To the Top

Rate of return, largest pension institutions
Variable overview
Year
Mandatory *
Quarter
Investment portfolio
Mandatory *
Pension institution
Mandatory *
Presentation
Mandatory *

Year

Mandatory *
Field for searching for a specific value in the list box. This is examples of values you can search for.2005 , 2006 , 2007 ,

Selected 1 of total 20

Quarter

Selected 0 of total 4

Optional variable

Investment portfolio

Mandatory *
Field for searching for a specific value in the list box. This is examples of values you can search for.Fixed-income , Loans , Bonds ,

Selected 0 of total 18

Pension institution

Mandatory *
Field for searching for a specific value in the list box. This is examples of values you can search for.Eläke-Fennia , Etera , Elo ,

Selected 0 of total 11

Presentation

Mandatory *

Selected 0 of total 2

Number of selected data cells are:
(maximum number allowed is 100,000)

Presentation on screen is limited to 1,000 rows and 30 columns

Number of selected cells exceeds the maximum allowed 100,000

Footnotes

1) Elo was born on 1 January 2014 with the merger of LocalTapiola Pension and Pension Fennia. In our database Pension Fennia data from 2005 to 2013 are shown as Elo.
Etera merged into Ilmarinen 1 January 2018.
2) Weighted averages over companies; the rate of return of a company in an asset class is weighted by the company’s average investment in that asset class at the previous year-end and at the end of latest quarter.
3) Pension insurance companies are under legal obligation to meet the requirements of solvency regulation. This is not the case for public sector pension providers (Keva, VER).
The Department of the Treasury has set allocation limits for VER.
NOTE: The return figures of the various asset classes are not completely comparable between pension insurers owing to changes cause, for instance, by currencies.