{"id":32859,"date":"2020-12-14T11:02:40","date_gmt":"2020-12-14T10:02:40","guid":{"rendered":"https:\/\/www.fma.gv.at\/fma-bericht-zum-3-quartal-der-oesterreichischen-pensionskassen-verwaltetes-vermoegen-steigt-auf-e-238-mrd-23-veranlagungsperformance-22\/"},"modified":"2020-12-14T12:05:22","modified_gmt":"2020-12-14T11:05:22","slug":"fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2","status":"publish","type":"post","link":"https:\/\/www.fma.gv.at\/en\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\/","title":{"rendered":"FMA Report for Q3 2020 on Austrian Pensionskassen: assets managed increases to \u20ac 23.8 billion (+2.3%), investment performance +2.2%"},"content":{"rendered":"

At the end of the 3rd Quarter of 2020, assets under management by Austrian Pensionskassen (pension companies) stood at € 23.8 billion. This corresponds to an increase of 2.3% compared to the preceding quarter, but is still around € 500 million below the all-time high at the end of 2019. Four fifths of the COVID-19-related decreases sustained due to the capital market turbulence as a result of the outbreak have therefore been recovered. The total number of beneficiaries rose by 0.4% in comparison with the previous quarter to 989,000 individuals. 11.8% (117,000) are already receiving a pension benefit. The investment performance calculated by the Oesterreichische Kontrollbank (OeKB) for the 3rd quarter was +2.2%; the investment performance for the first nine months of 2019 however was -2.5%. On average for the last three, five and ten years the performance stands at +1.7%, +3.1% and +3.6% respectively. These findings have emerged from the Report on the Austrian Pensionskassen for the third quarter of 2020, which was published today by the Austrian Financial Market Authority (FMA).
97.33% of the assets of the Pensionskassen are held indirectly via investment funds. Broken down into investment classes, debt securities have the largest share of the portfolio, amount to 40.73% of assets, followed by equities at 34.74%, while balances held at credit institutions stand at 6.38%. The remainder is in the form of real estate, loans and credits as well as other assets. After having taken currency hedge transactions into account, around 27.48% of the assets were invested in foreign currencies. The full quarterly report can be found (in German only) via this link<\/a>.<\/p>

Journalists may address further enquiries to:<\/h2>

Klaus Grubelnik (FMA Media Spokesperson)
+43\/(0)1\/24959-6006 or +43\/(0)676\/88 249 516<\/p>\n","protected":false},"excerpt":{"rendered":"

assets managed increases to \u20ac 23.8 billion (+2.3%), investment performance +2.2%<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[80],"tags":[],"class_list":["post-32859","post","type-post","status-publish","format-standard","hentry","category-press-release"],"yoast_head":"\nFMA Report for Q3 2020 on Austrian Pensionskassen: assets managed increases to \u20ac 23.8 billion (+2.3%), investment performance +2.2% - FMA \u00d6sterreich<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.fma.gv.at\/en\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"FMA Report for Q3 2020 on Austrian Pensionskassen: assets managed increases to \u20ac 23.8 billion (+2.3%), investment performance +2.2% - FMA \u00d6sterreich\" \/>\n<meta property=\"og:description\" content=\"assets managed increases to \u20ac 23.8 billion (+2.3%), investment performance +2.2%\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.fma.gv.at\/en\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\/\" \/>\n<meta property=\"og:site_name\" content=\"FMA \u00d6sterreich\" \/>\n<meta property=\"article:published_time\" content=\"2020-12-14T10:02:40+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-12-14T11:05:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.fma.gv.at\/wp-content\/uploads\/2017\/05\/FMA_FB_Logo.