Latest analysis – Page 7
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Opinion PiecesEurope’s investment challenge: how the Savings and Investment Union can help
Pension funds can be part of the solution to Europe’s problems, but only if the EU progresses smart policy options
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AnalysisDutch pension funds hedge equity risk in run-up to DC transition
While some funds have sold part of their equity exposure, more are likely to use options to reduce the downside risks to their listed equity investments
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AnalysisWhat UK trustees need to know about Pensions Act Section 58B
Trustees have expressed concerns over ‘criminal offence’ assertions in Pensions Act during PLSA investment conference
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AnalysisIPE DACH Briefing: Germany’s historic deal on €500bn fund
Plus: German Association of Actuaries (DAV) warns industry not to lose sight of pension reform; Switzerland’s custodian mandates
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AnalysisNBIM’s foray into hedge funds fails to impress Norwegian critics
Hedge fund strategies could divert management’s attention from SWF’s core financial operations, warns Oslo professor
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AnalysisSweden: What you need to know about the changes to the AP funds
Sweden’s SEK2trn buffer funds system is set for major change as the number of funds shrinks to three
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AnalysisIPE Nordic Briefing: Velliv’s revamp with new CIO and strategy
Plus: Danish government announces an extra €7bn for defence; Alecta’s extensive improvement programme
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InterviewsAlecta CEO: ‘It’s taken a lot of blood, sweat and tears, but we are on the right track’
Peder Hasslev’s has made a variety of investment strategy changes, including increasing the holdings in its equity portfolio
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AnalysisAre shareholders finding it harder to make their voices heard?
A showdown at BP and changes at the SEC suggest companies are feeling empowered to snub investor requests
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AnalysisGermany expects new wave of buyout transactions tipped to reach €60bn
VEDRA Pensions has signed a deal to take over pension obligations of Hauck Aufhäuser Lampe Privatbank, the first in Germany for a bank
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AnalysisAGM 2025 predictions: DEI battles amid a stewardship ‘recession’
PRI, ShareAction, Morningstar and climate experts share their AGM 2025 predictions and what it means for the future of shareholder engagement
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AnalysisIPE UK Briefing: NEST strengthens private markets commitment
Plus: UK pensions consultants suggest there is significant opportunity for smaller pension schemes in BPA market
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AnalysisLGPS pools push back against Rachel Reeves ‘megafund’ plans
ACCESS, Wales Pensions Partnership and Northern LGPS pushed back against government proposals
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InterviewsDenmark’s PFA moves equities closer to benchmark but stays active
Danish commercial pensions heavyweight puts more equity risk into customer profiles, continuing Danish journey to market-rate pension saving
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NewsUK’s FCA identifies multiple valuation challenges for private market managers
The FCA was clear on what it expects firms to do to redress the valuation discrepancies
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Opinion PiecesRetail superannuation funds gain favour
A three-way battle is 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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Opinion PiecesPlan fiduciaries wary of ESG investment criteria after American Airlines ruling
The US is experiencing a period of significant uncertainty across various sectors, including federal regulation of retirement plans. This uncertainty is being compounded by the increasing politicisation of environmental, social and governance (ESG) criteria in investing.
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AnalysisEuropean pension funds react to the anti-ESG backlash
Despite political and market headwinds, European pension funds remain firmly committed to achieving net-zero and long-term climate goals
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AnalysisInvestor groups split over omnibus
WBA says there is a contradiction between the EU’s plan to finance the climate and social transition, while PensionsEurope and EFAMA say omnibus is not a setback
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AnalysisIPE Netherlands Briefing: Funds change asset allocation in new pension system
Plus: BlackRock under fire; 2024 returns
