Asset Allocation – Page 6
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NewsSwiss pension funds bypass strategies to boost IG bonds allocations
Bonds are losing appeal for Swiss pension schemes compared to short-term money market investments
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NewsDanish FSA eyes volatility of unlisted returns for market-rate pensions
Value of alternatives portfolios increased by 4% in 2023, but dipped in allocation terms from the year before, watchdog’s figures show
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NewsIPE Top 1000: European pension assets rebound to a new high
Top funds’ equity and bond allocations up as alternatives share falls
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Country ReportUnderstanding France’s new second-pillar regime
IORPs have now taken root in France as providers have shifted from the previous insurance-based regime, but allocations to fixed income remain high
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FeaturesFears grow of US slowdown
US president Joe Biden’s decision to step aside was much murmured about following his disastrous performance in a debate with Donald Trump, but it was still a surprise when he announced his decision. However, market reactions were relatively muted, despite shaking pollsters’ predictions on who might now win the election.
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InterviewsPension funds on euro fixed income: navigating the rate cycle
We asked pension funds in Spain, Germany and Finland about their current views on European fixed income and credit as the ECB looks carefully at the timing and sequence of its rate cuts
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FeaturesIPE Quest Expectations Indicator - September 2024
Kamala Harris’ candidacy has turned the political mood in the US. The two candidates are very close together in the polls but while Trump’s score is stable – except for a worsening favourability – Harris’ statistics all show a positive trend.
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Special ReportTop 10 European pension funds raise equity and bond exposure
Pension funds in most European countries recorded strong returns of between 6% and 9%, according to preliminary figures published this summer by the OECD.
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NewsATP’s first-half return held back by gearing cost, bond yields
Describes return as “expected and generally acceptable in view of market developments”
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NewsATP defends risk-parity strategy via analysis of five investment models
Denmark’s huge statutory pension fund says other standard pension strategies may suit other products - but not ATP’s dual-aim guaranteed product
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NewsInstitutional investors pull €15.7bn from mandates in H1, says BVI
However, investment funds received €28.3bn net in new money in the first half of 2024, according to the association
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NewsUBS pension fund’s assets climb to CHF28.8bn
However, its funding ratio dipped to 121.4%, from 130.0% in 2022
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NewsResearchers propose new home for corporates’ wider emission efforts
How a company exerts broader influence on climate action should be reported in a different track to that for emission reduction efforts within its value chain
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NewsLPPI says replicating ‘Canadian model’ could unlock £16bn for infrastructure
Based on whichever numbers, there is potential for significant additional infrastructure investment ‘hopefully with most of it’ in the UK, says former LGPS Central CEO
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NewsFonchim reviews sub-fund’s strategy picking UnipolSai as new manager
UnipolSai Assicurazioni will manage a €285.94m portfolio, replacing Amundi
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NewsPLSA sets out recommendations to make growth assets more investable
There is a substantial potential to open up the pipeline of assets to attract the investment of pension funds to support UK growth, PLSA says
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NewsGSAM to exit Climate Action 100+
Other major players to have departed the collaborative investor engagement initiative this year include Invesco, JPMAM and SSGA
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NewsMorningstar proxy season analysis: ESG shareholder resolution growth primarily driven by ‘anti-ESG’ proponents
Overall support for ESG proposals stayed flat in 2024 at 23%, with a marked rise in anti-ESG resolutions.
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NewsItalian pension fund revises strategy to invest in tech start-ups
The new strategy will focus on Alternative Investment Funds (AIFs) for venture capital investment in small companies and start-ups -
NewsScheme for Italian psychologists ups private market investments
It has committed €196.8m to private equity and venture capital investments, €98.8m to private debt and €17.4m to infrastructure
