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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NewsFRR invests €100m in new climate transition index strategy
Developed with BNP Paribas, the index aims to identify companies that will be able to transform their business models in line with international climate goals
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NewsGerman pension funds drawn into scrutiny over withholding tax fraud investigations
BaFin survey and court proceedings keep pension funds in focus as Germany pursues withholding tax fraud claims
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Opinion PiecesTwenty years of evidence: Is it time to reconsider microfinance?
Stefan Beiner, partner at Swiss consultancy c-alm and former CIO of Publica, one of Switzerland’s largest pension funds, unpicks the investment benefits of microfinance
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NewsItalian, German pension funds warn against compulsory SIU investment
Adepp and ABV reject mandatory pension fund allocations under European Union’s Savings and Investments Union
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InterviewsAlecta’s Pablo Bernengo on restructuring quickly – but with care
It has been a long road back for Sweden’s wounded pension manager Alecta. Pablo Bernengo, its head of asset management and soon-to-be CEO, talks to Caroline Liinanki about intense work and tough times, and the company’s plans for its one remaining headache
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NewsPensions regulator data shows modest private markets allocations across UK master trusts
Most UK master trusts have private market exposure, but few allocate more than 5% of default assets
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NewsSwiss pension funds reassess equity allocations as concentration risks mount
Consultants see Swiss pension funds refining equity allocations as concentration risks climb and rates remain low
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NewsDanish pension funds’ home bias still heavy, despite 2025 trim
IPD analysis also reveals Danish pension funds reduced US bonds exposure by a quarter last year
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NewsCovip eases life-cycle investment rules for Italy’s auto-enrolment pensions
Italian regulator lowers minimum equity allocation requirements and gives domestic pension funds more time to comply
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NewsNEST commits £200m venture capital with Schroders Capital
The master trust expects the allocation to grow over time and reach £1bn by 2030
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AnalysisAsset owner July insights: policy debates and defensive shifts
Read what topped the agenda of the European pension fund community over the past month, from regulation around private markets, to asset allocation decisions to manage market concentration risks
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NewsGerman pension associations support venture capital initiative
Newly-launched German Venture & Growth Forum estimates that a 2% allocation to venture capital would unlock around €15bn a year for start-ups
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FeaturesIPE Expectations indicator - July 2026: Hormuz in bonds, but not in equity
Peace in Iran is at last focussing on the Strait of Hormuz. Iran seems to have dropped its demands for tolls, but continues to insist on its sovereignty over the waterway. The US has realised EU countries and the UK will not support it in its demands.
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AnalysisFixed income, rates, currencies: AI dominates investment sentiment
Despite fears of a growing bubble, artificial intelligence remains the key driver for investors
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Country Report
Italian energy sector pension fund Fondenergia balances risks with returns
The pension fund serving Italian energy sector employees has introduced a life cycle solution for its members and is slowly but surely expanding its footprint in alternatives, through investments in infrastructure, private equity and the Bank of Italy
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Country Report
ESG critical for Inarcassa’s investment strategy
The Italian first-pillar fund for engineers and architects, one of the country’s largest institutional investors, is continuously developing and diversifying its portfolio of alternative investments, while maintaining a strong focus on sustainability
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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
Plus: SpaceX prompts ESG questions
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NewsAlecta invests $110m in responsAbility climate fund
Swedish occupational pension fund expands climate finance portfolio with third responsAbility mandate
