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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NewsIPE Conference 2025: Europe, private markets and realism in ESG - key takeaways
The conference, held in Seville, highlighted sustainable investing pitfalls, private markets, and the case for European asset allocations
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NewsStagecoach transfers £1.2bn pension fund to Aberdeen
Aberdeen will receive a minority share of any surplus generated
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AnalysisAre governments finally hearing investors when it comes to climate finance?
Some experts say governments still do not understand what counts as an investment-ready pipeline of assets
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NewsPeople’s Pension overhauls pre-retirement strategy, cutting cash, sovereign debt
UK pensions provider revamps its pre-retirement strategy, cutting cash and sovereign debt in favour of global short-dated credit
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NewsBritish Business Bank to launch venture capital initiative for pension funds
Bank also confirms Aegon, NatWest Cushon and M&G as investors in first fund launched by the British Growth Partnership
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NewsNBIM talks up active management success, moves to increase SWF’s risk
Manager of Norway’s sovereign wealth fund tells government active management has been more profitable in last five years than before
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NewsAegon UK workplace default fund hits £1bn in long-term asset funds
Aegon confirmed that plans are in place to increase LTAF allocations within its default fund, aiming for a combined 17% target allocation by 2028
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NewsIceland’s LV shifts entire foreign equities portfolio to segregated accounts
Pension Fund of Commerce completes three major investment management exercises - pooled funds to SMAs, new custodian, and SAA
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NewsUK pensions push back on LSEG’s 25% domestic investment call
Industry is proposing that all DC schemes designate a ‘UK-weighted’ fund as their default arrangement
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Asset Class ReportsTime for more European private equity?
Investors are increasing allocations to European private equity funds, where smaller company buyouts and emerging sector specialisations are key strengths, reports Joseph Mariathasan
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Asset Class ReportsConcentrated portfolios: How investors are challenging common wisdom by reverting to old-fashioned stock picking
For equity investors of all kinds, the clear trend of the past few decades has been a shift away from stock picking and towards broadly diversified portfolios, managed through passive index exposure or, at most, passive-enhanced or quantitative strategies.
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Asset Class ReportsCase study: Soka-Bau builds out private equity
Lukas Doerr, head of portfolio management at Germany’s SOKA-BAU, explains the fund’s private equity approac
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Asset Class ReportsCase study: How Australia’s largest super fund diversifies through concentrated portfolios
Mark Hargraves, head of international equities and private equity at AustralianSuper, compares managing concentrated equity portfolios to piloting speed boats
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Asset Class ReportsCase study: Varma aiming high while Looking for domestic growth
Varma is increasing its focus on unlisted companies in its home market
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Asset Class ReportsCase study: Pension Danmark focuses on AI, robotics and defence as it weighs up the value of active management
Erik Bennike, head of equities at PensionDanmark, explains the fund’s carefully chosen combination of active and passive management styles
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Special ReportTrends to watch in 2026: As stocks defy gravity, bubble fever speculation grows
Stocks seemed to have defied gravity this year, but the latest Bank of America (BofA) Securities Global Fund Managers survey shows that a record 60% of money managers canvassed believe global equities, including the US, are overvalued.
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NewsPeople’s Pension diversifies bonds exposure with collateralised loan obligations
Invesco will manage over £260m in AAA-rated CLOs for the UK master trust
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NewsGerman pension funds for professionals ramp up private debt
ÄVWL, the pension fund for German doctors, sees opportunities in private equity, while showing less interest in direct infrastructure equity and direct lending
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NewsTPT Investment Management launches £600m global equity fund
This is the last in the series of seven planned fund launches
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NewsPension fund execs tackle ‘disconnect’ as governments target institutional capital
Global pension fund network creates new working group to develop guide for governments wanting to mobilise domestic institutional capital
