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Searching for: topic is "Investment - Performance"

Surveys listed in reverse order of publication date

Results 1-15 of 1275. Go to page: 1  2  3  4  ...  49  50  [pp51–85 omitted]
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A Mild November for Irish Pension Funds
A Mild November for Irish Pension Funds
Rubicon Investment Consulting
5 Dec 2018 Ireland Investment - General, Investment - Performance
According to Rubicon Investment Consulting's latest analysis, Irish pension funds saw returns of 0.8% on average during November, an improvement from the previous month's losses. The analysis shows that managed pension funds have gained just 0.9% on average so far this year.
311133097 Click here to view the full summary.  
 
Pensioners "in the dark" over how to protect their pots if markets tumble
Pensioners "in the dark" over how to protect their pots if markets tumble
Zurich
14 Nov 2018 United Kingdom Annuities and Income Drawdown, Investment - Performance, Pensioners & Retirement
Research by Zurich has found that while two thirds (64%) of retirees drawing down their pension are holding cash in reserve, fewer than one in ten (8%) would think to use it if there was a “significant” drop in the stock market.

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

941129253    
 
Halloween Horror for Irish Pension Funds
Halloween Horror for Irish Pension Funds
Rubicon Investment Consulting
5 Nov 2018 Ireland Investment - General, Investment - Performance
According to Rubicon Investment Consulting's latest analysis, Irish pension funds experienced their worst month since January 2016 in October, with an average loss of 4.2% over the month. The analysis shows that the losses made during October effectively eroded all of the gains made by the funds so far this year, leaving pension funds flat over 2018 thus far on average.

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B411283B3    
 
Whilst 74% of the top UK corporate pension funds recognise the potential impact of climate change, just 5% have a specific policy
Just 5% of top UK corporate pension funds have a specific climate change policy.
Pinsent Masons
5 Nov 2018 United Kingdom Investment - Ethical and SRI, Investment - General, Investment - Performance, Trustees
Research by Pinsent Masons has revealed that only 5% of the UK's top 43 corporate pension funds have a specific climate change policy as part of their investment strategy, while none have targets for decarbonisation or investment in low carbon, energy efficient or other sustainable assets. This is in spite of the fact that 74% of the funds recognise the potential impact of climate change within their investment strategy.

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C1112722D    
 
Dutch pension funds' policy funding ratio increased, but remains below index-linking threshold
Dutch pension funds' policy funding ratio increased, but remains below index-linking threshold
De Nederlandsche Bank (DNB)
30 Oct 2018 Netherlands Funding and Minimum Funding Requirement, Investment - Performance
According to De Nederlandsche Bank, during the third quarter of 2018 the policy funding ratio for Dutch pension funds increased by 0.6 percentage points to 109.0%, with almost all pension funds experiencing an improvement in their financial position.

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5C1126916    
 
A Dull September for Irish Pension Funds
A Dull September for Irish Pension Funds
Rubicon Investment Consulting
3 Oct 2018 Ireland Funding and Minimum Funding Requirement, Investment - Performance
According to Rubicon Investment Consulting's latest analysis, Irish pension funds saw returns of 0.5% on average during September. This was the third consecutive month of positive average returns for managed funds, meaning that over the third quarter as a whole they gained 3.2% on average, while the first nine months of 2018 have seen pension funds gain 4.5% on average.

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B311223B0    
 
Defined benefit plans reached its highest level since 2000 at the end of the third quarter of 2018
Mercer Pension Health Index
Mercer
1 Oct 2018 Canada Funding and Minimum Funding Requirement, Investment - General, Investment - Performance, Scheme Issues & Trends
Mercer has published the latest edition of its Pension Health Index, which looks at the solvency ratio of a hypothetical DB pension plan. On 28 September 2018, the Index stood at 112%, up from 107% on 29 June 2018 and 106% at the start of the year. The Index has also revealed that 60% of Canadian pension plans are now fully funded, and that less than 5% of plans are below 80% funded on a solvency basis.

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B51121792    
 
MQ5: Investment by insurance companies, pension funds and trusts: April to June 2018
MQ5: Investment by insurance companies, pension funds and trusts
Office for National Statistics (ONS)
20 Sep 2018 United Kingdom Funding and Minimum Funding Requirement, Investment - General, Investment - Performance
According to the latest figures from the ONS, in the second quarter of 2018 insurance companies, pension funds and trusts reported net disinvestment of £3bn. The statistical bulletin has also revealed that during Q2 2018 net investment by self-administered pension funds in UK corporate bonds was £4bn, the largest value recorded for such investments since the series began.

