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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NewsInvest in storytelling, outreach to demonstrate social value, pension funds told
New ICPM working group report outlines how pension funds can strengthen their role as ‘social infrastructure’ providers
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Podcast#29 Leaders in Investment podcast: Rasmus Bessing, Co-Chief Investment Officer Responsible Investments and Investment Products, PFA
In conversation with Liam Kennedy, Editorial Director, IPE
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NewsLiquidity emerges as strategic asset class for pension schemes
The move comes as private markets exposure continues to increase, according to a report from Northern Trust
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NewsFidelity FutureWise grows to £25bn amid UK DC private markets push
The FutureWise workplace pension strategy has grown from £6.5bn since adopting a target date fund (TDF) structure in 2022
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Opinion PiecesAsset allocation: on the offensive
Many European pension funds are reviewing their allocations to the defence sector as they seek to recalibrate ESG criteria to embrace national and European strategic resilience.
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InterviewsAnn Prendergast, State Street IM: “Policymakers today see us in a different light”
Ann Prendergast, head of EMEA at State Street Investment Management, tells Carlo Svaluto Moreolo about resilience in the financial industry and unlocking investment into productive capital
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Asset Class ReportsNew game in town: Total portfolio approach
The debate about whether total portfolio approach will supersede strategic asset allocation is far from over
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Special ReportDigital asset investors seek greater governance and regulatory clarity
As institutional interest in digital assets grows, so do the complexities. From first-principles governance to operational due diligence and custody, investors must navigate unfamiliar risks before allocating capital
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Opinion PiecesMore responsibility is being passed on to the individual in investing for retirement
When discussing how retirement savings should be invested, the focus is typically on institutions such as pension plans and insurance companies, their strategies, governance and regulation. What happens when we turn the perspective upside down and start with individuals and families?
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Opinion PiecesPension funds should not dismiss TPA out of hand
Since the mid-2000s, an influential group of asset owners and investment practitioners has advocated for a total portfolio approach (TPA) in investment.
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NewsMajor report on climate adaptation hailed as a ‘wake-up call’ for UK investors
Climate Change Committee says ‘critical action needed’ to safeguard the country’s financial system
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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
