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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NewsPeople’s Partnership builds in-house capability to lead private markets drive
People’s Pension provider will have in-house capability needed to build on ambition to invest 10% of its growth pool assets in private markets by 2030
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AnalysisHow Italy’s first-pillar pension funds are navigating uncertainty
Enpab and Inarcassa have made bold asset allocation decisions to contain drawdowns, while Cassa Nazionale del Notariato is relying on diversification
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NewsAP funds defend Northvolt investment amid domestic media scrutiny
National pension funds have been called before parliamentary committee after the criticism in Swedish television reporting
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NewsItalian private credit-focused DC consortium commits more capital, turns to ELTIF
Progetto Zefiro, the consortium of Italian DC pension funds dedicated to private credit, is making new commitments, to be deployed via ELTIF vehicles
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NewsAllianz halves emissions from corporate portfolio
Update comes as Günther Thallinger warns ‘capitalism will cease to be viable’ in 3°C world
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NewsDanish pensions group says better EU growth framework could shift assets back from US
‘Much-needed focus’ on ensuring Europe’s competitiveness is vital to attracting the necessary investments, says CEO of Denmark’s IPD association of insurers and pensions
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AnalysisDanish pension funds keep board diversity as corporate governance priority
Pension funds gear up for 2025 voting season amid pressure on shareholder rights in US
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NewsNumber of funds adopting SDR label stands at just 80, according to Morningstar
New report published on deadline for managers of UK-domiciled funds to comply with SDR rules shows 325 have not adopted labels
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Opinion PiecesLetter from Australia: super funds sanguine on US-led ESG pullback
Despite US backpedalling on climate change initiatives, Australia’s superannuation funds are taking a long-term approach to ‘green’ opportunities
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NewsVelliv to shift more equities exposure to Europe, after €500m US sell-off
Denmark’s fifth-largest pension fund targets smaller European firms which don’t depend on exports to US
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NewsShell doubles down on LNG plans ahead of shareholder resolution
Investors argue that Shell’s LNG growth plan contradicts the oil major’s climate targets
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AnalysisDutch pension funds hedge equity risk in run-up to DC transition
While some funds have sold part of their equity exposure, more are likely to use options to reduce the downside risks to their listed equity investments
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NewsArkwright warns of AP7’s concentration risk and limited tools to stem downturns
Officially-commissioned report on AP funds criticises AP2 for lacking return target and calls for more resources for buffer funds’ illiquid investment teams
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AnalysisNBIM’s foray into hedge funds fails to impress Norwegian critics
Hedge fund strategies could divert management’s attention from SWF’s core financial operations, warns Oslo professor
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NewsInstitutional investors launch search for biodiversity fund manager
The fund will focus on private equity segments such as venture capital, growth capital, and buyout capital
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NewsSSGA loses more pensions business as AkademikerPension severs link
Danish pension fund says its asset managers ‘must align with our fundamental approach and way we see the world’
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NewsDanish doctors’ pension fund divests China as trade tensions bite
Lægernes Pension sells off €200m of Chinese investments, mainly listed shares
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NewsBrunel Pension Partnership delivers cost savings of £46m
Investment pool shifts focus from cost-saving approach to ensuring value for money
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AnalysisAGM 2025 predictions: DEI battles amid a stewardship ‘recession’
PRI, ShareAction, Morningstar and climate experts share their AGM 2025 predictions and what it means for the future of shareholder engagement
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NewsM&G launches LTAF for UK DC pension funds
The LTAF approval is a significant step in M&G’s ambition to grow its £73bn private markets business
