Asset Allocation – Page 2
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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
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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
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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
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NewsItalian schemes shift to domestic equities in US pullback
Italian pension funds boost domestic and emerging market exposure while trimming US tech and Treasuries
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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
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NewsSwiss pension funds consider venture capital as satellite allocation
Consultancy c-alm says dedicated domestic allocations to venture capital are rare
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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
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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
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NewsArdian wins mandate to build portfolio for L&G’s Private Market Access Fund [updated]
The vehicle, part of L&G’s Lifetime Advantage Fund, is designed to provide L&G’s 5.6 million UK defined contribution members greater access to private markets
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NewsCompenswiss turns to bespoke asset allocations for each social security fund
Swiss central compensation fund shifts to fund-specific allocations as AHV, IV face rising costs and liquidity pressures
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NewsNEST seeks segregated account manager for £260m ethical equities allocation
£60bn UK pension scheme launched procurement process for equities component of £470m fund today
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NewsDomestic equities gain as Swiss pension fund scales back US allocations
CPV/CAP Pensionskasse, the CHF13bn pension fund for Swiss retail and wholesale company Coop-Gruppe, is shifting its focus to domestic equities
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NewsFull dollar hedge, US equities underweight shines ATP’s 2025 return
Danish statutory pension scheme admits being unable to maintain purchasing power of pensions
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NewsAustrian funds turn to European, small-cap equity to cut US concentration risk
The outsized influence of the so-called Magnificent 7 has reinforced the case for broader equity diversification among Austrian pension funds
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NewsInvestors ask UK government for guidance on sustainable EMDE allocations
Latest report from government advisers calls for clarity on strategic asset allocation and financial risk
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NewsERAFP brings forward end date for qualified fossil-fuel debt financing
The French fund’s announcement of a tighter fossil fuel policy comes after FRR updates its exclusions for unconventional hydrocarbons and thermal coal
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AnalysisIPE Netherlands Briefing: Another 24 funds convert to defined contribution
Plus: Pension funds divest from US assets; PME withdraws €5bn mandate from BlackRock
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NewsAll that glitters: Swiss pension funds raise gold exposure
Swiss pension funds boost gold allocations, seeking protection from geopolitical shocks, market volatility and fading trust in US assets
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NewsSFDR 2.0 positions green bonds as ‘structural portfolio solution’, says MainStreet
Proposed reforms to the EU’s SFDR framework could see green bonds play a key role in securing sustainable and transition labels without sacrificing diversification
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NewsSwiss pension funds shift focus on equal-weighted, small-cap equities
Swiss pension funds turn to small caps and equal-weighting to rein in growing global equity concentration risks
