IPE's Italy Coverage
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NewsFondo Gomma Plastica to create equity mandate investing in Italy
The scheme is working on the equity mandate with other pension funds joining as part of a consortium
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NewsItalian schemes explore investment opportunities with European Investment Fund
Pension funds Arco, Concreto, Fondo Pensione Byblos and Fon.Te plan to boost investments in Europe
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NewsCassa Forense boosts total assets to €17.63bn
The pension fund for lawyers in Italy tightened the grip on costs as the number of members decreased by 1.3% year-on-year in 2023
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NewsEnpam shifts to macro portfolio strategies in new LDI approach
Italy’s largest pension scheme is splitting its assets into two macro portfolios
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NewsItalian schemes bolster ESG standards in private equity allocations
Research shows that 57% of Italian institutional investors directly buy private equity products in line with ESG criteria
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NewsCassa Forense seeks asset managers for investment vehicles worth €4bn
The lawyers scheme is creating the two vehicles to streamline investments and administration of its assets
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NewsItalian pension funds face competition on private assets investments
Current rules and lack of political support can hinder pension funds’ plans to increase private markets commitments
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NewsItalian pension schemes reap benefits of banks’ equity investments
The Bank of Italy has distributed dividends to shareholders, including pension funds, for a total amount of €340m
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NewsItaly economy minister calls for institutional fund of funds
Structural changes are necessary to reduce the fragmentation of the investments in Italy, says finance ministry’s undersecretary Federico Freni
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NewsItaly’s pension funds association defines first proxy voting guidelines
A working group established within Assofondipensione monitors how effective are the voting policy and the guidelines
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NewsItalian schemes restructure sub-funds offering, introduce new life cycle option
Fondo Pegaso and Fondenel are restructuring their sub-fund offerings for their members, introducing new life-cycle options
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NewsPrevindai’s sub-fund returns 11% with mix of equity and alternative funds
Assets under management increased year-on-year to €14.5bn at the end of 2023 from €13.71bn in 2022
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NewsFondo Pensione Intesa Sanpaolo ditches engagement policy
The scheme looks to strengthen its internal structure for engagement activities, which will come with additional costs to members
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NewsEnasarco returns bump AUM to €8.7bn
It has started managing assets for the retirement bonus fund separately from 1 January 2024, forecasting an AUM of €2.5bn in 2024, reaching €2.7bn in 2026
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NewsFondo Pensione Intesa Sanpaolo plans private market investments
The overall commitment, to be made via Alternative Investment Funds (AIFs), is €100m
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NewsENPAM plans a further €520m investment in private markets
Italian scheme targets domestic private debt, private equity and venture capital allocations
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Opinion PiecesTeamwork in rugby and Italian pensions
A peculiar parallel can be drawn between the Italian second-pillar pension industry and the country’s national rugby union team and its supporters, which every year since 2000 gets excited about the Six Nations Championship.
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NewsItaly opens consultation on CSRD
Finance ministry and securities market regulator to assess market size of assurance services in transition to new regime
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NewsItalian schemes plan shareholder activism platform with Frontis Governance
Approximately 14 pension funds with assets under management of around €27bn are taking part in the project
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NewsItalian bank launches benchmarks for pension funds in line with SFDR
BFF Bank’s indices help pension funds assess the performance of their sub-funds’ investments according to Article 8 of the SFDR
