WINNER

Country

Denmark

Founded

1976

AUM 2024

€13,066m

Performance %

14.1%

The judges selected PBU as this year’s Danish winner because it demonstrated a clear, coherent strategy underpinned by well-defined policy objectives. This entry effectively highlighted the fund’s ESG focus and its engagement with members, showing how understanding member demographics and circumstances can directly inform investment decisions. PBU’s approach combines rigorous investment strategy with a nuanced appreciation of members’ profiles, enabling a more confident risk posture and supporting long-term returns. Exceptional 2024 results underscored the effectiveness of these methods, while the move to in-house equity management showcased strategic initiative. In addition, by bringing administration inhouse, PBU has enhanced efficiency while delivering empathetic, tailored advice. PBU exemplifies financial excellence and social commitment, ensuring those who care for children enjoy security in retirement. Judges also valued the transparency and thoughtfulness in linking investment performance to member outcomes, setting a benchmark for best practice in pension fund management.

STRATEGIC TAKEAWAYS

➤ Aligns investment strategy with member insights for better risk and returns

➤ Uses in-house management to improve efficiency and personalisation

➤ Links performance to member outcomes for transparency and trust

HIGHLY COMMENDED

PenSam

PensionDanmark

Judged by

Neill Hamilton
Helen Kobæk
Alejandro Olivera