Active investing – Page 3
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Special ReportRound table: Manager selection priorities for 2024
IPE asked eight manager research business leaders: what will be the three most important topics or trends in manager selection over the next 12 months and beyond?
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NewsSwedish funds agency unveils first tender results, most winners are Nordic
Abrdn and JPMorgan are only two non-Nordic asset managers out of six successful bidders for SEK11bn of European equity provision
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InterviewsPension funds hold on to their equities
European pension funds are looking to maintain their equity allocations, despite an uncertain outlook for global growth
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InterviewsABP is too big to be an active investor, says president
The Netherlands’ largest pension fund is switching from an all-active investment strategy to index investing
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NewsSwedish agency outlines next €17bn of premium pension tenders
FTN flags first index categories as next two procurements at end 2023 or early 2024
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Opinion PiecesActive management is back on the menu for US pensions
Rising rates and market volatility are forcing US pension funds to rethink their approach to passive and active investing. They are realising that their US stock portfolios are not diversified enough to help protect against a correction. But change may not come so fast.
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NewsNBIM’s active management limits SWF’s portfolio-wide Q3 loss
Value of Norwegian GPFG falls back on negative investment returns and falling krone
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NewsMercer report reveals asset owners set to increase private markets allocations
Large asset owners confident their portfolios remain resilient despite market turbulence
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NewsSwedish funds agency to announce winners of first tender end Q1 2024
As the 5 October deadline passes, new premium pension procurement body starts evaluating tenders
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InterviewsStan Moss, Polen Capital CEO: High conviction is the lifeblood of investing
The shift in macroeconomic conditions throughout 2022 must have been a relief for active managers from one perspective at least. For over a decade of low interest rates and low volatility they have had fewer chances to showcase their skills.
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Special ReportActive ETFs power ahead
While active managers are out of favour, their strategies embedded in an exchange traded fund package are gaining traction. In fact, they are outpacing passive ETFs as investors look for liquidity and robust risk-adjusted returns with a relatively low price tag.
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Country ReportNetherlands pensions report 2023: Dutch funds plot move back into active investing
Several large Dutch pension funds are planning to move back into active management while others choose to go passive and further tweak their indices. But these two trends are not as contradictory as they may seem
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NewsPolar Capital expands in Nordics, opening Stockholm office
London-headquartered active asset management specialist firm says new Swedish branch will enable pursuit of new partnerships
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NewsDeluged with asset manager queries, Swedish agency extends tender
Swedish Fund Selection Agency pushes back deadline for inaugural premium pension procurement by 14 days after 250 queries flood in
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FeaturesResearch: The yin and yang of passive and active investing
Amin Rajan and Sebastian Schiele look at the complementary relationship between active and passive investment strategies
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NewsNorway’s GPFG gains 10% in first half, but misses benchmark
Wide losses for sovereign wealth fund’s unlisted real estate and infrastructure
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NewsDutch GPs want pension fund to divest from fast food companies
Pensioenfonds Huisartsen cannot implement their demands because of the fund’s passive investment strategy and now considers switching to active
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NewsSwedish funds agency launches first tender worth SEK11bn
New agency established to procure funds for premium pension platform kicked off long-awaited tenders on Friday night
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Asset Class ReportsPortfolio strategy – Equities
Our report shines a light on investors’ thought processes when it comes to choosing active, passive or a combination of the two. We surveyed CIOs and senior portfolio managers to get an insight into how they construct their equity portfolios. Our report also features an investigation into the fall in listings on the UK equity market, at a time when listing domicile is increasingly consequential aspect of portfolio construction.
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NewsNedlloyd finds combining engagement overlay with active management ineffective
The Dutch pension fund of shipping company Maersk has therefore ended its engagement overlay service contract with Columbia Threadneedle Investments
