All Investor Strategy articles – Page 2
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NewsNEST to invest £5bn in thematic equity fund by 2030
The UK workplace pension scheme appointed Lombard Odier Investment Managers to manage the multi-thematic equity fund
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AnalysisMansion House Compact: spotlight on L&G
L&G joined the Mansion House Compact in July 2023 as one of the first signatories, committing to allocating at least 5% of its default funds to unlisted equities
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NewsNorway’s domestic SWF trumps larger GPFG on active management
Government Pension Fund Norway posts 11.4% gain for 2023
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AnalysisNBIM needs much longer-term strategy and better communication, academic finds
Nicolai Tangen praised for SWF’s transparency in releasing the internal report on its organisational culture
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NewsTesco Pension Scheme to outsource investment management to Schroders
The transfer of its investment portfolio management to Schroders will be completed before the end of 2024
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NewsScottish Widows Master Trust appoints Isio as investment adviser
Isio will advise on default design, asset allocation, manager selection and risk management for Scottish Widows Master Trust
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InterviewsSystematic trading for long-term investors
Man Group, the investment management company listed on the London Stock Exchange since 1994, was founded in the City of London in 1783 by James Man as a sugar brokerage firm.
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NewsUBS/Credit Suisse lose market share in Swiss asset management
Market opens up with Zürcher Kantonalbank as latest to expand services for pension funds and institutional investors in French-speaking Switzerland
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NewsWhat does Thames Water’s valuation dip mean for UK pension funds?
Earlier this month USS cut the value of its investment in Thames Water from £956m to £364.4m
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NewsDanish pension funds supply €300m mezzanine in €4bn H2 Green Steel fundraising
PKA, Pensam, Lærernes, Akademiker contibute to construction of world’s first large-scale green steel plant via co-owned AIP Management
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NewsNorway’s SWF builds up stewardship team in New York
With North American assets making up nearly half the €1.4trn SWF’s equity fortune, gaining more first-hand experience in the region is key for GPFG, says governance chief
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NewsP+, PBU and Nordea top Danish pension fund returns
Illiquid asset returns ‘modest’ in 2023, says Nikolaj Holdt Mikkelsen, blaming lack of write-downs the year before
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NewsAvon Pension Fund joins south-west partnership for renewables investment
New partnership will see Avon scheme and other Brunel Pension Partnership investors deploy over £300m into renewables and energy transition assets
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NewsValue of USS’s stake in Thames Water drops by almost two-thirds
The ‘fair value’ of USS investment fell to £364.4m last year, down from £956m in 2022
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NewsBorder to Coast votes against 95% chair re-elections in oil and gas companies
This is up from 31% in 2022, following an updated voting policy for the oil and gas sector
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NewsPFA expects positive 2024 returns after 2023’s bullish stance pays off
Largest Danish pension fund reports 12% customer return, praising its own ‘moderately positive’ equities tactics
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AnalysisLabour market evolution: the macro trend that investors cannot ignore
Macroeconomic factors can overwhelm micro ones for investors. The impact of COVID is a good example. But the short-term impact of COVID on labour markets can mask structural trends in the evolution of labour markets that have much more profound long-term impacts, according to a paper by PGIM
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AnalysisNet zero marks the second era of climate finance
Monica Defend, Vincent Mortier and Amin Rajan discuss progress and holdups on the global journey to net zero
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InterviewsInvestors poised to raise fixed-income allocations
European institutions discuss their strategies for fixed income, which is finally attracting capital as central banks reach the end of the hiking cycle
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NewsNBIM extends long-running Niger Delta engagement with Shell, Eni
Norwegian SWF says ‘still a forward-looking risk of norm violation’ by the oil companies
