverse order of publication date

Results 1-15 of 21. Go to page: 1  2  
Jump to : Sep 2004  Aug 2004  Jun 2004  May 2004  Apr 2004  Mar 2004  Feb 2004  Dec 2003  Nov 2003  Oct 2003  Jul 2003  Apr 2003  Feb 2003  Dec 2002

SEMP August 2004
Investment performance of Portuguese Pension Funds
Watson Wyatt
Sep 2004 Portugal Investment - Performance

The compounding of SEMP's average asset allocation as at the end of June 2004 with the corresponding indices' monthly returns produced an expected average return of +0.5% (month on month) for Portuguese pension funds. Main positive contributions came from fixed income (35% of total portfolio).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

3225585B   Click here to contact the authors.
 
SEMP 2004 Q2
Investment performance of Portuguese Pension Funds
Watson Wyatt
Aug 2004 Portugal Investment - Performance
During the quarter, the median return was 0.2% whereas the weighted average return attained 0.7%. This latter result confirms previous findings that larger funds have been, on average, outperforming smaller funds.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E5252645   Click here to contact the authors.
 
SEMP July 2004
Investment performance of Portuguese Pension Funds
Watson Wyatt
Aug 2004 Portugal Investment - Performance

The compounding of SEMP's average asset allocation as at the end of March 2004 with the corresponding indices' monthly returns produced an expected average return of -0.5% (month on month) for Portuguese pension funds. Main positive contributions came from European fixed income (33% of total portfolio).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A324964E   Click here to contact the authors.
 
SEMP June 2004
Investment performance of Portuguese Pension Funds
Watson Wyatt
Jun 2004 Portugal Investment - Performance

The compounding of SEMP's average asset allocation as at the end of March 2004 with the corresponding indices' monthly returns produced an expected average return of +0.9% (month on month) for Portuguese pension funds. Main positive contributions came from the overall equity exposure (30% of total portfolio).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7B24332D   Click here to contact the authors.
 
SEMP May 2004
Investment performance of Portuguese Pension Funds
Watson Wyatt
Jun 2004 Portugal Investment - Performance

The compounding of SEMP's average asset allocation as at the end of March 2004 with the corresponding indices' monthly returns produced an expected average return of -0.7% (month on month) for Portuguese pension funds. In a negative month for both equities and fixed income, the only positive contributions came from floating rate, money market, real estate and funds of hedge funds' exposure (36% of total portfolio).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

FD2370C9   Click here to contact the authors.
 
Portuguese Index
Real estate investment returns
Investment Property Databank (IPD)
May 2004 Portugal Investment - Property
Returns from the Imométrica/IPD Portuguese property Index declined for the second successive year in 2003, falling from 13.3% in 2002 to 9.5% in 2003. This dip in property returns, combined with the global upturn in equity markets, meant that property was the middle-performing asset in Portugal in 2003. After a poor year in 2002, equities rallied to achieve an annual return of 13.5% in 2003, while bonds saw returns halve to 4.4% in 2003. Over four years, property returns, at 11.9% per year, head those on bonds and equities, at 6.9% and -13.9% per year respectively.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

402313D2   Click here to contact the authors.
 
SEMP April 2004
Investment performance of Portuguese Pension Funds
Watson Wyatt
May 2004 Portugal Investment - Performance

The compounding of SEMP's average asset allocation as at the end of December 2003 with the corresponding indices' monthly returns produced an expected average return of +0.2% (month on month) for Portuguese pension funds. The main positive contribution came from equity exposure (29% of total portfolio).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B0226882   Click here to contact the authors.
 
SEMP March 2004
Investment performance of Portuguese Pension Funds
Watson Wyatt
Apr 2004 Portugal Investment - Performance

The compounding of SEMP's average asset allocation as at the end of December 2003 with the corresponding indices' monthly returns produced an expected average return of +0.1% (month on month) for Portuguese pension funds. Main positive contributions came from fixed interest and international equities, given the Euro's reduced strength throughout the month (30% of total portfolio).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8C219338   Click here to contact the authors.
 
SEMP 4th Quarter, 2003
Investment performance of Portuguese Pension Funds
Watson Wyatt
Mar 2004 Portugal Investment - Performance

Pension funds attained a median return of 2.2% during the quarter, resulting in a return of 7.4% for the year. Pension funds attained a weighted average return of 2.8% during the quarter. In the last 12 months the weighted average return was 8.3%

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

17214711   Click here to contact the authors.
 
SEMP February, 2004
Investment performance of Portuguese Pension Funds
Watson Wyatt
Mar 2004 Portugal Investment - Performance

The compounding of the researcher's preliminary average asset allocation as at the end of December 2003 (81% sample) with the corresponding indices' monthly returns produced an expected average return of +2.3% (month on month) for Portuguese pension funds. Main positive contribution came from Portuguese equities (18% of total portfolio).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

3D209299   Click here to contact the authors.
 
SEMP January, 2004
Investment performance of Portuguese Pension Funds
Watson Wyatt
Feb 2004 Portugal Investment - Performance

The compounding of SEMP's closing average asset allocation as at the end of September with the corresponding indices' monthly returns produced an expected average return of +1.3% (month on month) for Portuguese pension funds. Main positive contributions came from equities, regardless of geographic focus and/or currency (approximately 26% of total portfolio).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8E2031E5   Click here to contact the authors.
 
SEMP December, 2003
Investment performance of Portuguese Pension Funds
Watson Wyatt
Dec 2003 Portugal Investment - Performance

The compounding of SEMP's closing average asset allocation as at the end of September with the corresponding indices' monthly returns produced an expected average return of +1.1% (month on month) for Portuguese pension funds. Main positive contributions came from Euro equities and Euro fixed income (approximately 57% of the total portfolio).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

14196295   Click here to contact the authors.
 
SEMP November, 2003
Investment performance of Portuguese Pension Funds
Watson Wyatt
Dec 2003 Portugal Investment - Performance

The compounding of SEMP's closing average asset allocation as at the end of September with the corresponding indices' monthly returns produced an expected average return of +0.7% (month on month) for Portuguese pension funds. Main positive contributions came from European equities' exposure (including Portugal, close to 21% of the total portfolio).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

251910F1   Click here to contact the authors.
 
SEMP October, 2003
Investment performance of Portuguese Pension Funds
Watson Wyatt
Nov 2003 Portugal Investment - Performance

The compounding of SEMP's closing average asset allocation as at the end of June with the corresponding indices' monthly returns produced an expected average return of +0.8% (month on month) for Portuguese pension funds. The main positive contribution came from the overall equity exposure (close to 26% of the total portfolio).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Nov 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

971816B3   Click here to contact the authors.
 
SEMP September, 2003
Investment performance of Portuguese Pension Funds
Watson Wyatt
Oct 2003 Portugal Investment - Performance

The compounding of the official average asset allocation as at end of June with the corresponding indices' monthly returns produced an expected average return of +0.4% (mom) for Portuguese pensions funds. The main positive contributions came from fixed rate bonds and Portuguese equities (close to 50% of the total portfolio).

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

35172555   Click here to contact the authors.
 

Results 1-15 of 21. Go to page: 1  2  
Jump to : Sep 2004  Aug 2004  Jun 2004  May 2004  Apr 2004  Mar 2004  Feb 2004  Dec 2003  Nov 2003  Oct 2003  Jul 2003  Apr 2003  Feb 2003  Dec 2002