Investor Strategy – Page 17
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FeaturesResearch: Thematic investing is set to attract fresh capital
In the second article on the new Amundi-Create Research survey, Vincent Mortier and Amin Rajan highlight pension plans’ interest in thematic investing
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InterviewsImpax rides the sustainability wave
One investment analyst sums up Impax Asset Management as a “pure sustainability play”. And certainly, according to founder and CEO Ian Simm, the core thesis of Impax is to “make the most of the investment opportunities offered by the transition to a more sustainable economy”. These are “on the scale of the Industrial Revolution”, Simm believes.
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NewsNorway government must shoulder risks for green shipping investment, says KLP
‘We have the money, and we want to invest,’ says Sverre Thornes
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NewsNorges blacklists Indian, Chinese state firms on Myanmar risks, after holding €32.2m
Chinese state-owned AviChina Industry & Technology and Indian government-owned Bharat Electronics now excluded from Norway’s giant SWF
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NewsNordic pension funds tilt equity portfolios to value amid high inflation
Persistent high inflation could cause headaches for some providers, due to inflation-linked benefits - but hopes are high for slower price rises
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NewsNorway roundup: Tangen on boards, OPF investment, FSA on strong solvency
At Davos, NBIM chief tells company boards to sharpen up; Oslo Pensjonsforsikring invests in tech firm No Isolation
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NewsWellcome Trust scrapes 1.7% return but only due to sterling’s slide
Gillard says UK health charity can still meet its £16bn 10-year charitable spend plans
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NewsSkandia invests SEK500m in first bond linked to new SWESTR rate
As long-term investor, Swedish pensions firm ‘appreciates transparency’ of new transaction-based reference rate
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NewsNorges moots general inclusion of unlisted equity in SWF’s universe
Manager of Norway’s NOK13trn GPFG calls for review of mandate - given radical proposals on the table
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NewsATP’s overall risk ‘freezing cold’, says CEO, countering critics
Martin Præstegaard in pre-Christmas post: ‘Following the markets is part of the strategy and a condition for a long-term investor’
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NewsLD posts 8.2% key product loss, says 2023 ‘fraught with great uncertainty’
Clear signs inflation has peaked, says Danish pension fund manager
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News
ATP, PFA and PKA inject €475m equity for TDC debt refinancing
Danish pension fund trio add more capital to long-term private equity investment, enabling telecoms giant to refinance €1.44bn of bonds
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Varma unveils biodiversity roadmap, prioritising issue alongside climate
Finland’s biggest pensions insurer follow’s Ilmarinen’s lead, says can’t sit back and wait for Montreal summit results
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News
AMF buys AP1’s stake in Swedish electricity firm Ellevio
Parties tight-lipped on deal price, but the 12.5% stake was valued at €135m at end of June
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Norway’s new northern fund to be separate from sovereign fund, panel advises
Working titles for proposed investment unit are ‘Government New Northern Fund’ and ‘Government Pension Fund Arctic’
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Storebrand dumps four mining stocks in new nature protection drive
Biodiversity crisis requires collaboration with governments, companies and finance, plus better regulations and reporting, says asset management arm’s CEO
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Special ReportProspects 2023: Asset management roundtable
The past year was one of the most challenging ever for institutional investors. Here, asset allocators and others assess the current and future risks to portfolios and identify the opportunities in an environment that remains highly uncertain
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Special ReportProspects 2023: The inflation conundrum facing investors
Institutional investors would do well to include commodities and trend strategies to mitigate inflationary pressures
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Country ReportNordic region: Interview with Richard Gröttheim, AP's outgoing CEO
Richard Gröttheim, AP7’s outgoing CEO tells Pirkko Juntunen about a pension system that many countries are keen to learn from
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InterviewsDelivering pensions ‘like a Bosch’: Bosch pensionsfonds
Dirk Jargstorff (pictured right), CEO of the pioneering Bosch Pensionsfonds, and Christian Zeidler, CFO, talk to Carlo Svaluto Moreolo on the fund’s 20-year anniversary
