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Apologetic CEO says Allianz to cut bonuses after trading debacle

Published 02/18/2022, 03:44 AM
Updated 02/18/2022, 10:01 AM
© Reuters. FILE PHOTO: The logo of Allianz is seen on a building in Paris, France, April 30, 2020.  REUTERS/Charles Platiau
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By Tom Sims and Alexander Hübner

FRANKFURT (Reuters) -Allianz announced on Friday big bonus cuts for its CEO and board, and a settlement with a "vast majority" of investors, as it braces for the outcome of U.S. regulatory investigations into a multibillion-dollar trading debacle at its funds arm.

The collapse of a $15 billion set of investment funds during the pandemic market turmoil in early 2020 has cast a shadow over Germany's most valuable financial firm and one of the world's largest asset managers.

A 3.7 billion euro ($4.2 billion) provision announced on Thursday to deal with a slew of investor lawsuits goes some way to resolving the issue, but investigations by the U.S. Department of Justice and Securities and Exchange Commission are ongoing. The provision was the largest ever for Allianz (DE:ALVG), which said further costs were likely.

The issue has worried Allianz's top shareholders and harmed its reputation with pension funds that provide a source of business for one of Germany's best known brands.

Speaking at a news conference, a contrite CEO Oliver Baete apologised for investor losses and promised a "significant impact" on compensation for himself and all board members for the past year.

"We want to demonstrate we are taking this matter extremely seriously and we regret really the losses," he said, declining to quantify the cut.

Baete's pay package in 2020 totalled 6.39 million euros, and the entire board's was 32 million euros.

Baete also said the German insurer and asset manager had settled U.S. lawsuits with the "vast majority of investors," without giving details of the agreement.

But the fallout continues, and some investors remain cautious.

Reiner Kloecker, a fund manager with Union Investment, one of Allianz's largest shareholders, said the provision was a step in the right direction, but warned significant additional losses would mean "management's credibility would suffer again."

The issue centres around Allianz funds that used complex options strategies to generate returns but racked up massive losses when the spread of COVID-19 triggered wild stock market swings in February and March 2020.

Allianz, with 2.6 trillion euros of assets under management, said on Thursday the provision plunged it to a fourth quarter loss. Its 2021 profit was the lowest since 2013.

Investors in the so-called Structured Alpha set of funds have claimed some $6 billion in damages from the losses in cases filed in the United States.

The set of funds catered in particular to normally conservative U.S. pension funds, from those for labourers in Alaska to teachers in Arkansas to subway workers in New York.

After the pandemic sent markets into a tailspin early in 2020, the Allianz funds plummeted in value, in some cases by 80% or more. Investors in their lawsuits alleged Allianz strayed from its stated strategy.

Baete declined to specify which investors had settled.

Allianz shares were down 3.7% at 1445 GMT.

Ingo Speich, head of sustainability and corporate governance at Deka, a top Allianz investor who once called the issue a "massive setback" for the company, expressed some relief.

© Reuters. FILE PHOTO: The logo of Allianz is seen on a building in Paris, France, April 30, 2020.  REUTERS/Charles Platiau

He said the amount and timing of the provision were a positive for Allianz and investors.

($1 = 0.8794 euros)

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