Get the latest news on pension fund and investor strategies, plus in-depth analysis of industry successes and tactical U-turns
Governance chief says important for SWF to take legal action where alleged conduct raises big concerns about market integrity
CEPB’s climate action plan focuses on key systemic risks like demand for fossil fuels, corporate climate lobbying, climate finance in emerging markets, says Adam Matthews
‘We currently have more investment opportunities than available cash,’ says ÄVWL CEO Christian Mosel
Swedish pensions default fund describes blacklisting as engagement tool
The Netherlands’ largest pension fund is switching from an all-active investment strategy to index investing
A change in the consensus around the role of offsetting to achieve net zero was one consideration, explains UK master trust Cushon’s director of policy and research
Several large Dutch pension funds are planning to move back into active management while others choose to go passive and further tweak their indices. But these two trends are not as contradictory as they may seem
Early movers in the transition to a new Dutch pension system believe members could gain better benefits than under the old system
Arne Vagn Olsen, CIO of Lífeyrissjóður verzlunarmanna (LV), Iceland’s Pension Fund of Commerce, talks to Carlo Svaluto Moreolo about strategy and the prospects for financial markets
The Netherlands’ largest pension fund is switching from an all-active investment strategy to index investing
To protect beneficiaries of both pension schemes, a precondition for the merger is that the pension funds have at least in principle an ‘equal’ funding ratio
The Singaporean sovereign wealth fund has invested billions in the subcontinent since the 1990s and considers the country under-invested
More and more asset owners are exiting oil and gas. Sophie Robinson-Tillett speaks to some about why, and how, they’re selling out of the sector
USS wants more ‘useful’ ways of assessing climate pathways, while experts at UK pension regulator tell funds to challenge consultants on current results
The Netherlands’ largest pension fund is switching from an all-active investment strategy to index investing
FTN flags first index categories as next two procurements at end 2023 or early 2024
Rising rates and market volatility are forcing US pension funds to rethink their approach to passive and active investing. They are realising that their US stock portfolios are not diversified enough to help protect against a correction. But change may not come so fast.
Value of Norwegian GPFG falls back on negative investment returns and falling krone
Large asset owners confident their portfolios remain resilient despite market turbulence
FTN flags first index categories as next two procurements at end 2023 or early 2024
Rising rates and market volatility are forcing US pension funds to rethink their approach to passive and active investing. They are realising that their US stock portfolios are not diversified enough to help protect against a correction. But change may not come so fast.
Tender is for two passive or enhanced passive corporate bond mandates – one for European and the other for US bonds
As the 5 October deadline passes, new premium pension procurement body starts evaluating tenders
New fund is first using service unveiled by AMX and DWS last year
A majority of North American and Asian investors believe, however, that traditional methods for investment analysis will be overshadowed by AI applications
In 2016, we published a paper titled ‘How can ‘smart beta’ go horribly wrong?’, the first in a series on the future of factor investing and other forms of so-called smart beta. Did smart beta go horribly wrong? Yes and no.
Research Affiliates founder Rob Arnott finds ‘most factors look very cheap’ in a new paper highlighting the attractiveness of many equity factor strategies
On 23 September 2022, Kwasi Kwarteng, the then UK chancellor of the exchequer, announced a £45bn (€52bn) package of tax cuts. The hand-outs, designed to please key voters, were the wrong gift at the wrong time. For several years, the Bank of England had been attempting to end quantitative easing and start putting a higher price on borrowing.
The Houses of Parliament and Cambridge University are two venerable British institutions. But the differences in how they run their pension arrangements illustrate the contrast between the UK-style pooled liability-driven investment (LDI) and a more traditional form of pension investing, no longer as popular in the UK but still common elsewhere.
European pension funds, insurers holding up well despite higher stability risks, says latest risk report from EU pension and insurance watchdog
The Spanish pension provider Caja de Ingenieros Gestion serves more than 215,000 members, predominantly from the Spanish engineering sector, using an investment style based on independent analysis, with a bottom-up approach.
Research Affiliates founder Rob Arnott finds ‘most factors look very cheap’ in a new paper highlighting the attractiveness of many equity factor strategies
While bond and equity markets have been pummeled in 2022, Alternative Risk Premia strategies have at last been able to demonstrate their diversification prowess. Will this year’s performance restore investor confidence in these strategies after the painful results of 2020?