All investment strategy articles
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NewsBarnett Waddingham rolls out new service to help trustees track investment strategy
Lighthouse, the new service, is a smarter, more responsive way to monitor investments
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NewsLufthansa lands LDI strategy to €9.14bn portfolio as it builds on bonds allocation
Fixed income allocations rose to 49.7% at the end of 2024 from 37.6%, while equity allocations fell over the same period from 34.5% to 24.7%
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NewsFondenergia appoints Azimut for global equity as new strategy takes effect
The new strategy also involves an increase in the equity allocation of the €1bn ‘Dinamico’ sub-fund by around seven percentage points
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AnalysisItaly’s Enasarco in talks to offer asset management services to third parties
The €9.3bn first-pillar pension fund for sales representatives seeks to expand the role of its own asset management company, Miria Asset Management
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NewsFondo Telemaco reshapes investment portfolio with new managers for €2.4bn
The appointments are part of a broader shift in the fund’s asset allocation, aimed at increasing equity exposure and simplifying its fixed income structure
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Opinion PiecesViewpoint: The new market reality requires a total portfolio approach
In this new era of lower returns with higher risk, investors must rethink how they balance risk, liquidity and returns with greater discernment and due diligence
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NewsSwiss schemes’ investment strategies have margin for higher returns – study
WTW’s research concluded that 25% of pension funds can increase their expected returns by an average of 0.84% per year
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NewsDanica moves closer to parent Danske Bank with new commercial strategy
CEO Kaagaard says it is ‘completely natural’ to change name to the single word ‘Danica’
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AnalysisDutch doctors fund’s concentrated portfolio a ‘risky strategy’
The risk of missing out on new investment trends is seen as the main drawback of a concentrated portfolio with a buy-and-hold strategy
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NewsVelliv keeps new strategy under wraps pending arrival of new CIO
Kehlet Johansen says Danish pensions firm needs ‘new eyes and other skills’ as CIO Anders Stensbøl Christiansen quits
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NewsDutch pension funds should move to concentrated equity portfolios, says Eumedion
Schemes should also consider nominating a candidate for non-executive boards to strengthen ties with listed companies
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NewsSwiss scheme cuts exposure to insurance-linked securities as climate risks increase
Pensionskasse Thurgau has rebalanced its reduction to ILS by increasing infrastructure investments, which are worth 7.1% of its total assets
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NewsDB schemes still question viability of run-on as long-term strategy
SPP polled 400 pension professionals on whether they expect run-on to be a viable long-term strategy for their scheme
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NewsVBV Vorsorgekasse returns 0.26% as it pursues prudent strategy
The scheme shifted to a more cautious investment strategy due to a persistently difficult and challenging market environment
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InterviewsPrivate equity managers are keeping pension funds happy – in most cases
The private equity industry faces significant pressures. IPE asked Nordic pension funds about their experience with this growing asset class.
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NewsInarcassa’s new strategy sees cuts to equity in favour of bonds, infrastructure
Assets under management for first-pillar pension schemes, according to pension regulator Covip
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NewsAllianz Leben plans selective move on private markets
The firm will increasingly look to opportunities in corporate and government bond investments
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NewsTNFD launches final disclosure recommendations
TNFD activities coincide with legislation on nature-related disclosures mooted in some countries
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NewsDutch GPs want pension fund to divest from fast food companies
Pensioenfonds Huisartsen cannot implement their demands because of the fund’s passive investment strategy and now considers switching to active
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Country ReportItaly: Casse di Previdenza roll with the punches
Italian industry-wide pension funds fail to attract new members, with potentially serious long-term consequences
