Asset Allocation – Page 29
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Country ReportItaly: Casse di Previdenza roll with the punches
Italian industry-wide pension funds fail to attract new members, with potentially serious long-term consequences
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Opinion PiecesViewpoint: UK defined contribution market
Many investors nearing retirement are unable or unwilling to take on the volatility associated with a more aggressive portfolio
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NewsWPP launches new sustainable global active equity sub-fund
The new sub-fund has launched with £1.2bn, with all eight Welsh Funds participating, and will be managed by Russell Investments.
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NewsIOSCO calls on regulatory cooperation to allow innovation
‘Globally we do not have a strong model of how to encourage innovation in a highly regulated sector like finance,’ says IOSCO
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NewsEIOPA says national supervisors need more data on liquidity risks
European pension funds, insurers holding up well despite higher stability risks, says latest risk report from EU pension and insurance watchdog
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NewsIlmarinen anchors new Amundi climate-focused Europe ETF with €580m
Finnish pensions major edges closer to having all its passive equities tracking MSCI’s Climate Action indices
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AnalysisAnalysis: German states realign €30bn pension fund assets to stricter ESG standards
Four German states have recently revised their sustainable investment strategies, sticking to stricter ESG rules
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NewsCompenswiss on path to invest €1bn in private debt
The pension scheme is pursuing a more robust diversification, capturing illiquidity premium, as the bulk of its investments is still invested in fixed income
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NewsDACH roundup: City of Zurich Pensionskasse bumps up alternatives
Plus: Swiss association on investments in reform process; Austrian pension funds see AUM shoot up; German Spezialfonds add green assets;
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NewsDutch pension funds’ move to segregated mandates knock alternative funds
EFAMA sees gradual shift towards ETFs and index funds
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NewsIlmarinen steps up ETF collaborations, anchoring €2.75bn of BlackRock launch
Finnish pensions insurer makes latest index investment as it shifts passive equities into climate-focused funds
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NewsAlecta to diversify equities, cut non-Nordic exposure and add indexing
Swedish pensions heavyweight announces first steps in crisis-driven strategy overhaul
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NewsPLSA conference panel pushes for ‘outcome-generating’ investments
Any long-term investment vehicle for the UK should be just as attractive to overseas investors as it is to UK investors
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NewsFinnish pensions centre chief argues for 10-point rise in equity weightings
Paldanius says boosting equities allocations by a tenth could add 0.3 percentage points to Finnish workplace pension fund returns
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NewsItalian pension funds lean towards domestic investments, says COVIP
Many pension funds are also expanding their investment strategies in private equity and private debt, according to the pensions regulator
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NewsSwiss pension funds set to change SAA to reach bond investment targets
According to Swisscanto, 17% of pension funds surveyed adjusted their strategic asset allocation, and 35% changed allocations tactically.
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NewsGerman BVV allocates €1.5bn to high rating investment grade bonds
The fund will pursue an active risk management approach, especially in volatile asset classes
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FeaturesQontigo Riskwatch – June 2023
*Data as of 28 April 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
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FeaturesIPE Quest Expectations Indicator: June 2023
Continued loud bickering between the Wagner Group and the Russian army is protecting Putin from both, worsening the outlook for peace, while there are multiple signs that military supplies are approaching exhaustion. The coalition supporting Ukraine is stronger than ever, showing increasing willingness to provide military aircraft. Yet the offensive expected in February has not started. In the US, Florida governor Ron DeSantis is damaging his position with an unproductive row with Disney, while Trump has moved closer to a prison term. Gas consumption in the EU is falling faster than expected, due to efficiencies like heat pumps, changeover to electricity and solar panels. Macron scored nicely by sponsoring the participation of Zelensky at the Hiroshima G7; Sunak failed to centre political attention on China.
