Asset Allocation
In-depth reporting on asset allocation for our pension fund and asset management readers from IPE’s award-winning journalists
-
NewsUK pensions minister adamant government will not mandate investment
The government has included a ‘reserve power’ mechanism in the new Pension Schemes Bill, giving it power to mandate specific asset allocations
-
NewsItalian fund overhauls strategy, awards €1.6bn in mandates
Latest round of manager appointments follows a broader decision by BCC CRA to diversify portfolios via new ‘specialist and balanced world mandates’
-
AnalysisGovernance proposals gain ground over E and S in 2025 AGM season
The AGM voting season in Europe and North America has been unfolding against a backdrop of a backlash against sustainability concerns, particularly in the US
-
Podcast#17 Leaders in Investment podcast: Paul Clark, Non-Executive Director and Senior Adviser, Former Head of Real Assets Europe, AustralianSuper
Paul Clark, Non-Executive Director and Senior Adviser, Former Head of Real Assets Europe, AustralianSuper.
-
NewsNordic pension funds hold off on dialling down strategic US exposure
Danish pension funds favoured European equities in Q1, central bank data shows
-
Opinion PiecesViewpoint: How should institutional investors insulate from poor private equity performance?
2024 was by many measures another poor year for private equity. Against the backdrop of flat industry assets under management and falling capital raised, annual exits have now fallen to 50% of the levels seen in 2022. Cash distributions, aided by a range of financial engineering techniques rather than true ...
-
AnalysisIPE DACH Briefing: Pension funds retreat from the US while looking at Asia
Corporate pension funds are lowering their exposures to equities, the dollar and US Treasuries, and hesitating to commit new capital to private markets in the US
-
NewsBaFin warns over German Pensionskassen’s heightened private markets exposure
The exposure spans commercial real estate, private equity, private debt and mezzanine financing
-
NewsGermany’s BVV lifts fixed income allocation to 65.6% amid strategic shift
The move to bolster fixed income reflects the asset class’s ability to dampen portfolio volatility, says pension fund
-
NewsSwiss pension fund boosts private assets in bid to lift returns
GastroSocial Pensionskasse has increased its private markets exposure to 33% of its portfolio, up from 25%
-
NewsPortuguese pension funds return 6.3% for 2024, despite low bond returns
Global equities made strong returns in Q4, but not enough to compensate for the low returns from bonds, says WTW
-
NewsUK funds consider reducing US exposure amid tariff uncertainty
Pension funds have responded to market volatility driven by US tariffs through a combination of rebalancing, diversification, and governance reviews
-
NewsDACH pension funds adapt to US trade policies
US trade and tariff policies are prompting corporate pension funds in Germany and wider DACH region to review strategic asset allocation assumptions
-
Opinion PiecesViewpoint: Beyond the ESG backlash – what next for European asset owners?
European asset owners should seize the US retreat from ESG as a moment to evaluate and recalibrate their manager mandates, argues Colin Melvin
-
NewsGreen equities outperformed since 2008 but with volatility – report
The group says investors should focus on emerging areas like climate adaptation for future opportunities
-
NewsPGB switches to fully passive equity investing
The Dutch multi-sector scheme has concluded it is ‘difficult’ to achieve lasting outperformance in liquid markets
-
NewsBasel pension fund raises equity, CHF bond allocations for 2025
PKBS is exiting its ILS holdings, reallocating capital to conventional fixed income and domestic real estate
-
NewsClimate policy uncertainty drives risk premiums in commodity options, says WFE
New study discovers climate risk premium after analysing proprietary dataset featuring two iron ore option contracts
-
AnalysisSwiss pensions curb exposure to US dollar assets amid debt, policy concerns
Publica, Switzerland’s largest pension fund, has already underweighted US equities and is currently reviewing its overall investment strategy
-
NewsDutch funds reconsider US equity exposure
While pension funds are yet to make big changes, decisions about strategic asset allocation are expected in the medium and long term