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1A1120361   Click here to contact the authors.
 
Nationwide survey reveals LGPS Funds’ high levels of confidence
Nationwide survey reveals LGPS Funds’ high levels of confidence
Hymans Robertson
18 Sep 2018 United Kingdom Accounting, Administration, Investment - Management, Investment - Performance, Local Government, Scheme Issues & Trends
Hymans Robertson has published the results of the first ever nationwide survey of Committee and Local Pension Board members of the Local Government Pension Schemes. The survey received input from over half of all LGPS funds and asked participants to rate their confidence levels across eight key knowledge areas, including pensions governance, investment performance and risk management and pensions accounting and audit standards. The participants identified investment performance and risk management and committee role and pensions legislation as the two areas of their work in which they had the greatest confidence, with 91% of respondents feeling "mostly or completely confident" in the latter.

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E01120126    
 
A Mixed August for Irish Pension Funds
A Mixed August for Irish Pension Funds
Rubicon Investment Consulting
6 Sep 2018 Ireland Funding and Minimum Funding Requirement, Investment - Performance
According to Rubicon Investment Consulting's latest analysis, Irish pension funds rose by an average of 0.6% during August. The research also found that Irish pension funds have gained an average of 4.0% across the first eight months of 2018, with returns for individual funds ranging from 1.3% to 6.2%.

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E4111771A   Click here to contact the authors.
 
DC investment strategies at least a decade behind sophistication of DB
DC investment strategies at least a decade behind sophistication of DB
Hymans Robertson
4 Sep 2018 United Kingdom Investment - General, Investment - Performance, Scheme Issues & Trends, Trustees
A survey conducted by Hymans Robertson has found that 42% of DC trustees believe that DC investment strategies lack the sophistication of those used by DB pension schemes. 40% of respondents said that they believe DC schemes will never catch up with DB schemes in terms of the sophistication of their investment strategies, while 50% thought that this would be possible but that it would take at least 10 years to achieve.

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

281116919   Click here to contact the authors.
 
Master Trust Default Fund Performance Review
Master Trust Default Fund Performance Review
Hymans Robertson
Sep 2018 United Kingdom Investment - General, Investment - Performance, Master Trusts, Scheme Issues & Trends
Hymans Robertson has published a report comparing the investment performance of the default funds used by the largest providers of master trusts. The report looks at performance across three separate stages of DC investing with differing investment requirements, which it terms the "growth phase", the "consolidation phase" and the "pre-retirement phase". According to the report's findings, the past year has seen low returns for master trust providers in their default funds, with a median return of just 1.5% for funds in the growth phase and 1.2% for funds in the consolidation phase. The research has also found that in relation to default funds in the growth phase, there is a difference in the returns received by the best and worst performing providers of 6% per annum over three years, which it estimates could mean a 10% difference in the value of those providers' members' DC pension pots. 

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

961120870   Click here to contact the authors.
 
Occupational pensions: Lump sum or annuity?
Occupational pensions: Lump sum or annuity?
Credit Suisse
21 Aug 2018 Switzerland Annuities and Income Drawdown, Countries - excl. European Union and US, Investment - Performance, Longevity, Occupations/Industry Sectors
Credit Suisse has published a study on occupational retirement provision in Switzerland. The research considers the various options available when withdrawing retirement assets whether as a lump sum or an annuity.

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

1811153D4    
 
How will Brexit affect your pension?
How will Brexit affect your pension?
AEGON
15 Aug 2018 United Kingdom Brexit, Investment - Performance
Research by Aegon has revealed that a high proportion of individuals are concerned about the impact of Brexit on their pensions, with 42% of respondents believing it will have a negative effect on the value of their retirement savings.

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C311143FD    
 
July - a Bright Month for Irish Pension Funds
July - a Bright Month for Irish Pension Funds
Rubicon Investment Consulting
6 Aug 2018 Ireland Funding and Minimum Funding Requirement, Investment - Performance
According to Rubicon Investment Consulting's latest analysis, Irish pension funds gained 2.1% on average during July. The report also revealed that over the last three years the average managed fund return has been 4.5% per annum, while the average return per year over the last five years has been 9.6%.

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 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

231114650   Click here to contact the authors.
 

Results 1-15 of 1275. Go to page: 1  2  3  4  ...  49  50  [pp51–85 omitted]
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