Comment
IPE’s columnists and guest writers dig into the hot topics for the pensions and investment industries with thoughtful commentary and reaction from around the world
Total portfolio approach is not a quick fix, beware the temptation
Keith Viverito casts a critical eye on the growing shift towards the total portfolio approach
Europe’s pension systems mind the productivity gap
With the continent’s state retirement planning under greater scrutiny than ever before, a major new survey reveals the underlying issues – and proposes several solutions
To build capital markets that work for people, Europe should look to Sweden
Sweden’s capital market success offers the EU a practical model for building inclusive, resilient markets
From net-zero promises to proof – Why investors need a new compass
Manuel Coeslier, head of Mirova Research Center, makes the case for a framework that allows investors to assess a broader spectrum of corporate climate action
European Commission IORP proposals are too slanted to individual pensions
The European Commission’s IORP II reform proposal structurally reinforces individual pensions and is at odds with the successful social partner-led Rhineland model
Reflections on the occupational PEPP (should it ever be proposed)
The EU’s planned occupational PEPP could reshape cross-border pensions if key tax and regulatory hurdles are resolved
Jakob Thomae & Ben Caldecott: “There is growing evidence that a set of technologies powered by computers and silicon creates a new set of risks that may cause societies to break”
Every system has its limits – boundaries at which it breaks. We know this about us individually. We know this about families. And since 2009 and the work of a group of scientists around Johan Rockström, about the planet too.
Caroline Escott: “Investors, it’s time to treat public policy engagement as a core part of your stewardship strategy”
Investors are, rightly, vocal about the need for meaningful reform when it comes to system-wide issues such as climate resilience, labour rights, or cybersecurity. We recognise that these are not just company-specific risks, but systemic challenges that threaten long-term value creation across our portfolios.
Governments are considering imposing domestic mandates to force domestic investment
Over the past 30 years, pension funds have accumulated trillions in pension assets by investing in high-performing global portfolios. Key to their success has been the ability to invest free from government pressures.
“The oil and gas majors are constrained by a legacy of their own success”
The oil and gas (O&G) majors seem perfectly positioned to lead the energy transition but why are they struggling to do so?
Pension funds may see merits in owning few stocks, but concentrated equity strategies carry undue risk
When a small but influential group of pension funds, mostly located in the Netherlands, signals a clear shift away from broad equity diversification and towards more concentrated strategies, it does not go unnoticed.
Channelling domestic investment bias in a smarter way
Governments have long orchestrated domestic institutional investor home bias, particularly by drawing investment boundaries to ensure large allocations to domestic assets.
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