Asset Allocation – Page 3
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AnalysisAsset owner June insights: asset allocation at time of regulatory change
Pension reform, EU regulation, threats to shareholder rights, reallocation away from US assets and more - read what’s kept European pension funds busy over the past month
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NewsCredit Suisse pension fund de-risks as cash outflows reshape strategy
The changes mark a shift towards a more permanent environment of structural cash outflows, prompting a realignment of the investment process
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AnalysisIPE UK Briefing: Fidelity and L&G see each default fund reach £25bn AUM
Plus: Mansion House Accord anniversary; Venture capital commitment; Pensions Commission urged to be brave; LTAF launch
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NewsSwiss pension funds increase domestic equity exposure as funding ratios surge
Strong equity returns and higher domestic allocations lifted Swiss pension funds to historic funding highs
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FeaturesIPE Expectations Indicator – June 2026: Politics are trumping growth prospects
The US war in Iran is suffering from unexpected consequences. Oil companies look like short-term winners, long term losers and they are vulnerable to windfall profit taxes. US enterprises, not subject to pressure to limit CO2 are more vulnerable, but internationals around the globe profit from being better prepared.
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InterviewsDanish duo back Europe as reforms and defence drive investment opportunities
PFA and Sampension see growing opportunities in Europe, but stress reforms remain crucial
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NewsDefence and sustainable investment debates need more nuance, says Eurosif
New Eurosif paper highlights varying investor approaches as asset owners assess whether defence can sit inside sustainable strategies
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NewsPublic market allocations drive 8% return for Church Commissioners in 2025
2025 performance marks 17th consecutive year of positive returns
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NewsLucerne pension fund to raise private equity impact allocation
LUPK plans higher allocations to impact-focused private equity, infrastructure and micro-finance despite wider Swiss caution
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NewsUK DC providers move beyond illiquid debate towards implementation, says Isio
Research shows UK master trusts increasing illiquid allocations while implementation concerns move centre stage
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NewsCompenswiss tenders up to CHF1bn per money market fund allocation
Swiss institutional investors launch manager searches across liquidity, US equity and global small-cap strategies
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AnalysisIPE DACH Briefing: Swiss pension funds step up private markets allocations
Siemens Pensionskasse is moving into direct lending to broaden its investment universe, while Asga Pensionskasse is also expanding alternative investments
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NewsKPN pension fund abandons core-satellite approach
Dutch telecoms pension fund simplifies investment structure after underperformance and growing governance complexity concerns
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Special ReportCan AI solve impact investing’s allocation problem?
Artificial intelligence tools inform rather than make investment decisions: the final judgement must remain with human analysts
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Opinion PiecesAsset allocation: on the offensive
Many European pension funds are reviewing their allocations to the defence sector as they seek to recalibrate ESG criteria to embrace national and European strategic resilience.
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Portfolio StrategyNew game in town: Total portfolio approach
The debate about whether total portfolio approach will supersede strategic asset allocation is far from over
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Special ReportBitcoin, gold and the institutional reality check
Bitcoin’s long-term returns remain compelling, but rising correlation, extreme volatility and gold’s resurgence are forcing institutional investors to reassess its role
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InterviewsSwedish pension company SEB Gamla Liv rethinks investment strategy
Stockholm-based pension company SEB Gamla Liv is contemplating solutions to maintain its trademark strategy of a large allocation to illiquid assets. CEO Erik Kleväng Callert talks to Caroline Liinanki
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Portfolio StrategyCPP Investments embraces TPA to maximise long-term results
With C$780.7bn (€483.4bn) of AUM, CPP Investments is the largest investor for retirement income in Canada and has a reputation for advanced investing thinking and portfolio management
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Opinion PiecesPension funds should not dismiss TPA out of hand
Since the mid-2000s, an influential group of asset owners and investment practitioners has advocated for a total portfolio approach (TPA) in investment.
