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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NewsArticle 8 funds lead defence exposure increase in sustainable funds
Clarity AI research found that exposure to defence-related activities has risen across sustainable fund categories, including Article 9 funds
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NewsSwiss pension funds sail through index concentrations with positive returns
Swiss pension funds recorded an average performance of 5.9% last year, corresponding to investment returns of CHF70bn, says Complementa
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NewsSwiss pension fund to anchor AllianzGI $1bn EM blended finance fund
GastroSocial Pensionskasse is set to anchor the Allianz Credit Emerging Markets fund, which has reached its first close at $690m
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NewsPFA holds off after last year’s US bond exit over Trump
Sampension says poll shows nearly 70% of Danes fear global developments – with Trump in power – will hit their pension savings
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NewsTax incentives push Italian pension funds deeper into venture capital
Regulation on tax-deductible investments has accelerated Italian pension funds’ entry into venture capital
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NewsSwiss pension funds edge towards total portfolio investing
Consultants say pension funds in Switzerland are showing growing interest in the approach, with some already aligning their investment strategies accordingly
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NewsSwiss pension fund sticks to US equities despite concentration concerns
Pensionskasse Basel-Stadt had considered broader geographic diversification, including a potential reduction in US exposure
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AnalysisFixed income, rates, currencies: bond markets ready to absorb record issuance
Sentiment remains upbeat, despite weakness in the US job market and uncertainty about Venezuela
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AnalysisChart watch: oil price, German construction PMI, Chinese consumption
Markets remain relatively unfazed by recent geopolitical events, thanks to the loose financial conditions globally
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NewsAP7 tightens climate exclusions, drops Chevron, Petrobras
Swedish pensions giant accelerates pace of climate blacklistings, ruling out 35 companies in latest announcement
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NewsPME replaces BlackRock in €5bn ESG equities portfolio
UBS AM and MN take over the pension fund’s ESG equity portfolio from the American manager
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NewsPFA reveals DKK40bn equities revamp cashed in on tariff-jitters bargains
“Timing could hardly have been more challenging,” says Danish pensions CIO of lifecycle profiles restructuring
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Podcast#25 Leaders in Investment podcast: Simon Pilcher, Chief Executive Officer, USS Investment Management
In conversation with Liam Kennedy, Editorial Director, IPE
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NewsGerman doctors’ pension fund makes first foray into crypto
First-pillar fund for physicians commits to €17m through two ETPs following a two-year test
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NewsWTW’s master trust commits £400m to carbon transition credit fund
The investment is expected to rise to £1bn by 2027
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NewsItalian pension fund moves €2.16bn to Luxembourg platform in new strategy
The overhaul coincides with the rollout of BCC CRA’s 2025–27 strategic asset allocation for its three sub-funds
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AnalysisIPE Nordic Briefing: Danish pension funds keen to invest in defence sector
Plus: Norges Bank Investment Management unveils new strategy plan for the Government Pension Fund Global
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NewsIPE Conference 2025: Financial sector over-extended on climate transition, says KLP
Speakers discussed how to navigate green ambitions amid pushback, policy gaps – and progress
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NewsGerman pension funds cool on Asia as risks mount
SOKA-BAU winds down China exposure, while KZVK and NÄV grow cautious on Asia
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NewsStagecoach transfers £1.2bn pension fund to Aberdeen
Aberdeen will receive a minority share of any surplus generated
