Active investing
In-depth reporting on active investment strategies for our pension fund and asset management readers from IPE’s award-winning journalists.
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NewsNorway launches independent review of SWF’s active management
Academics Trond Døskeland and André Wattø Sjuve of Bergen’s NHH appointed as expert group
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NewsLower-carbon bond portfolios outperform benchmarks, finds research
Analysis findings bring into question the legitimacy of having carbon-intensive corporate credit portfolios as the default, says Ulf Erlandsson, AFII’s founder
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NewsPGB switches to fully passive equity investing
The Dutch multi-sector scheme has concluded it is ‘difficult’ to achieve lasting outperformance in liquid markets
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NewsOslo professor to lead new GPFG panel with active management review role
Karen Helene Ulltveit-Moe picked to chair three-strong SWF council established to help ministry decide how NOK18.7trn fund should be run in future
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FeaturesTrump market turmoil boosts hedge funds
With equity markets on a semi-permanent rollercoaster, the majority of the hedge fund industry has performed relatively well. Could we be about to see an absolute return renaissance?
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Opinion PiecesThe ‘active versus passive’ investment debate should be over
Perhaps there should never have been a debate about whether stock picking is appropriate for institutional portfolios.
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FeaturesThe scarce commodity of active management skill
Active management skill remains elusive but it can be identified by means of effective analytics, with common attributes such as trading skill and concentrated portfolios
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FeaturesHow seven European pension funds view active management
IPE asked leading European pension funds for their views on active management, with turmoil in the equity markets and continuing geopolitical uncertainty around the world
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NewsFTN invites tenders for SEK46bn active Swedish, European small-cap funds
Swedish Fund Selection Agency reveals subsequent procurement will be for IT, communication sector funds
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NewsAPG AM chief vows improvement after ‘below standard’ 2024 returns
The Dutch asset manager’s actively managed concentrated portfolios especially underperformed, posting returns less than half of those of their benchmarks
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NewsIrcantec invests €800m in customised active global equity solution
Mandate is based on Nordea AM’s BetaPlus Responsible Enhanced Equities Strategies
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NewsSwedish tender for €4.5bn small-cap mandates
Manager search covers actively managed funds in national framework
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NewsFrance’s FRR awards Japanese equity mandates worth €400m
The fund appointed FIL GESTION, Nomura Asset Management Europe, and Lombard Odier Funds for a five-year contract
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InterviewsDenmark’s PFA moves equities closer to benchmark but stays active
Danish commercial pensions heavyweight puts more equity risk into customer profiles, continuing Danish journey to market-rate pension saving
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NewsVelliv drops active equity, alts teams ahead of new CIO, as strategy turns index
Alternatives chief Christoph Junge surprised when whole alts team was made redundant yesterday; Velliv to cut external manager costs
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AnalysisHow investors can access fairly-priced ‘portable alpha’ strategies
Combining long/short active management with traditional equity exposure, a strategy known as ‘portable alpha’, can generate outperformance, but it needs to be implemented in an innovative and accessible way
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AnalysisAsian emerging markets on the rise
Investors are taking note of investment opportunities in Asia in a variety of different ways, as new research shows
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NewsDutch doctors’ fund focuses on Europe in new equity portfolio
The scheme’s new concentrated portfolio only includes 65 companies
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NewsSwedish, European small caps to be next group for premium pension tenders
Swedish agency firms up running order of 2025 procurements plan; extends deadline for active global equity tender currently under way
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NewsDutch doctors fund switches to concentrated equity portfolio
The €10bn fund will only keep about 70 companies in a new buy-and-hold approach
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