All Asset Allocation articles – Page 7
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Features
Qontigo Riskwatch - September 2023
*Data as of 31 July 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
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Features
IPE Quest Expectations Indicator: September 2023
US officials are talking up the Ukrainian advance towards Melitopol, a sign that all is not well. Contrary to expectations, the biggest problem is not the Russian air force, but land mines. Trump’s legal problems are as worrisome as his inexplicable lead among Republicans. US abstinence in the struggle against climate change is a potential cause for a major trade war as the EU realises it must expand its regulations on importing ‘dirty’ products to prevent a free rider problem undermining its climate efforts. In the UK, Labour’s lead over the Conservatives remains crushing, making it difficult to claim the government has a popular mandate.
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News
Allianz Austrian pension funds turn to impact investment funds
In real estate and infrastructure the Vorsorgekasse excludes investments in fossil fuel companies
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News
Illiquids balance blamed, as ATP loses most of Q1 gains
‘Always thinking about alternatives-liquids balance’, says Danish statutory pension fund CEO on asset mix of geared investment portfolio
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News
Denmark’s LD sifts through 12 bids in alternatives debut
Manager of Holiday Allowance Fund to invest up to DKK2bn in listed alternatives, starting with private equity
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News
Pensionskasse Post boosts infrastructure, real estate investments
The scheme allocated CHF100m for impact investments in infrastructure
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News
APK Pensionskasse tactically increases allocation to alternatives
Alternatives now make up 12% of APK’s investment portfolio
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News
PenSam stows DKK2.2bn into European buyouts via QIC
Danish occupational pension fund hands large mandate to Queensland Investment Corporation
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News
Unicredit pension fund closes down alternatives sub-funds
The fund for alternative investments Effepilux Sif-Sicav fund will become a real estate Alternative Investment Fund (AIF)
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News
German institutional investors slash Spezialfonds allocations
Net inflows into real estate almost halved
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News
Varma trounced by rival Ilmarinen in first half
Finnish pensions heavyweight reports 2.6% return in first half
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News
German doctors scheme boosts allocations to alternatives
The pension fund has increased allocations in private equity, private debt and infrastructure
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News
Nest Sammelstiftung reconsiders private markets approach
High fees, questionable added value and governance among reasons for the rethink
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News
KENFO to invest assets of reformed first pillar in private markets
KENFO’s managers will invest the assets of the generational capital
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Analysis
Analysis: Disagreements abound over pension funds’ climate scenario models
USS wants more ‘useful’ ways of assessing climate pathways, while experts at UK pension regulator tell funds to challenge consultants on current results
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News
Fopen picks BNP, Schroders, UBS for equity and bond sub-funds investments
The scheme has started the process to define its new strategic asset allocation
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News
Border to Coast doubles private markets climate focused investment
Border to Coast private portfolio includes £1.4bn of capital committed to investment in climate solutions
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News
Alecta poaches 'talented leader' AP3’s CIO Pablo Bernengo
Swedish occupational pensions major finds permanent replacement for Henrik Gade Jepsen at buffer fund