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"925\" \/>\n\t<meta property=\"og:image:height\" content=\"524\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Lucija Stjepanovic\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/www.fma.gv.at\/wp-content\/uploads\/2017\/06\/pressemitteilung_twitter-mini.jpg\" \/>\n<meta name=\"twitter:creator\" content=\"@FMA_AT\" \/>\n<meta name=\"twitter:site\" content=\"@FMA_AT\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Lucija Stjepanovic\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\\\/\"},\"author\":{\"name\":\"Lucija Stjepanovic\",\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/#\\\/schema\\\/person\\\/5c70db37d15a036781dd7cec261fad37\"},\"headline\":\"FMA Report for Q3 2020 on Austrian Pensionskassen: assets managed increases to \u20ac 23.8 billion (+2.3%), investment performance +2.2%\",\"datePublished\":\"2020-12-14T10:02:40+00:00\",\"dateModified\":\"2020-12-14T11:05:22+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\\\/\"},\"wordCount\":273,\"publisher\":{\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/#organization\"},\"articleSection\":[\"Press Release\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\\\/\",\"url\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\\\/\",\"name\":\"FMA Report for Q3 2020 on Austrian Pensionskassen: assets managed increases to \u20ac 23.8 billion (+2.3%), investment performance +2.2% - FMA \u00d6sterreich\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/#website\"},\"datePublished\":\"2020-12-14T10:02:40+00:00\",\"dateModified\":\"2020-12-14T11:05:22+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"FMA Report for Q3 2020 on Austrian Pensionskassen: assets managed increases to \u20ac 23.8 billion (+2.3%), investment performance +2.2%\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/#website\",\"url\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/\",\"name\":\"FMA \u00d6sterreich\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/#organization\",\"name\":\"FMA - Finanzmarktaufsicht\",\"url\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.fma.gv.at\\\/wp-content\\\/uploads\\\/2017\\\/05\\\/FMA_Logo_Twitter_400x400.png\",\"contentUrl\":\"https:\\\/\\\/www.fma.gv.at\\\/wp-content\\\/uploads\\\/2017\\\/05\\\/FMA_Logo_Twitter_400x400.png\",\"width\":400,\"height\":400,\"caption\":\"FMA - Finanzmarktaufsicht\"},\"image\":{\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/x.com\\\/FMA_AT\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.fma.gv.at\\\/en\\\/#\\\/schema\\\/person\\\/5c70db37d15a036781dd7cec261fad37\",\"name\":\"Lucija Stjepanovic\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f3afac01080c8fdce33dae914e9bb1e4528ded98324bfead9a2dcbff5101993c?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f3afac01080c8fdce33dae914e9bb1e4528ded98324bfead9a2dcbff5101993c?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f3afac01080c8fdce33dae914e9bb1e4528ded98324bfead9a2dcbff5101993c?s=96&d=mm&r=g\",\"caption\":\"Lucija Stjepanovic\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"FMA Report for Q3 2020 on Austrian Pensionskassen: assets managed increases to \u20ac 23.8 billion (+2.3%), investment performance +2.2% - FMA \u00d6sterreich","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.fma.gv.at\/en\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\/","og_locale":"en_US","og_type":"article","og_title":"FMA Report for Q3 2020 on Austrian Pensionskassen: assets managed increases to \u20ac 23.8 billion (+2.3%), investment performance +2.2% - FMA \u00d6sterreich","og_description":"assets managed increases to \u20ac 23.8 billion (+2.3%), investment performance +2.2%","og_url":"https:\/\/www.fma.gv.at\/en\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\/","og_site_name":"FMA \u00d6sterreich","article_published_time":"2020-12-14T10:02:40+00:00","article_modified_time":"2020-12-14T11:05:22+00:00","og_image":[{"width":925,"height":524,"url":"https:\/\/www.fma.gv.at\/wp-content\/uploads\/2017\/05\/FMA_FB_Logo.jpg","type":"image\/jpeg"}],"author":"Lucija Stjepanovic","twitter_card":"summary_large_image","twitter_image":"https:\/\/www.fma.gv.at\/wp-content\/uploads\/2017\/06\/pressemitteilung_twitter-mini.jpg","twitter_creator":"@FMA_AT","twitter_site":"@FMA_AT","twitter_misc":{"Written by":"Lucija Stjepanovic","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.fma.gv.at\/en\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\/#article","isPartOf":{"@id":"https:\/\/www.fma.gv.at\/en\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\/"},"author":{"name":"Lucija