Investor Strategy – Page 101
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NewsAGI survey: euro-zone crisis is investors' top concern
EUROPE – Impact of central bank policy on returns comes distant second in survey.
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Russian pension fund emerges as frontrunner to buy Absolut Bank
EUROPE – Railway workers’ pension fund reportedly in talks with Belgium’s KBC.
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NewsNorwegian oil fund to devote third of real estate portfolio to US
GLOBAL – Norwegian Government Pension Fund Global to target office, retail properties.
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NewsSmaller pension funds dominate fully delegated fiduciary mandates
UK – KPMG survey predicts implemented consultancy model will drive growth of market.
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NewsDanish pension funds enter unique public-private partnership JV
DENMARK – Schemes join forces to create 'one-stop shop' for construction projects.
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NewsIPE Awards: Solvency II to 'kill' renewable energy investment
EUROPE – Expert calls on European Commission to address issue of capital requirements.
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NewsIPE Awards: 'New normal' means shift to short-termism
EUROPE – CREATE-Research head says market 'noise' calls for new approach.
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IPE Awards: US, China will not fall, but Greece might leave
GLOBAL – Expert panel, audience at Awards Seminar split over future of euro, Greece.
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NewsPPF amends investment principles to add farmland, EM debt
UK – Change comes week after lifeboat fund appoints seven timberland managers to investment panel.
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NewsGerman foundations need more control mechanisms, warns survey
GERMANY – Majority of foundations lack board member with asset management experience.
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NewsInstitutional investor surveys reveal marked risk aversion
EUROPE – Respondents cite euro-zone collapse as biggest macroeconomic threat for coming year.
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NewsGerman Pensionskasse BVV shakes up real estate portfolio
GERMANY – Pension fund setting up global mandates due to dearth of European opportunities.
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NewsGerman institutional investors targeting real estate – survey
GERMANY – MPC Real Estate survey shows growing interest in asset class among institutionals.
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UK roundup: KPMG, PPF, SEI, CBPE Capital, Xafinity
UK – Increasing number of ‘pension zombies’ to become insolvent, KPMG predicts.
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NewsPensions funds should consider utility company inflation swaps – Redington
EUROPE – Consultancy cites utility companies' predictable cash-flow profile.
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NewsPension funds show growing interest in managed futures
EUROPE – Preqin study shows marked increase in number of institutionals with active CTA portfolios.
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NewsInstitutionals failing to use risk models to gauge correlation
GERMANY – Union Investment survey also points to low take-up of models for alternatives.
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Irish Pensions Board may allow corporate bonds as matching assets
IRELAND – List of assets to offset Irish risk reserve may be expanded beyond euro-zone debt.
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DC pensions market set for growth in Europe, report shows
GLOBAL – Cerulli identifies Germany, Netherlands and UK as best opportunities.
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NewsGerman institutionals dump bonds, shift towards real estate
GERMANY – Independent surveys show increase in alternatives at expense of fixed income.





