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Alternative Market Briefing

Study: Pension funds invest worldwide, but some markets are more favored than others

Thursday, September 17, 2015

Bailey McCann, Opalesque New York:

Pension funds around the world are increasingly looking beyond their borders to address their investment needs, according to the Association of the Luxembourg Fund Industry (ALFI) which today released its global pension fund report, "Beyond their borders: evolution of foreign investment by pension funds," produced by PwC Luxembourg.

The report - found that South America’s pension funds showed the highest growth rate globally, with assets soaring from USD 184bn in 2008 to USD 528bn in 2014, a 19.2% compound annual growth rate (CAGR).

In terms of investing overseas, foreign investment for the pension funds of the majority of OECD countries (excluding the US) accounted for about 25% on average of their total pension investments in 2008, but jumped to almost 31% in 2014.

On a regional basis, North America’s pension funds represented the largest assets at a global level, having reached USD 27.21tn in 2014, up from USD 15.8tn in 2008.

In South America, the hot spots were Chile and Peru, with Chile allocating 44% of total assets to foreign markets in 2014 and Peru investing 41% for the same period. Brazil, in contrast, invested less than 1% in foreign markets in 2014 due to stringent regulatory barriers which are beginning to soften.

The alternative asset class has shown a strong increase from 2008 to 2014 with the total amount allocated to alternatives jumping from USD 4.4tn in 2008 to USD 9.7tn in 2014, a 117% increase.......................

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