Investment

Article Abstract:

The Swiss pension fund market, with its total pension assets estimated at 350 million Swiss francs as of Sep. 1995, is one of the largest in Europe. The number of public and private pension boards which hire consultants to make asset liability studies and establish a cost-effective investment manager structure has been growing. Assets management, however, is generally managed internally. In 1995, a large pension fund reported huge losses caused by derivatives, prompting the drawing up of new regulatory guidelines which are to take effect in 1996.

Open-End Investment Funds, Investment Funds & Trusts, HOLDING AND OTHER INVESTMENT OFFICES, Switzerland, Insurance

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Pensions in upheaval - the state of play in the UK

Article Abstract:

Pension plans in the UK have been found to have different benefits packages, depending on the amount of aggregate contribution and sex and social status of the contributor. Occupational pensions are subject to certain tax reliefs as mandated by the UK government. But eligibility for these tax reliefs are also subject to extensive review which takes into account the contributions and years of service. High income earners, though capable of making larger contributions, are given a ceiling as to the amount of contributions they can make.

Analysis, Defined benefit plans

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Has fund management reached maturity?

Article Abstract:

Portugal's pension fund industry is showing signs that it is fast approaching a mature status. Techniques such as risk/reward analysis, asset/liability modelling and benchmarking are gaining popularity in the country's pension fund market. Also, fund sponsors are increasingly becoming interested with performance statistics to assess and compare the performance of their funds with other group of funds and specific benchmarks.

Portugal

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