Asset Allocation – Page 7
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News
ATP agrees with critics that illiquids weighting is too high
Danish pensions heavyweight defends guaranteed model, saying it remains what lawmakers want
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News
Pension funds look to sell real estate investments
Investment-grade bonds and private credit are the most popular asset classes, according to a GSAM pension fund survey
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News
Swiss Bayer Pensionskasse realigns investment strategy
Allocations to bonds increase, while exposure to mortgages and real estate decrease
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News
ENPAM plans a further €520m investment in private markets
Italian scheme targets domestic private debt, private equity and venture capital allocations
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News
PensionDanmark reins in equities exposure despite positive scenario
Danish labour-market pension fund blames 2023 underperformance on higher weighting of non-cyclical stocks
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Interviews
ERAFP: France’s public sector pension scheme and its key priorities
Susanna Rust talks to Catherine Vialonga, CIO of ERAFP, France’s mandatory additional pension scheme for civil servants, and CEO Régis Pelissier about the fund’s priorities and tactical asset allocation adjustments
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Features
Contrasting global economic growth fortunes
Economic growth patterns across the world paint a picture of contrasts, ranging from surprisingly robust in the US to soft and struggling in China, with the stagnant euro area narrowly avoiding a technical recession after posting zero GDP growth in the fourth quarter of 2023, following a 0.1% decline the previous quarter.
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Interviews
Biodiversity, the next responsible investment frontier
European pension funds are ramping up their efforts to consider the impact of their portfolios on the loss of biodiversity related to climate change
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News
VER private assets target unlikely to rise, says CEO
State Pension Fund of Finland grapples with investment strategy implications of new phase of higher outflows
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News
KENFO underweights oil and gas holdings
It will not provide new financing for infrastructure assets in the oil and gas sector that are not in line with NZAOA targets
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News
Private market investments boost Previmoda’s returns
Project Iris (private equity) and Project Zephyr (private debt) have recorded largely positive returns in 2023
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News
Italian pension schemes with higher equity exposure outperform, says COVIP
Laborfonds, Fondaereo, and Fopen’s equity sub-funds recorded higher returns in 2023 than peers investing in other asset classes
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Features
Refining how factors impact investment returns
Investment management has undergone a significant transformation with the introduction of environmental, social and governance (ESG) investing. It emphasises a more holistic approach that goes beyond financial returns to assess long-term sustainability.
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Interviews
Pension funds hold on to their equities
European pension funds are looking to maintain their equity allocations, despite an uncertain outlook for global growth
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Features
Conflict and elections set to dominate the investor landscape
Middle Eastern tensions are running high, with violence flaring up across the wider region. Combined with the ongoing attritional destruction in Ukraine, this is impacting world trade, and it seems certain that international conflict will continue to be a source of great concern in 2024.
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Interviews
Alpha at the core: CERN pension fund's investment approach
Elena Manola-Bonthond, CIO of the CERN Pension Fund, talks to Carlo Svaluto Moreolo about the fund’s approach to investing in private markets and the years ahead
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Features
IPE Quest Expectations Indicator - February 2024
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
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News
German Versorgungswerke rethink alternative strategies
Professional pension funds invest €20bn per year and manage assets worth €270bn, investing 40% of total assets in alternatives
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Analysis
Mansion House Compact: spotlight on Smart Pension
Smart Pension joined the Mansion House Compact in July 2023 as one of the first signatories, committing to allocating at least 5% of its default funds to unlisted equities
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News
Swiss schemes face higher national debt in medium to longer term, says Complementa
Plus: Pensionskasssen Monitor published by Swisscanto saw funding ratios of private pension funds increase from 110.1% in 2022 to 114.9% in 2023