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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NewsPension investors face questions over political activity of US companies
Investors should distinguish between companies’ political activities and the private donations of their owners or employees
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NewsUK pensions guidance puts climate and nature risks in focus for trustees
DWP draft guidance highlights climate, nature and systemic risks as financially material considerations in pension investment decisions
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NewsItalian pension funds reshape investment options as reforms take effect
New rules are driving membership growth, life-cycle investment strategies and more flexible retirement options across Italy’s supplementary pension system
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NewsPME forecasts 12.6% pension increase on transfer to Dutch system
Rising interest rates have strengthened the Dutch metal sector fund’s financial position despite negative third-quarter investment returns
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Opinion PiecesGeopolitics and investment returns: Keep calm, carry on?
Stefan Beiner, partner at c-alm, explains how geopolitical events can trigger substantial short-term market volatility, noting that their medium-term impact on investment returns is much less predictable
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AnalysisIPE Netherlands Briefing: PME prepares for pension transition
Plus: Fiduciary management and risk-sharing partnerships; Global ranking lead
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NewsGerman lawyers’ pension funds merge to create €3bn institution
A merger between two German lawyers’ pension funds highlights growing pressure for scale, stronger governance and closer cooperation
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NewsUK commits extra £20.4bn to public investment institutions
British Business Bank and National Wealth Fund receive extra boost for private investment, to support businesses and drive UK growth
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NewsCity of Westminster stalls on London CIV responsible investment choice
The City of Westminster Pension Fund seeks clarity on defence exclusions and human rights standards before choosing a London CIV responsible investment pillar
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AnalysisIPE DACH Briefing: Cyberattack affects more Swiss pension funds
The CHF25bn pension fund of the city of Zurich (PKZH), along with BLVK, Publica and Pensionskasse Post, among others, have been subjected to recent cyberattacks
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InterviewsSpotlight on UK LGPS: LGPS Central takes phased approach as pool expands beyond £100bn
LGPS Central is taking a phased approach to its expansion as it adjusts to a larger pool, new partner funds and an expanded role
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NewsMansion House Accord signatories invest £11.1bn in UK private markets
Signatories have invested billions in UK private markets, but providers warn that further growth depends on investable opportunities
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AnalysisGerman companies weigh pooling DB/DC assets to access private markets
Pooling DB and DC assets could widen private market access, but differing objectives may limit cost savings
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NewsNorway’s SWF could start investing in nuclear weapons for first time
Gjedrem Commission proposes changes to GPFG’s ethical framework to keep fund diversified and ward off retaliation
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NewsUK defined contribution schemes could unlock £90bn in private markets, report finds
‘Asset ownership matters, and also it’s never been more important in the UK than it is right now,’ says Dan Mikulskis, chief investment officer at People’s Pension
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AnalysisIPE Nordic Briefing: Pensions debate heats up ahead of Finland’s general election
Plus: Norges Bank Investment Management unveils changes to its organisation when chief governance and compliance officer Carine Smith Ihenacho leaves at year-end
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AnalysisGerman companies rethink pension liabilities as restructuring gathers pace
Corporate restructuring is accelerating changes to German pension liabilities, asset allocation and risk management, consultants say
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NewsInvestment Association outlines actions to scale access to private markets
Report sets out five priority actions for industry, regulators and policymakers
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NewsPFZW and ING partner on €5bn project finance risk transfer
Dutch pension investor PGGM will share credit risk on project finance loans, freeing up ING capital for further lending
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InterviewsBONUS Pensionskasse puts renewable energy at heart of infrastructure strategy
Claudio Gligo, the fund’s CIO, tells Luigi Serenelli how the Austrian pension fund prioritises renewable infrastructure, senior debt and diversification across private markets and traditional asset classes
