All Investor Strategy articles
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NewsShell calls on investors to reject climate resolution from European pension funds
Follow This calls on responsible investors to ‘side with their peers’ instead of the board of Shell
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NewsTangen’s hopes dashed for SWF’s timely private equity debut
Norwegian government refuses to allow NBIM to add unlisted equity to GPFG’s asset mix for now, but moves to gather more information on the idea
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NewsSweden’s AP4 eyes biomaterials investment following green analysis
Buffer fund says still focused on wind and solar power, but has also identified ‘interesting areas to monitor going forward’
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NewsAP3 CEO wary of social media manipulation in election year
Staffan Hansén gets up close to US forestry asset while staying aware of 2024’s potential for global political change
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NewsMansion House Compact: Spotlight on Phoenix
Sam Tufts, head of strategy and solutions in asset management team at Phoenix, spoke to IPE about the group’s plan to extend its private markets experience for DC
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Opinion PiecesWhy General Electric’s pension management model has finally passed its prime
The late Jack Welch, CEO of General Electric for two decades until 2001, was not only a legendary businessman who grew GE’s market cap 30-fold over his tenure. He also inspired a minor revolution in pension fund management that dates back to the days of mainframe computers and telex machines.
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Opinion PiecesUS pension plans wrestle with China private market exposure
After a horrible 2023, Chinese stocks look cheap and attractive. But most US pension funds do not seem interested in investing in the Chinese stock market. On the contrary, they have reduced their holdings since 2020 and some are exiting entirely, according to Bloomberg analysis.
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NewsHSBC scheme launches LTAF as it adds private markets to DC default
This marks the successful launch of the ‘largest LTAF’ for a single trust, according to LCP
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NewsATP agrees with critics that illiquids weighting is too high
Danish pensions heavyweight defends guaranteed model, saying it remains what lawmakers want
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NewsGerman church pension scheme sets up alternative investments division
Allocations to real estate, private equity and infrastructure make up 40.6% of EZVK’s €13bn assets
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NewsAvoid ‘new shiny thing’ urge when it comes to nature, biodiversity, trustees told
‘We often complain about the lack of data, and there is a long way to go for data in biodiversity, but there are some really good tools out there,’ Faith Ward says
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InterviewsAI’s future in investment management is evolutionary
The explosion of ChatGPT-style large language models (LLMs) has ignited a heated debate over the future of artificial intelligence (AI) in investment management and its role in institutional investor portfolios. However, amid the noise, a groundbreaking application of AI has quietly arisen, which has the potential to revolutionise the industry.
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NewsBorder to Coast strengthens responsible investment policy
Voting is ‘essential’ to managing climate risk and an important means of influencing company targets and policies, says RI head
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NewsInvestors’ biggest risk is being distracted by elections and geopolitics, conference hears
West Yorkshire Pension Fund ‘can be patient’ and is not ‘triggered by geopolitical events’ when making investment decisions, CIO says
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AnalysisMansion House Compact: spotlight on NEST
NEST joined the Mansion House Compact in July 2023 as one of the first signatories, committing to allocating at least 5% of its default funds to unlisted equities by 2030
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NewsNEST to invest £5bn in thematic equity fund by 2030
The UK workplace pension scheme appointed Lombard Odier Investment Managers to manage the multi-thematic equity fund
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AnalysisMansion House Compact: spotlight on L&G
L&G joined the Mansion House Compact in July 2023 as one of the first signatories, committing to allocating at least 5% of its default funds to unlisted equities
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NewsNorway’s domestic SWF trumps larger GPFG on active management
Government Pension Fund Norway posts 11.4% gain for 2023
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AnalysisNBIM needs much longer-term strategy and better communication, academic finds
Nicolai Tangen praised for SWF’s transparency in releasing the internal report on its organisational culture
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NewsTesco Pension Scheme to outsource investment management to Schroders
The transfer of its investment portfolio management to Schroders will be completed before the end of 2024
