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HomeStudy on the drivers of investments in equity by insurers and pension funds
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European insurance companies and pension funds (ICPFs) are significant institutional investors within the EU and globally, whose investment decisions affect their own performance, as well as rest of the economy. This study focuses on the potential drivers of equity investments by ICPFs from the EU Member States over the last two decades. The analyses in this study use a combination of different research methods, such as a literature review to identify a preliminary list of drivers of equity investments. The results of the literature review are then tested through econometric analyses, interviews with ICPFs, and a theoretical model. Finally, a triangulation method is applied, (1) to adequately account for several events from the last two decades that potentially impacted the investments in equity in the EU, and (2) because a dataset for equity investments, that would disentangle these drivers, is not readily available. Market conditions along with the prudential and accounting framework are identified as the major driving forces for investments in equity. The analysis also shows that insurance product characteristics play a central role, especially when the market risk related to equity investments is shared between insurers and customers, who are both looking for an optimal risk/return. Factsheets can be consulted here: https://ec.europa.eu/info/publications/191216-insurers-pension-funds-investments-in-equity_en
- Publicat(ă) la:
- Teme: Bănci, asigurări
- Subiecte: acționariat , asigurare , asigurare de viață , fond de pensii , investiții , libertatea de a oferi servicii , societate de asigurări , solvabilitate financiară , țări ale UE
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| ISSN | ISBN 978-92-79-85884-0 | DOI 10.2874/519747 | Număr de catalog EV-02-18-730-EN-N |
- Released on EU publications website:
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