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BASF Pension Fund
BASF Pension Fund was established to deliver retirement benefits tied to service years and compensation for BASF employees. Oversight rests with the Group...
BASF Pension Fund
BASF Pension Fund was established to deliver retirement benefits tied to service years and compensation for BASF employees. Oversight rests with the Group Pension Committee that monitors liabilities across global operations. The fund allocates across global equities, government and corporate bonds, direct real estate holdings, and infrastructure equity. Confirmed positions include a commercial office building leased to BASF SE until 2029 and a residential portfolio in Ludwigshafen, Mannheim, and Frankenthal. It also holds a 99.93 percent stake in a private equity fund-of-funds through BASF Pensionskasse VVaG. Allocations span Europe and global markets with a long-term investment horizon of 10 to 15 years. The fund reports roughly 1.9 billion USD in assets. It maintains memberships in aba, VFPK, and PensionsEurope. In June 2024 the fund participated as a panelist at the dpn Assets & Liabilities Convention in Frankfurt on risk management and liability-driven investment. The fund operates as the dedicated pension vehicle sponsored by BASF SE, with investment execution delegated to external managers including Universal-Investment-Gesellschaft mbH and Mercer Alternatives AG under committee supervision.
General information
Firm type
Pension Fund
Year founded
1865
Location
Region
Europe
Country
Germany
City
Ludwigshafen
Corporate office
Ludwigshafen am Rhein, Germany
Principals
Beate Petry
Head of Pensions at BASF SE
Dr. Dirk Elvermann
CFO of BASF SE
Sector focus
Frequently asked questions
Who runs investment decisions at BASF Pension Fund?
The Group Pension Committee at BASF SE oversees risks and strategy. Beate Petry serves as Head of Pensions and Dr. Dirk Elvermann as CFO participates in committee governance.
Does BASF Pension Fund participate in fund commitments or only direct deals?
The fund holds both direct real estate assets and commitments to private equity fund-of-funds and infrastructure vehicles.
What asset classes does BASF Pension Fund hold?
Holdings include global equities, fixed income, direct commercial and residential real estate in Germany, and renewable energy infrastructure.
Where does BASF Pension Fund invest geographically?
Primary exposure is in Germany for real estate and across Europe and global markets for equities, bonds, and infrastructure.
How is BASF Pension Fund related to BASF SE?
BASF SE is the sponsoring employer and primary contributor to the pension plans administered by the fund.
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