Latest analysis – Page 7
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NewsHow is EU regulation impacting the green bond market?
ESMA’s report shows that “lower momentum in ESG investing signals a reduced investor appetite for ‘green’ investment products”
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AnalysisHow investors can access fairly-priced ‘portable alpha’ strategies
Combining long/short active management with traditional equity exposure, a strategy known as ‘portable alpha’, can generate outperformance, but it needs to be implemented in an innovative and accessible way
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Analysis10 years of ELTIFs: can they offer pension funds illiquid assets at the right price?
If European productivity and growth are the problem, are European long-term investment funds (ELTIFs) a solution?
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NewsMore governments and their advisers take positions on EU ‘omnibus’
Germany’s Sustainable Finance Beirat publishes opinion and Italy, Finland and the US make their voices heard
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AnalysisBlackRock funds’ voting blunder exposes flaws in stewardship and fund design
Vague stewardship reporting rules and poor design of pooled funds meant BlackRock’s clients did not exercise their influence
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AnalysisIPE Nordic Briefing: Sweden’s national pensions buffer funds to be trimmed down
Plus: ATp on guarantee-based business model; Norway’s SWF returns
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AnalysisIPE ESG Briefing: UK taxonomy: good idea or bad idea?
Plus: European Commission’s omnibus initiative; NBIM on decarbonisation; NEST in talks with managers that left climate initiatives
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NewsSwiss pension funds make the case for gold allocation in bull market
Swiss schemes usually hold between 3% and 5% of total assets under management in gold
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AnalysisIPE UK Briefing: UK consultations to unlock £80bn from LGPS and DC funds
Plus: DB surplus extraction, a new pensions minister, and NEST takes 10% stake in Australia’s IFM
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AnalysisThe DC transition of the Dutch shipping pilots fund: 91 meetings in Q4
The Loodsen pension scheme is one of three Dutch pension funds that made the move to a new DC-based arrangement on 1 January 2025
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AnalysisESMA and SFDR: another looming identity crisis for Europe’s ESG funds?
A redesign of SFDR may bring a new labelling regime after ESMA acted to fill the gap
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NewsSwedish buffer funds take stock after news two will disappear
AP1, the €41.4bn fund facing liquidation after 25 years, ‘will begin implementing the change’, says CEO Kristin Magnusson Bernard
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Opinion PiecesUS pension funds tread carefully on DEI
The new Trump administration will likely see the end of investment strategies and programmes inspired by Diversity, Equity & Inclusion (DEI) criteria
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Opinion PiecesLetter from Australia: why retail super funds are in demand
A three-way battle is currently raging for control of Insignia Financial, the third-largest retail super fund in Australia’s A$4.1trn (€2.5trn) superannuation sector
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AnalysisConcern as UK steams ahead with local pension reforms
Consultation responses highlight what could be an over-ambitious timetable to reform Britain’s giant Local Government Pension Scheme
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AnalysisAsian emerging markets on the rise
Investors are taking note of investment opportunities in Asia in a variety of different ways, as new research shows
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Opinion PiecesA gloomy outlook for German pension reforms
The collapse of Berlin’s ‘traffic-light’ coalition of Social Democrats (SPD), Greens and the liberal FDP late last year brought to an abrupt end a pension reform process that was proceeding slowly but surely.
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AnalysisThe EU omnibus: the start of deregulation in sustainable finance?
Most investors are refusing to discuss publicly how they feel about the Commission’s omnibus agenda
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AnalysisIPE Netherlands Briefing: First three schemes move to new DC system
Plus: ABP tells its in-house asset manager APG to shed all its other fiduciary clients by 2030
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AnalysisIPE DACH Briefing: Germany’s reform zeal to enter unchartered waters
Plus: SPRIN-D calls to deploy capital-funded pensions to support research and development projects; SPD wants to strengthen occupational pensions
