Latest analysis
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Analysis
IPE ESG Briefing: BlackRock exits NZAM
Plus: NZAM suspends operations; AP7 reviews BlackRock’s decision
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Analysis
2024: Achmea IM and BlackRock win Dutch fiduciary mandates
Last year, Achmea IM and BlackRock each won +€20bn fiduciary mandates from Dutch pension funds. This makes them the clear fiduciary winners of 2024.
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Analysis
IPE Nordic Briefing: Denmark’s PenSam boosts property portfolio
Plus: PFA Klima Plus generates high returns; NBIM pushes Council of Institutional Investors (CII) on unequal voting structures at companies
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Analysis
Sustainable finance is braced for its toughest year yet
‘If ever we needed asset owners to be the drivers of responsible investment, it’s in 2025,’ says ShareAction’s Simon Rawson
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Analysis
What you need to know about the Dutch DC pension reform
January sees the first three pension funds transfer to a new DC-based accrual system in the Netherlands; others will follow over the next three years
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News
Bumper month for EU sustainability policy ends with Transition Benchmark proposal
Platform on Sustainable Finance proposes two new Investing for Transition Benchmarks
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Opinion Pieces
Viewpoint: Trump’s SEC pick points to reduced proxy power for shareholders
With Paul Atkins as chair, the US regulator can be expected to roll back policies supporting ESG goals, according to lawyers at Labaton Keller Sucharow LLP
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Analysis
IPE DACH Briefing: Germany mulls over increasing security/defence spending
Plus: Bundesrat recommends reviewing second pillar pension system; Swiss Federal Supreme Court rejects complaints on pension reform
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Analysis
Dutch doctors fund’s concentrated portfolio a ‘risky strategy’
The risk of missing out on new investment trends is seen as the main drawback of a concentrated portfolio with a buy-and-hold strategy
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Analysis
DB schemes indicate growing preference for retaining assets
But buyout remains preferred option, according to UK pensions industry
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Analysis
IPE Nordic Briefing: Norway’s SWF calls for lift of general freeze on Russian assets
Plus: Clarity for Icelandic pension funds on legal situation around provisions for changed life expectancy; Sweden’s financial watchdog on increased pension transfers
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Analysis
IPE ESG Briefing: Environment Agency Pension Fund develops new RI policy
Plus: Aviva is fined for breaching SFDR; Swiss and Dutch schemes are more resilient to disruptive climate policies
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Analysis
German occupational pension schemes gear up for 2025
Pensionsfonds continue to be one of the most preferred vehicles for companies to outsource direct pension promises
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News
Reputational disaster or ‘badge of honour’? Fund managers split over Aviva’s SFDR fine
Asset manager is first to face enforcement under the rules, but peers are divided on what it means
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Analysis
IPE UK Briefing: Consolidating LGPS assets and DC funds into 'megafunds'
Plus: British Growth Partnership; Innovation in BPA market
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Analysis
Europe must prepare for a China after Xi Jinping
Whatever the big issues of the 21st century, whether climate change, the environment, restoring economies post-COVID, fighting poverty or ending the war in Ukraine, they are much easier to resolve if countries work together.
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Analysis
If UK defined contribution is ‘broken’, could collective DC be the answer?
Collective DC is emerging in the UK but time will tell whether employers will embrace it
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Analysis
New research sees private markets investing entering a new era
New research charts the emerging and varied demands of private markets investors
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Opinion Pieces
Viewpoint: Stewardship deserves a return to first principles
As the UK’s Financial Reporting Council consults on updates to the country’s Stewardship Code, Hans-Christoph Hirt, trustee director of the Hermes Group Pension Scheme, says it’s time for the investment industry to have an open conversation about the objectives of stewardship
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Analysis
IPE Netherlands Briefing: First three funds get go-ahead for DC switch
Plus: BP pension fund is considering a buyout to a Dutch insurer for its Belgium-based DB accruals