Asset Allocation – Page 4
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News
Swedish church pension fund defends real estate surge, after FSA fine
Kykans Pension’s CEO says it doubled its holding in Stenvalvet — in the face of an SBB takeover attempt - purely to protect scheme members’ interests
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News
IIGCC finalises update to key net zero guidance for investors
‘NZIF 2.0’ brings together net zero investor guidance based on three years of implementation experience
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News
Credit Suisse Pensionskasse reviews strategic investment guidelines
The fund’s bonds allocation was increased, and the duration was extended
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News
Nest Sammelstiftung freezes threshold for private markets allocation
‘The performance was not good compared to listed stock markets due to illiquidity,’ the scheme’s CIO says regarding its private markets portfolio
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News
Avon Pension Fund backs small caps as outperformance expected
Small caps will outperform S&P in the next 20 years, according to head of pensions at the Avon scheme
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News
Denmark’s IPD slams EU red tape as pensions money picks US over EU
Allocations to US equities now three times the size of EU ex Denmark weightings for Danish pension funds
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News
BVV invests €2.5bn in high investment grade bonds to strengthen portfolio
While its allocation to illiquid investments remained unchanged in 2023, the fund’s exposure to equities was cut
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News
PFZW sells €600m in gambling stocks
The Dutch healthcare scheme decided to divest from the sector following a member survey
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News
Climate remains core ESG focus for institutional investors, Morningstar finds
Climate, biodiversity, water, and reporting around Scope 3 emissions emerging as material factors in driving investment policy
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News
Dutch construction sector scheme halves emerging market equity exposure
Beijing’s ‘excessive control’ on management of large companies has increased investment risk in emerging markets and depressed share prices in China, says BpfBouw
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Analysis
Will the latest wave of official measures drive ESG investing?
The burden of proof that ESG investing works has increased significantly since 2022
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Interviews
Finland’s Elo doubles down on sustainability
Jonna Ryhänen, CIO of Finland’s €31bn Elo, tells Pirkko Juntunen about strategic asset allocation, investing for change and in-house expertise
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Country Report
Solvency rules continue to hamper Finland’s private pension funds
The Finnish retirement industry hopes that a relaxation of regulations will allow schemes to increase equity allocations
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Special Report
Pension funds should seriously consider venture capital
To fulfil their role, pension funds would be well-advised to invest more in European private equity and venture capital
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Country Report
Sweden’s AP7 adapts by expanding asset classes and boosting staff numbers
Under new leadership, Sweden’s default fund in the premium pension system is expanding asset classes and personnel
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Features
Why investors should focus on Scope 3 emissions
The investment industry is preoccupied with reducing Scope 1 and 2 emissions in portfolios to meet net-zero commitments. However, this focus will not provide a way to effectively manage climate transition and physical risk.
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Features
Market predicts US soft landing - June 2024
A combination of Federal Reserve chair Jerome Powell’s press conference and a slightly weaker-than-expected US April non-farm payrolls outcome succeeded in flipping the market back to a soft-landing narrative for the US economy. US Treasury bonds rallied sharply, taking other markets with them, while the yen weakened significantly against the dollar before recovering.
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Features
IPE Quest Expectations Indicator - June 2024
Trump and Biden are both losing to undecided voters, a group that is now unusually large and may be sensitive to Trump’s legal troubles. Biden’s approval rate is below his score in presidential polls, while Trump’s score is the same in presidential polls and those measuring voters’ opinion of him. In the UK, the Conservatives took another drubbing in the local elections.
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News
Alternatives exposure drags on returns for Dutch metals schemes
PME has been increasing its exposure to private equity, real estate and forestry
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News
Swiss pension funds’ index investing climbs to all-time high
Swiss schemes achieved average net returns of 5.1%, with average returns of the best performing schemes standing at 8.2%, according to Swisscanto