Stjepanovic","@id":"https:\/\/www.fma.gv.at\/en\/#\/schema\/person\/5c70db37d15a036781dd7cec261fad37"},"headline":"FMA Report for Q3 2020 on Austrian Pensionskassen: assets managed increases to \u20ac 23.8 billion (+2.3%), investment performance +2.2%","datePublished":"2020-12-14T10:02:40+00:00","dateModified":"2020-12-14T11:05:22+00:00","mainEntityOfPage":{"@id":"https:\/\/www.fma.gv.at\/en\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\/"},"wordCount":273,"publisher":{"@id":"https:\/\/www.fma.gv.at\/en\/#organization"},"articleSection":["Press Release"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.fma.gv.at\/en\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\/","url":"https:\/\/www.fma.gv.at\/en\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\/","name":"FMA Report for Q3 2020 on Austrian Pensionskassen: assets managed increases to \u20ac 23.8 billion (+2.3%), investment performance +2.2% - FMA \u00d6sterreich","isPartOf":{"@id":"https:\/\/www.fma.gv.at\/en\/#website"},"datePublished":"2020-12-14T10:02:40+00:00","dateModified":"2020-12-14T11:05:22+00:00","breadcrumb":{"@id":"https:\/\/www.fma.gv.at\/en\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.fma.gv.at\/en\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.fma.gv.at\/en\/fma-report-for-q3-2020-on-austrian-pensionskassen-assets-managed-increases-to-e-23-8-billion-2-3-investment-performance-2-2\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.fma.gv.at\/en\/"},{"@type":"ListItem","position":2,"name":"FMA Report for Q3 2020 on Austrian Pensionskassen: assets managed increases to \u20ac 23.8 billion (+2.3%), investment performance +2.2%"}]},{"@type":"WebSite","@id":"https:\/\/www.fma.gv.at\/en\/#website","url":"https:\/\/www.fma.gv.at\/en\/","name":"FMA \u00d6sterreich","description":"","publisher":{"@id":"https:\/\/www.fma.gv.at\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.fma.gv.at\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.fma.gv.at\/en\/#organization","name":"FMA - Finanzmarktaufsicht","url":"https:\/\/www.fma.gv.at\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.fma.gv.at\/en\/#\/schema\/logo\/image\/","url":"https:\/\/www.fma.gv.at\/wp-content\/uploads\/2017\/05\/FMA_Logo_Twitter_400x400.png","contentUrl":"https:\/\/www.fma.gv.at\/wp-content\/uploads\/2017\/05\/FMA_Logo_Twitter_400x400.png","width":400,"height":400,"caption":"FMA - Finanzmarktaufsicht"},"image":{"@id":"https:\/\/www.fma.gv.at\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/FMA_AT"]},{"@type":"Person","@id":"https:\/\/www.fma.gv.at\/en\/#\/schema\/person\/5c70db37d15a036781dd7cec261fad37","name":"Lucija Stjepanovic","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/f3afac01080c8fdce33dae914e9bb1e4528ded98324bfead9a2dcbff5101993c?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/f3afac01080c8fdce33dae914e9bb1e4528ded98324bfead9a2dcbff5101993c?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/f3afac01080c8fdce33dae914e9bb1e4528ded98324bfead9a2dcbff5101993c?s=96&d=mm&r=g","caption":"Lucija Stjepanovic"}}]}},"toolset-meta":[],"publishpress_future_action":{"enabled":false,"date":"2026-06-30 21:18:38","action":"delete","newStatus":"draft","terms":[],"taxonomy":"category","extraData":[]},"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"_links":{"self":[{"href":"https:\/\/www.fma.gv.at\/en\/wp-json\/wp\/v2\/posts\/32859","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fma.gv.at\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fma.gv.at\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fma.gv.at\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fma.gv.at\/en\/wp-json\/wp\/v2\/comments?post=32859"}],"version-history":[{"count":2,"href":"https:\/\/www.fma.gv.at\/en\/wp-json\/wp\/v2\/posts\/32859\/revisions"}],"predecessor-version":[{"id":32862,"href":"https:\/\/www.fma.gv.at\/en\/wp-json\/wp\/v2\/posts\/32859\/revisions\/32862"}],"wp:attachment":[{"href":"https:\/\/www.fma.gv.at\/en\/wp-json\/wp\/v2\/media?parent=32859"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fma.gv.at\/en\/wp-json\/wp\/v2\/categories?post=32859"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fma.gv.at\/en\/wp-json\/wp\/v2\/tags?post=32859"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}