25/04/2024 Retirement Key findings Optimal decumulation strategies A new decumulation strategy, the “Success Rate Optimiser”, sets out income needs in advance and uses a dynamic asset allocation approach.
26/03/2024 Retirement Pension Funds Letter 20 - Looking past short-term noise to t... Explore Pension Funds Letter 20's insights on looking past short-term noise to focus on long-term success in investing and responsible decisions.
14/12/2023 Retirement Pension plans embracing ESG demand new investment approach Pension plans are increasing the share of ESG investments in their portfolios, requiring a new approach from asset managers.
5/12/2023 Portfolio Allocation Optimal Decumulation Strategies for Retirement Solutions This paper focuses on the optimal decumulation strategies for retirement solutions in those countries with a defined-contribution plan.
29/11/2023 Retirement The next stage of ESG evolution in the pension landscape A juggernaut that’s losing momentum or just refiring its engine? This question on ESG investing has come to the fore due to a confluence of exceptional...
29/11/2023 Retirement Pension Funds Letter 19 - The twists and turns of responsibl... Inflation pressures may well have fallen as we near the end of 2023, but at times it can seem like they’re the only thing trending in the right direction.
19/07/2023 Retirement Pension Funds Letter 18 - The big reshuffle shaking up pensi... Every June, Amundi welcomes clients from around the world to its investment forum in Paris to discuss the new trends shaping investment.
6/04/2023 Retirement Pension Funds Letter 17 - Whatever may come next, take time ... In early March, a number of Amundi’s experts gathered in Paris to present their views to clients on some of the current concerns facing pension funds.
8/12/2022 Retirement Inflationary era demands new approach from pension plans Investors can no longer expect double-digit returns as inflation has roared back to life and central banks are tightening policy. A higher-for-longer...
1/12/2022 Retirement Pension Funds Letter 16 - Contemplating the unknowns, respon... Pension Funds face unprecedented challenges. This letter explores the impact of inflation, interest rates and climate change, offering insights into navigating...
1/12/2022 Retirement Pension funds: reorienting asset allocation in an inflation-... After a prolonged era of cheap money and double-digit returns, the sharp spike in inflation to its 40-year high in 2022 was a game changer.
5/10/2022 Retirement Amundi Pension Funds Letter - Special Edition: UK LDI Crisis Given the yield increases at the announcement of the UK accommodative mini-budget a week ago, pension schemes suffered a massive liquidity crisis related...
19/09/2022 Sustainable Finance Altruism or Self-Interest? ESG and Participation in Employee... We ask how the ESG performance of firms affects the asset allocation of a large sample of French employees between their employer’s stock and alternative...
25/07/2022 Portfolio Allocation Precautionary Liquidity and Retirement Saving There is a large debate on the optimal degree of savings’ liquidity in retirement systems.
20/07/2022 Retirement Pension Funds Letter 15 - Stage 2022: Cycling on As holidaymakers resume their familiar summer breaks and crowds return to the Champs-Elysées to cheer on the final stage of the 2022 Tour de France, elsewhere...