All illiquid assets articles
-
NewsItalian pension funds reassess market risks while redrafting strategies
Italian Casse rethink allocations, expand private markets and deepen domestic exposure despite mounting macro risks and constraints
-
NewsELTIFs, ETFs set to reshape German corporate DC plans
The number of European Long-Term Investment Funds and exchange-traded funds is expected to rise within German corporate pension schemes
-
NewsAustrian pension funds step up private equity as hunt for illiquids intensifies
APK Pensionskasse is targeting opportunities for above-average returns in private equity, while Bonus Pensionskasse looks to infrastructure equity
-
NewsGerman pension funds step up private markets push amid cost scrutiny
BVV Pension Management says new infrastructure quota is a ‘bonus’ that frees up capacity for other asset classes
-
NewsATP magnifies listed equity gains after dialling down private assets
Danish statutory pension fund posts 6.7% interim return on geared investment portfolio
-
NewsFondo Fon.Te sharpens private markets focus with new multi-asset mandate
Under the revised strategy, the €3bn ‘Sviluppo’ sub-fund will double its allocation to private markets from 5% to 10%
-
NewsUK defined benefit trustees favour sponsor loans as part of de-risking
Sponsor loans are favoured by 64% of DB trustees looking at buy-in and buyout
-
Analysis10 years of ELTIFs: can they offer pension funds illiquid assets at the right price?
If European productivity and growth are the problem, are European long-term investment funds (ELTIFs) a solution?
-
NewsICSWG sets out priorities to free trustees from regulatory burdens
Group’s first paper outlines three key actions to remove barriers to sustainable investing
-
NewsUK master trusts push illiquid allocations into domestic markets
Majority of providers looking to scale up illiquid investment will do so using external managers, says Isio
-
NewsTUI Group UK pension trust completes £370m buy-in with Legal & General
Move marks the plan’s third buy-in transaction with Legal & General
-
NewsAon calls for member-centric innovation and transparency in bulk annuity market
Innovation around illiquid assets and transparency in funded reinsurance are also crucial priorities for the UK bulk annuity market, according to Aon
-
NewsSBAI proposes new valuation standards for illiquid private market assets
SBAI also publishes new guidelines on governance, transparency and disclosure in private market valuations
-
NewsItaly’s CDC scheme to invest €1.1bn across equities, bonds, alternatives
The scheme will invest 72.4% of the €1.1bn planned for next year in bonds, 4.5% in equities, and 23.1% in illiquid alternatives, including real estate
-
NewsGerman institutional investors slowly return to hedge funds, liquid alternatives
This points to a ‘trend reversal, and an important signal for the industry that many have been waiting for years’, says BAI’s Philipp Bunnenberg
-
NewsMandating schemes to invest in illiquids could lead to worse outcomes for members
UK pensions minister Emma Reynolds refuses to rule out mandating investing in illiquid assets
-
NewsATP’s Northvolt exposure highlights problem of illiquids in geared portfolio
Copenhagen professor argues the challenge of a single-company illiquid investment becoming too dominant is much larger in highly-leveraged portfolio, like ATP’s
-
NewsXPS launches illiquid assets solution
XPS Xchange adopts a three-pillar approach, enabling trustees to search for buyers and sellers across brokers, secondary fund managers and other buyers
-
NewsBritannia Pension Scheme sells £72m investment in private credit fund
The transaction marks the first deal for Isio Fund Liquidity Options
-
NewsKENFO overshoots target return as it continues illiquids expansion
The pension posted a return of 11.1% in 2023, the highest annual return to date, compared with -12.2% in 2022, and against a target return of 4.2%
