Asset Allocation
In-depth reporting on asset allocation for our pension fund and asset management readers from IPE’s award-winning journalists
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NewsNZAOA launches AI tool to benchmark asset manager climate stewardship
The new framework, which will be published in full later this year, finds that no asset manager currently meets the highest climate stewardship standard
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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
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AnalysisIPE Netherlands Briefing: PME reports long-term ESG outperformance
Dutch pension fund PME has used its latest annual report to defend its ESG investment approach, which has come under criticism from some politicians, by highlighting the outperformance generated by its sustainability filters since 2019. The €59bn pension fund for the electronics and technology sector said its customised equity index, ...
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NewsAlecta invests $110m in responsAbility climate fund
Swedish occupational pension fund expands climate finance portfolio with third responsAbility mandate
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NewsDutch pharmacy pension fund boosts hedge ratio to 80% through asset sales
PMA reduces equity exposure and increases interest rate protection before moving to defined contribution
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NewsItalian schemes diversify US equity allocations as market uncertainty persists
Managing concentration risk and capturing opportunities are reshaping Italian pension funds’ US equity strategies
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NewsIORP II rapporteur defends VC allocation proposal amid pushback
MEP Damian Boeselager’s proposal for a mandatory 2% VC allocation for large schemes has met with strong criticism from specialists in occupational pensions
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NewsLothian fund retains stake in Thai oil major following review
Scottish LGPS fund said enhanced engagement remains appropriate where fossil-fuel companies demonstrate credible transition progress
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InterviewsInvest Europe backs measures to boost pension fund allocations to venture capital
Elias Korosis, Invest Europe chair, says regulatory reform is needed to increase pension fund venture capital allocations
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NewsPension Fund Achmea places SpaceX on exclusion list
New ESG assessment prompts Pension Fund Achmea to exclude SpaceX while pursuing engagement
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NewsDutch pension fund picks Van Lanschot Kempen for €1.25bn fiduciary mandate
Plus: Border to Coast picks AllianceBernstein for equity alpha fund
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NewsItaly’s Covip shifts pension fund levy to assets under management
COVIP, the Italian supervisor for the pension fund industry, is introducing a new contribution structure to fund its supervisory activities
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AnalysisAsset owner June insights: asset allocation at time of regulatory change
Pension reform, EU regulation, threats to shareholder rights, reallocation away from US assets and more - read what’s kept European pension funds busy over the past month
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NewsCredit Suisse pension fund de-risks as cash outflows reshape strategy
The changes mark a shift towards a more permanent environment of structural cash outflows, prompting a realignment of the investment process
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AnalysisIPE UK Briefing: Fidelity and L&G see each default fund reach £25bn AUM
Plus: Mansion House Accord anniversary; Venture capital commitment; Pensions Commission urged to be brave; LTAF launch
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NewsSwiss pension funds increase domestic equity exposure as funding ratios surge
Strong equity returns and higher domestic allocations lifted Swiss pension funds to historic funding highs
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FeaturesIPE Expectations Indicator – June 2026: Politics are trumping growth prospects
The US war in Iran is suffering from unexpected consequences. Oil companies look like short-term winners, long term losers and they are vulnerable to windfall profit taxes. US enterprises, not subject to pressure to limit CO2 are more vulnerable, but internationals around the globe profit from being better prepared.
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InterviewsDanish duo back Europe as reforms and defence drive investment opportunities
PFA and Sampension see growing opportunities in Europe, but stress reforms remain crucial
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NewsDefence and sustainable investment debates need more nuance, says Eurosif
New Eurosif paper highlights varying investor approaches as asset owners assess whether defence can sit inside sustainable strategies
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NewsPublic market allocations drive 8% return for Church Commissioners in 2025
2025 performance marks 17th consecutive year of positive returns
