Asset Allocation
In-depth reporting on asset allocation for our pension fund and asset management readers from IPE’s award-winning journalists
-
AnalysisIPE DACH Briefing: Compenswiss overhauls asset allocations
Plus: Beate Petry, chair of aba, said the occupational pension association backs further reform to open social partner defined contribution models to third parties
-
NewsSwiss pension funds warned of liquidity risks as alternatives allocations climb
Andreas Rothacher of Complementa urges stricter liquidity planning as Swiss pension funds increase allocations to illiquid assets
-
NewsUK pensions urged to boost EMDE investments to fund £119bn climate push
EMDE Investor Taskforce report shows that UK institutional investors allocate on average 4.2% of portfolios to EMDEs, with only 0.2% invested in private markets
-
NewsLothian picks manager for climate risk-upped corporate bond mandate
The Scottish local authority pension fund worked with the manager to develop a fund that could meet its climate risk goals
-
NewsItalian pension fund cautions on portfolio impact of escalating Middle East war
Italy’s Pegaso pension fund warns prolonged Middle East conflict could pressure portfolios through inflation and energy risks
-
FeaturesIPE Quest Expectations Indicator - March 2026
Asset allocation Net equity sentiment statistics have been up generally for several months in succession. The scores are again closely bunched together. There is clear optimism in the figures, which have yet to reflect the impact from the hostilities in the Middle East, such as the threat of spiralling inflation. ...
-
AnalysisInvestors raise the bar on asset manager selection
Pension investors have become more demanding of their external asset managers, while venturing incrementally into dynamic asset allocation (DAA)
-
Opinion PiecesLarger pension funds will do better in a volatile world
The current hostilities in the Middle East may have subsided by the time you read this. It is also highly likely that they will not.
-
Country ReportPension funds line up to fix the Germany's crumbling infrastructure
Investors are ready to commit capital to rebuild Germany’s economy. But the government must first issue much-needed clarity about its long-term plans
-
InterviewsKate El-Hillow, Russell Investments: “You don’t want things in silos”
Kate El-Hillow, president and CIO of Russell Investments, tells Carlo Svaluto Moreolo about competing in fiduciary management, private markets and total portfolio allocation
-
NewsInarcassa turns to alternatives to fast track private markets capital deployment
The fund is targeting a 34% allocation to private markets, compared with 28.2% currently invested
-
FeaturesFixed income, rates, currencies: Joint US-Israel war on Iran sends oil price to 12-month high
Global markets had seemed relatively benign despite signs of impending instability – but the military strikes on Iran have upended any optimism
-
NewsNorway tells SWF to put big-tech concentration risk under microscope
Finance ministry follows up on January’s advice from GPFG’s new expert panel, asking central bank to probe bonds strategy, geopolitical and concentration risk
-
NewsAlecta outpaces AMF returns, says overhaul has made it safer
Equities gains boost Swedish occupational pensions giant’s five-year return to 7.3%, beating peer pension fund AMF’s 5.5% for its smoothed traditional product
-
NewsGermany’s VBL sets tailored net zero goals across asset classes
The German public sector supplementary pension fund sets separate net zero targets for equities, bonds and real estate, aiming for 2050
-
NewsItalian schemes shift to domestic equities in US pullback
Italian pension funds boost domestic and emerging market exposure while trimming US tech and Treasuries
-
Podcast#26 Leaders in Investment podcast: Harold Clijsen, CEO and Anne Kock, Investment Committee Chair and Trustee of Pensioenfonds PGB
In conversation with Liam Kennedy, Editorial Director, IPE
-
NewsSwiss pension funds consider venture capital as satellite allocation
Consultancy c-alm says dedicated domestic allocations to venture capital are rare
-
NewsAerospace, cyber venture capital test Italy’s pension framework
Italian pension funds increase venture capital bets in aerospace and cybersecurity, urging clearer rules and larger funding rounds
-
NewsSwedish pension providers urged to rethink allocation, decumulation design
Consultancy Arkwright recommends a structurally higher allocation to unlisted assets, arguing that value creation is increasingly concentrated in private markets
