Investor Strategy
In-depth reporting on investment strategy for our pension fund and asset management readers from IPE’s award-winning journalists
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NewsSwiss pension funds review currency hedging, avoid tactical shifts
Dollar exposure and gold allocations prompt review of FX hedging, but long-term strategies remain unchanged
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NewsShareholder revolt at BP AGM over climate and governance
Early reports suggest investors have voted against management on two key proposals
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NewsDemand for emerging market equities rises among German pension investors
German pension funds increase emerging markets allocations, favouring selective strategies over broad structural shifts
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NewsNEST joins Australian superfunds in search of European private markets deals
A delegation of Australian super funds that includes NEST is seeking investment opportunities in European private markets, starting with France
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NewsNearly half of European assets now run by US managers
‘Europe is quietly losing control over how its capital is allocated’, warn observers
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NewsStandard Life acquires Aegon to create £480bn powerhouse
Transaction establishes Standard Life as UK’s second largest workplace pensions platform by assets, adding £74bn assets under administration and 2.1 million customers
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InterviewsCompenswiss adapts investment strategy to changing outlook for Swiss social security
Frank Juliano, chief investment strategist at Compenswiss, talks about the fund’s new asset allocation choices, as the outlooks of the three social security funds managed by the organisation diverge
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NewsLong-term focus vital as pension investors confront volatile markets
Pension investors say clear trustee communication and long-term strategies are essential to navigate ongoing market volatility
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InterviewsAkademikerPension adds extra layer of risk
Known as the ‘Jesus of Gentofte’ for its ESG stance, the Danish fund is revitalising its approach to investing. CIO Anders Schelde explains the rationale behind it to Rachel Fixsen
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Country ReportSiemens Fonds Invest: A holistic approach to pension management
“We have the goal to scale everything we do” - Heiko Fischer and Erik Macharzina. Interview by Luigi Serenelli
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NewsAsset owners hold course as Middle East conflict raises market volatility
Middle East tensions drive market swings, but pension funds focus on resilience, risk management, and strategy
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InterviewsVelliv Foreningen CEO lauds Danish pension system, ponders next step
Over his 40-year career in pensions so far, Lars Wallberg has seen profound changes in Denmark’s pension system
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NewsNBIM sets guardrails on corporate use of environmental attribute certificates
Oil fund manager makes clear companies should prioritise reducing emissions from own operations and value chains
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NewsArdian wins mandate to build portfolio for L&G’s Private Market Access Fund [updated]
The vehicle, part of L&G’s Lifetime Advantage Fund, is designed to provide L&G’s 5.6 million UK defined contribution members greater access to private markets
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NewsAP7 to pilot test wider insourcing of SEK1.36trn passive portfolio
Geopolitical situation is one of the reasons behind Swedish pensions giant’s move to bring lion’s share of equities in house
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NewsFinnish pension fund majors benefit from surging domestic equities
Smallest pensions insurer, Veritas, beats Varma as well as Keva on 2025 returns with 8.7% gain after sticking with high equities exposure
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NewsMajority of UK DC funds plan to access private markets through LTAFs
Research shows that 74% of respondents expect to increase private market allocations for growth-phase strategies
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Opinion PiecesCulture is now too important to leave informal
The institutional investment market needs to consistently evidence its beliefs about culture, argues Bev Shah, co-CEO at City Hive
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NewsPrivate markets allocations reach new high, says Aviva Investors
72% of DC funds globally agree that adding private markets assets to accumulation portfolios ‘will deliver better performance outcomes for members’
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NewsNew Norway SWF council questions tech weightings, sovereign debt criteria
‘Strengthened preparedness’ needed to manage GPFG’s geopolitical risk, advises three-strong permanent panel of experts
