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Information für professionelle Anleger - 15.5.2023

Zeitenwende in der Vermögensanlage für Sozialversicherungen?

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Zur großen Freude fand die Metzler SGB-Tagung am 26. April zum ersten Mal seit 2017 wieder statt. Im Metzler Haus in Frankfurt-Bonames diskutierten verschiedene Branchenexperten Chancen und Änderungen des achten SGB-Änderungsgesetzes. Dieses war Anfang des Jahres in Kraft getreten. Beginnt damit die Zeitenwende in der Vermögensanlage für Sozialversicherungen? Mit dieser Frage beschäftigten sich die Teilnehmenden der Fachtagung intensiv in verschiedenen Diskussionsrunden und Vorträgen.

Zum Einstieg gab Edgar Walk, Chefvolkswirt bei Metzler Asset Management, einen volkswirtschaftlichen Ausblick auf die Kapitalmärkte. Ihm folgten Reiner Müller und Simon Koch vom Bundesamt für Soziale Sicherung und präsentierten das Achte Gesetz zur Änderung des Vierten Buches Sozialgesetzbuch.

Nach einem gemeinsamen Mittagessen analysierte Dominik Müller-Feyen vom Bundesverband deutscher Banken die Auswirkungen der jüngsten Reform des Einlagensicherungsfonds auf Kapitalanlagen der SGB-Anleger. Felix Spiegelhalder, Portfoliomanger bei Metzler Asset Management und Kilian Schäfer aus dem Team Applied Research bei Metzler Asset Management sprachen anschließend über mögliche Anlagechancen für institutionelle Anleger, die mit dem achten SGB-Änderungsgesetz einhergehen können. 

Den Abschluss machte Christian Pauly von Metzler Pension Management. In seinem Vortrag zur betrieblichen Altersvorsorge ging er auf die reine Beitragszusage ein und erläuterte, was Arbeitgeber und Arbeitnehmer davon erwarten dürfen.

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