Monday, November 2, 2020

Nigerian pension funds increase exposure to foreign money market funds

Nigeria pension fund managers have increased their exposure or asset allocation to foreign money market securities by 214%.

Pension plan participation among Nigerians increases

It has been rightly said that if the bird learns to fly without perching, the hunter too must learn to shoot without missing. That proverbial statement seems to be taking root in the pension fund industry. Since interest rates began and continue to trend southwards, Nigerian pension fund managers have been reducing their asset allocation and exposure away from their once darling treasury bills.

As revealed by analysis of the recently released August edition of the Asset Summary of Nigeria pension funds, Nigeria pension fund managers have increased their exposure or asset allocation to foreign money market securities by 214% since the beginning of the year, while the allocation to treasury bills has decreased by 47% within the same period.

As at the beginning of the year, only N5.3 billion was invested in foreign money market securities, but that has increased to N16.9 billion by the end of August.  Comparatively, asset allocation to treasury bills which had stood at N1.9 trillion as at the beginning of 2020, has fallen to N1.005 trillion by August end.

Implications for domestic borrowing

Pension fund managers have played and continue to play a big role in providing funds to the Nigerian Government’s domestic borrowing initiatives. However, the seeming lack of interest in FGN Treasury bills due to near-zero interest rates may affect the extent to which the government realizes its domestic borrowing goals through inflows from pension fund managers.

Currency Devaluation

The attraction to foreign money market securities may not only be due to higher interest rates elsewhere, as interest rates seem to be very low or even in the negative range in some foreign countries.

It may rather be the devaluation of the local currency that is fueling the interest in foreign securities. Though cross-country investments are good for diversification and all the benefits that come from it, it may be necessary for the government to be eagle-eyed on the Naira exchange rate, as that may lead to more cross-country investments and some form of capital flight with all its negative implications.

Commercial Papers

Another asset type that has benefited from the realignment or allocation of assets by pension fund managers is Commercial Papers. By the end of 2019, pension fund managers had allocated N116.8 billion to Commercial Papers but that has increased by 110% to N245.2 billion by the end of August 2020.

A commercial paper is very much like a money market security – a form of an IOU or promissory note issued by large corporations, who need funds required to finance their short-term operations.

Uchenna Ndimele is the President of Quantitative Financial Analytics Ltd. MutualfundsAfrica.com and mutualfundsnigeria.com (both Quantitative Financial Analytics company website) is a leader in supplying mutual fund information, analysis, and commentary on African mutual funds. We provide reliable fund data; and ratings information that will add value to fund managers, the media, individual investors and investment clubs.

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