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COLOPHON SESTO REPORT Inglese SIXTH ANNUAL REPORT Institutional Investors in Italy: membership, resources and managers in 2018 Curated by the Itinerari Previdenziali Study and Research Center SIXTH ANNUAL REPORT Institutional Investors in Italy: membership, resources and managers in 2018 Curated by the Itinerari Previdenziali Study and Research Center The Report was drafted by: Alberto Brambilla, Alessandro Bugli, Michaela Camilleri, Leo Campagna, Francesca Colombo, Edgardo Da Re, Niccolò De Rossi, Pietro De Rossi, Giovanni Gaboardi, Giovanni Gazzoli, Andrea Girardelli, Paolo Novati, Tiziana Tafaro The Chapter devoted to Insurance Companies was drafted in collaboration with ANIA This Report was published in Italian and English with the support of Banca IMI, BMO Global Asset Management, CACEIS Bank Italy Branch, International Institutional Capital Advisors, SPDR ETFs of State Street Global Advisors, Unioncamere Table of Contents Table of Contents .................................................................................................................................... V Introduction .............................................................................................................................................. 7 1. The overall framework ........................................................................................................ 8 1.1 Focus on sustainable investments by Italian institutional investors … ...................................... 15 2. Insurance companies ........................................................................................................... 23 3. Open-ended pension funds (FPA): members, assets and managers ................................. 29 4. Individual Pension Plans (PIP): members, assets and managers ...................................... 33 5. Occupational Pension Funds (FPN): activities, members, assets and managers .............. 38 6. Pre-existing Pension Funds (FPP): activities, members, assets and managers ................. 49 6.1 General characteristics ............................................................................................................ 49 6.2 Resource management............................................................................................................. 53 7. Banking Foundations: activities, equity investments, assets and managers ..................... 63 8. Privatised Funds for Liberal Professionals: activities, members, pensioners, assets and managers ............................................................................................................................. 72 9. Supplementary Healthcare Schemes and Funds................................................................ 88 Methodological note … ............................................................................................................... 95 It is possible to subscribe to the reserved area of the Itinerari Previdenziali website (www.itinerariprevidenziali.it) to access the database related to the investments of each individual institutional investor by asset class, their number and rankings, products and different types of AUM investments, number of mandates, market shares and assets managed; here are some examples of the data that can be obtained from this database: • List of managers for each individual occupational fund • List of occupational funds by mandate • List of managers for each pre-existing fund • List of pre-existing funds by mandate • List of managers for each scheme • List of funds for liberal professionals by mandate • Comprehensive rankings of mandated managers • Comprehensive rankings of managers for UCIs, FIAs (Open Investment Funds), ETFs • Complete rankings of institutional investors by number of members and by assets • List of service providers (financial advisors, custodian banks, administrative services) • Asset composition for each individual investor V Moreover, the Itinerari Previdenziali website provides a "fund comparative tool", an important, monthly updated instrument designed to look into different types of funds, their yields, volatility (in simple terms, the regular results obtained), risk profiles, costs and useful information by comparing disclosures, regulations and information notes (periodically updated). This is a unique tool in Italy since it allows for comparing the different investment approaches of Open-Ended Pension Funds (FPA), Occupational Pension Funds (FPN) and Individual Pension Plans (PIPs) in terms of yields, volatility, costs and other useful information. Finally, this website features a "Cambi e Bandi" section that is freely available on the information blog edited by the Research and Study Center of Itinerari Previdenziali, called ilPunto- Pensioni&Lavoro (www.ilpuntopensionielavoro.it); it focuses on calls, call results, investments, changes and appointments and it provides stakeholders with updated developments and trends on the market of Italian institutional investors. VI Introduction Institutional investors in Italy are classified as follows: complementary second-pillar schemes such as Occupational Pension Funds (FPN), Pre-existing Pension Funds (FPP), Supplementary Health Care Funds and Schemes; private schemes such as Open-Ended Pension Funds, PIPs and the Insurance schemes1; Professional Pension Funds that belong to the first-pillar of the social security system and Banking Foundations that operate at the territorial and proximity welfare level. This "Report", now in its sixth edition, provides a quantitative picture of this industry in terms of number of operators, active and retired members of pension funds and social security schemes, assets and their composition and diversification as well as of the subjects, managers and companies managing these assets2. It also analyses the investments in the real domestic economy for each type of investor with a series of data and rankings of members, assets and managers according to AUM and of easily accessible detailed information often not available in an aggregate manner. The data presented in this Report have been obtained from the financial accounts and reports of these organizations. Some detailed data that could be obtained from official documents were directly provided by these organizations upon a specific request by the Study and Research Centre of Itinerari Previdenziali. This Sixth edition features a new analysis related to sustainability strategies and the integration of the ESG criteria into the portfolio of the main Italian institutional investors. It provides an overview of the current choices and the future prospects of sustainable and responsible investments of Occupational and Pre-Existing Pension Funds, Pension Schemes and Banking Foundations. 1 Insurance companies are analysed only for the Life sector and in particular for Class C, 1st, 4th and 5th insurance lines; these types of insurance schemes are to all intents and purposes included in the private social security systems, sometimes as a complement to existing public and complementary systems and sometimes even as the only schemes available to certain categories of workers and households. In this particular quality, the Insurance schemes are legitimately included in the list of Institutional Investors. 2 The rankings of managers do not include the resources of Open-Ended Funds and PIPs that are normally managed by the same institutions that created them (asset management companies, banks and insurance companies) and that are mainly invested in their financial instruments, securities, policies and UCITS; instead, they include the resources entrusted by these subjects to third-party managers. The resources of Insurance Companies are not included either. 7 1. The general framework In the last 12 years, despite the long financial crisis from 2008 to 2013, the assets of institutional investors, in particular of Pension Funds, Private Schemes and Supplementary Health Care Funds, have surged from 95 billion euro in 2007 to 254.5 billion euro in 2018, a 168% increase. However, except in a few cases, these investors are small both in terms of membership and especially of assets. In any case, apart from the health funds that are not yet regulated but with a steady annual growth, there was a gradual reduction in the number of these investors, especially the very small ones, who have been merging into larger organizations, as is the case of several funds of large banking groups and of the transport and cooperative sector. In this connection, according to the latest OECD data, Italy ranks 15th in the complementary pension scheme market (ratio of pension fund assets to GDP) together with Finland and Chile, after the unattainable USA (25,036 billion euro), the UK (2,474), Canada (2.280), Australia, The Netherlands (1,361), Japan, Switzerland (901) and Denmark; in the ranking including non-OECD countries, Italy is in the 18th place after South Africa (296), Singapore (231) and Brazil (458); the GPFG (Government Pension Fund Global) of Norway alone accounts for over 850 billion euros. With more than 167 billion euros’ worth of assets, the Italian Pension Funds start to have a good capitalization and to become an interesting market. In the ranking including other institutional investors such as Banking Foundations, Italy still holds the 15th-16th position in the OECD area plus non-OECD countries in terms of capitalisation. Figures - In 2018, there were 392 operating institutional investors in the legal form of Associations and Foundations, down by 10 compared to 2017 and by 46 compared to
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