Our Scans · (FS.3.01) Investment & Pension Funds · Weekly Summary

• UK's potential mandate for pension funds to buy government bonds could lead to zero value, highlighting risks of government intervention in retirement savings. Dollar Collapse
• The Reserve Bank of India has proposed new guidelines for investments by regulated entities in Alternative Investment Funds, aiming to mitigate potential risks and prevent overexposure. FinancialExpress
• Mortality improvements around the world are putting increasing pressure on governments, pension funds, life insurance companies and individuals to deal with the longevity risk they face. SpringerLink
• Foreign central banks and foreign financial institutions and pension funds and insurance companies and asset managers, they are not only going to be holding U.S. assets, U.S. stocks and U.S. bonds, they are investing in many other assets and diversifying their holdings. Investment Indicator
• Financial services firms specializing in wealth management and offshore structures rallied as investors anticipate increased demand for inheritance tax mitigation strategies following Labour's announced reforms to pension funds and death benefits. CTOL Digital Business and Technology News
• Financial services firms (eg insurers, banks, and pensions funds) should be excluded from establishing (and passing risk to) their own UK captives. Hfw
• Saudi Arabia's Vision 2030 aligns closely with the UAE's approach, emphasizing innovation, private sector growth, and global investment through sovereign wealth funds like the Public Investment Fund and Abu Dhabi Investment Authority. Journal of Public and International Affairs
• Saudi Arabia has announced that it will inject $500 billion for planning and construction of 3D printed buildings from the Public Investment Fund of Saudi Arabia and international investors. Ediciones EL PAIS S.L.
• The lower dividends for 2025 will cut revenues for the Kingdom of Saudi Arabia, which is the biggest shareholder of Aramco via a direct stake of almost 81.5% and an indirect interest via the sovereign wealth fund, the Public Investment Fund, which has 16% of Aramco. oilprice.com
• A number of pension funds in northern Europe are currently reviewing whether to pull their American mandates amid concerns that asset managers in the U.S. have turned their backs on climate risk. BNN Bloomberg
• Tax exemptions for Sovereign Wealth Funds and Pension Funds have been extended until 2030, encouraging investment in India's infrastructure. TaxGuru
• National and multilateral institutions could adapt the requirements for public funding vehicles - such as the European Investment Fund and European sovereign wealth funds - to allow a broader range of defence investments. McKinsey & Company
• Multifonds is a global provider of fund administration software, serving all asset classes across multiple jurisdictions and helping the world's leading fund administrators, asset managers, insurance companies, and pension funds achieve increased operational efficiency whilst reducing risk. IBS Intelligence
• Looking ahead to 2024, Global SWF expects assets for all state-owned investors - including sovereign wealth funds, central banks and pension funds - to surpass a previous peak in 2021 of $50.8 trillion in assets under management as they take account of the paper gains of the past year. The Daily Star
• Multifonds is a leading global provider of fund administration software, serving all asset classes across multiple jurisdictions and helping the world's leading fund administrators, asset managers, insurance companies and pension funds achieve increased operational efficiency, whilst reducing risk. Temenos
• Harmonizing the tax treatment of international and local investors in Indian Alternative Investment Funds will not only provide a fair playing field, but will also boost India's appeal as a competitive global capital destination. Economic Times
• New data from the Global Emerging Markets Risk Database enabled an investment fund focused on the SDGs and climate finance to attract $1 billion in financing, including from a major Dutch pension fund. U.S. Department of the Treasury
• Financial advisers, pension funds and other money managers - a pool of capital estimated to total $46.5 trillion by Boston Consulting Group - could be a significant source of demand for a spot bitcoin ETF. Reuters
• Investors must recognize that the USA closed-end equity fund is primarily allocating investment funds to the cyclical technology sector which exposes investors to considerable risks in case investor capital rotates into other sectors, for instance in case tech moves out of favour with investors. Seeking Alpha
• With AI, companies and countries could follow a similar model as Norway did with its oil revenue, where the wealth generated is invested through the Government Pension Fund Global. Forbes
• Money raised through funds targeted to institutional investors, including asset managers and pension funds, is expected to be about flat in 2024. financialpost

Last updated: 24 June 2025