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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InterviewsLeapFrog eyes global impact investment opportunities
Impact investing was once a niche concept. “We were seen as the weird people in the corner of the room,” recalls Andy Kuper, the South African founder and CEO of LeapFrog Investments
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NewsPope calls for review of Vatican pension system to improve financial outlook
Pope Francis appoints Cardinal Kevin Farrell as sole administrator of the Vatican pension fund
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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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NewsLGPS Central launches sterling investment grade credit fund
The fund was developed in response to discussions with West Midlands Pension Fund, which provided £650m in seed investment
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NewsTPT Investment Management launches LDI solution for DB schemes
Solution is designed to enable schemes to implement robust long-term funding strategies focused on their endgame objectives
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InterviewsVeritas: Finnish pension insurer seeks in-house efficiency
Veritas CIO Laura Wickström talks to Pirkko Juntunen about the challenges and opportunities of running a lean but efficient internal investment team
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InterviewsBNY Investments: More than the sum of the parts?
The world’s top asset managers are a diverse bunch. From pure-play managers to investment bank-owned firms and those with an asset servicing heritage, the different flavours also reflect the changing nature of the sector.
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Opinion PiecesEndowment funds stick with alternatives despite headwinds
Disappointing returns in the last fiscal year may force US university endowments to rethink their investment strategies, but could this include moving away from the so-called Yale model that focuses on alternative investments?
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NewsOxfordshire Pension Fund divests from tobacco, thermal coal and tar sands
The fund is following recommendations put forward by its investment pool manager Brunel Pension Partnership
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NewsTPT launches £800m liquid alternatives fund
This is TPT Investment Management’s fourth fund in a series of seven planned funds
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NewsVelliv says impact product revamp ‘in theory makes for better returns’
Danish mutual pension provider redesigns ideas behind VækstPension Aftryk, defines four categories of sustainable investment targets, adds asset classes
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NewsPFA admits factoring in Scope 3 will dent climate product’s returns
Danish pension provider’s PFA Klima Plus product will begin opting out of stocks with ‘strong connection’ to fossil fuel sector from next April
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NewsATP chief says Northvolt crisis is ‘wake-up call for Europe’
Pension fund CEO warns that European green transition technology needs public money or China and US will dominate
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NewsAlecta, AMF plough more money into ailing Swedish battery firm Polarium
Swedish pension fund duo participate in Polarium’s SEK500m convertible preference share issue
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NewsPensionDanmark invests in quantum computing startup Atom
Labour-market pension fund backs Atom Computing with DKK70m after California-based tech firm pledges to set up European HQ in Denmark
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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
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NewsCarmignac launches private markets strategy
Carmignac Private Evergreen marks the firm’s entry into managing private assets
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NewsBVK, BlackRock, Allianz and others commit €12bn to start-up investments
Germany needs around €30bn annually to finance innovation, says CEO of state-owned investment and development bank KfW
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NewsAegon UK awards £720m multi-asset credit mandate to asset management arm
The mandate is run as part of the £12bn Aegon Universal Balanced Collection fund, with over 700,000 members
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NewsCurrent policy initiatives could be detrimental to UK’s productive finance agenda
Any attempt to force providers to invest more heavily in certain asset classes is a direct challenge to trustees’ fiduciary duty, says Pensions Policy Institute
