Active investing
In-depth reporting on active investment strategies for our pension fund and asset management readers from IPE’s award-winning journalists.
-
InterviewsIlmarinen’s equity investment strategy: Handpicking the world’s best stocks
The biggest segment of Ilmarinen’s equity investment strategy is driven by sector-focused active stockpicking
-
NewsDutch GP fund pauses shift to concentrated equity strategy
Market volatility and underperformance prompt the pension fund for Dutch general practitioners to suspend transition to a concentrated equity portfolio
-
Special ReportBoutiques: The hidden cost of scale
Consolidation within the asset management world continues apace, but what are the constraints?
-
NewsPME credits ESG filters for equity outperformance despite benchmark lag
Dutch pension fund says ESG screening enhanced equity returns, despite underweight to US technology
-
NewsAP7 excludes 600 companies in response to ‘unpredictable world’
Swedish pension fund said that current geopolitical and economic uncertainty had prompted a rethink of its strategy
-
Portfolio StrategyNew game in town: Total portfolio approach
The debate about whether total portfolio approach will supersede strategic asset allocation is far from over
-
Portfolio StrategyTPA enables NZ Super to scan broader investment horizon
As part ot its commitment to a total portfolio approach (TPA), the New Zealand sovereign wealth fund has implemented a new long term-aligned risk allocation framework
-
Portfolio StrategyCPP Investments embraces TPA to maximise long-term results
With C$780.7bn (€483.4bn) of AUM, CPP Investments is the largest investor for retirement income in Canada and has a reputation for advanced investing thinking and portfolio management
-
NewsDutch transport fund lifts US equity allocation despite peer retreat
Vervoer increases US equities, defying peers while reviewing active strategies after prolonged underperformance
-
NewsNBIM beats benchmark in Q1, as three of SWF’s four asset classes contract
Norway’s giant SWF takes -1.9% hit on investments in the first quarter, with only unlisted real estate in positive territory at end of March
-
NewsAPG’s active equity strategies underperform benchmark by almost 7%
The pension asset manager posted a negative return on its actively managed listed equities strategy in 2025, underperforming its benchmark by 6.9%
-
NewsSwedish funds agency plans launch of €2.7bn healthcare/biotech tender
FTN says comparative returns data for first tracker procurement shows premium pension reform set to deliver average 0.5% point higher returns
-
NewsSweden’s FTN holds breath for first appeal from losing bidder
Indecap Fonder reportedly announced its intention to appeal agency’s decision not to award it a premium pension mandate
-
NewsSweden’s FTN calls for tenders for €4bn of US, North American equity mandates
In its eighth procurement process, Swedish Fund Selection Agency plans to replace 16 existing fund offerings with just eight
-
NewsSchroders, JP Morgan among US, UK winners in Swedish FTN’s biggest tender
Big ticket sizes was key in attracting the best asset managers for premium pension savers, Swedish agency says
-
NewsAP7 to pilot test wider insourcing of SEK1.36trn passive portfolio
Geopolitical situation is one of the reasons behind Swedish pensions giant’s move to bring lion’s share of equities in house
-
InterviewsLazard Asset Management 's Jeremy Taylor: “The shape of the market has completely changed”
Lazard Asset Management makes a strong case for fundamental research and active management, Europe co-CEO Jeremy Taylor tells Carlo Svaluto Moreolo
-
NewsPeople’s Pension adds to equity manager roster with £3.6bn EM mandate
Appointing Robeco represents a shift from a passive approach to an active quantitative strategy for UK pension fund’s emerging markets portfolio
-
AnalysisIPE Netherlands Briefing: Dutch GP fund defies buy-and-hold equity promise
Plus: With the Dutch pension transition gearing up, the Dutch market for buyouts, estimated to be worth some €20-30bn, appears to be accelerating
-
AnalysisDutch GP fund equity shake-up defies buy-and-hold promise
The Dutch pension fund for doctors introduced a new concentrated equities strategy at the start of the year, promising ‘as few transactions as possible’
