New Zealand pension funds were the best performing in the OECD last year, with an average of 10.3 per cent, followed by Chile, Finland, Canada and Poland, with 2.7 per cent the average across all countries. 
According to the Pension Markets In Focus report by the financial affairs division of the OECD, most countries are back above the asset levels of 2007, with the exception of Belgium, Ireland, Japan, Portugal, Spain and the US. Bonds remain the dominant asset class with most countries allocating 50 per cent to this asset class. The US, Australia, Finland and Chile, however, have significant allocations to equities. Within OECD countries, the report finds that the US has the largest pension fund market in absolute terms with assets worth $10.6 trillion. In relative terms the US’s share of OECD pension assets shrank from 67 to 55 per cent. The next biggest markets are the UK (10 per cent), Japan (7 per cent), the Netherlands (6 per cent), Australia (6 per cent) and Canada (5 per cent).
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Bonds buoy funds globally
Bonds, OECD, pension fund performance
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Photo gallery: FIS 2026 at Raffles Singapore
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KIC partners with Australian, Malaysian sovereign peers
South Korea’s sovereign wealth fund (SWF), the $25 billion Korea Investment Corporation (KIC), has signed cooperation agreements with Queensland Investment Corporation (QIC) and Malaysia’s Khazanah Nasional Berhad to share resources and pursue investments with the government-owned entities. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
FRR completes review, reduces equities
France’s pension reserve fund, the €28.9 billion ($40.6 billion) Fonds De Reserve Pour Les Retraites, has completed a strategic asset allocation review that began last January, resulting in a dramatic reduction in equities. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
CalPERS limits derivatives use
In line with its recently-approved leverage policy, the $181 billion fund for Californian public employees, CalPERS, has reviewed its derivatives policy for global equities, with notional leverage constrained to a new limit of 10 per cent of the value of the global equities portfolio. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The marginal investor: thoughts from the edge
Getting past past performance In his top1000funds.com blog on outlying investment issues, Jack Gray Adjunct Professor of Finance at the Paul Woolley Centre for Capital Markets Dysfunctionality at the University of Technology, Sydney, contemplates the allure of past performance. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
CFA members vote on short selling rules
As the Securities and Exchange Commission (SEC) ponders various alternative rules on an appropriate limit on short selling in distressed markets, a survey of members by the CFA Institute Centre for Financial Market Integrity shows the least preferred method is a ban on short selling in a particular security for the remainder of the day
ESG progress for large funds: USS
The £23 billion ($37.7 billion) Universities Superannuation Scheme is the UK’s second largest pension fund and a signatory to the UN’s Principles for Responsible Investment. Kristen Paech talks to the fund’s co-head of responsible investment, David Russell, about the role institutional investors are playing in effecting environmental, social and governance change. mrec4inarticleinline Sponsored Content scnative1
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