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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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
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NewsMarelli UK transfers six pension schemes worth £250m to Clara-Pensions
Six Marelli pension schemes covering 3,300 members with assets ranging from £1m to £125m transfer to Clara-Pensions
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Asset Class ReportsBlackRock iShares: How institutional ETF adoption is growing 30% a year
Over the past few years, the institutional exchange-traded fund market has grown 30% per year, says Kirst Kuipers, head of iShares institutional sales
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Asset Class ReportsActive fixed income ETFs: Growing demand, sophisticated use and the case for investors
Adoption of active bond ETFs is growing in leaps and bounds, and their use is becoming increasingly sophisticated, writes Gail Moss
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Asset Class ReportsActive ETFs poised for European 'gold rush' as BNY flags institutional shift
European institutions will eventually become bigger players in the active ETF space, says Ben Slavin, BNY’s global head of ETFs
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AnalysisAsset management innovation scorecard: ETFs, AI and outsourcing reshape the industry
Asset growth continues apace, yet profitability is heading south. Faced with this irony of riches, the asset management industry has sought to re-engineer itself in the wake of seismic forces over which it has had little control.
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News
Glass Lewis, Clarity AI combine sustainability data and stewardship
Glass Lewis says Clarity AI data will not affect voting recommendations as the firms develop connected workflows for pension funds.
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NewsBNP Paribas AM reorganises €1.7trn platform around alternatives, active management
Asset manager puts alternatives, active management and institutional distribution at the centre of its enlarged platform
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NewsbpfBOUW picks BlackRock for €70bn fiduciary mandate despite climate concerns
The Dutch construction pension fund selects BlackRock as preferred candidate to manage €70bn pension assets under fiduciary management mandate
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NewsPFA reshapes investment operation
The number of full-time employees in PFA’s investment department has fallen from 136 in 2020 to 91
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Opinion PiecesDear CIOs: Let’s talk about the asset owner-isation of the UK
As UK pension asset owners grow in scale, investment partnerships must evolve to put decision-making, accountability and members at the centre
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NewsNorway’s SWF could shift €100bn out of government bonds
NBIM advises acceptance of listed equities geopolitical and concentration risk, but urges ministry to consider allowing GPFG more private assets
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NewsSweden’s AP2 outshines larger peers in H1 as trio navigate buffer fund reform
Alecta’s Heimstaden Bostad holding loses value again; ATP’s bonus potential grows 14.5% despite difficult year for Danish equities
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NewsTangen warns Norwegians to prepare mentally for SWF wipe-out
As GPFG posts 9.4% first-half gain, NBIM CEO focuses keynote speech at national debating event on doomsday scenario
