Strategy
Get the latest news on pension fund and investor strategies, plus in-depth analysis of industry successes and tactical U-turns
Latest news
Pension Fund Achmea places SpaceX on exclusion list
New ESG assessment prompts Pension Fund Achmea to exclude SpaceX while pursuing engagement
Dutch pension fund picks Van Lanschot Kempen for €1.25bn fiduciary mandate
Plus: Border to Coast picks AllianceBernstein for equity alpha fund
Asset owners underuse mandates to drive engagement, says new guidance
IIGCC report encourages asset owners to weigh climate stewardship as a determining factor for manager selection
Italy’s Covip shifts pension fund levy to assets under management
COVIP, the Italian supervisor for the pension fund industry, is introducing a new contribution structure to fund its supervisory activities
IPE DACH Briefing: German unions push mandatory workplace pensions
The German Trade Union Confederation (DGB) supports compulsory workplace pensions, co-financed by employers
VER’s Suhonen: ‘Markets have a way of looking past conflict and recovering’
Antti Suhonen has taken the helm at Finland’s €25.7bn state pension buffer fund after three decades in London’s financial markets
Nordic pension funds embrace AI for efficiency and insight
Major Nordic pension funds are rapidly adopting artificial intelligence to achieve cost savings, improve performance and gain insights, though concerns remain about data privacy and ethics
IPE Nordic Briefing: Nordic pension funds on Arctic protection
Nordic pension funds – Danish ones in particular – made their voices heard on Arctic protection following EU Commission’s position on oil and gas
Pension funds weigh US tech dilemmas as SpaceX IPO looms
Most asset owners are taking a cautious approach to this week’s SpaceX IPO, which has been described as a ‘question of faith or discipline’
VER’s Suhonen: ‘Markets have a way of looking past conflict and recovering’
Antti Suhonen has taken the helm at Finland’s €25.7bn state pension buffer fund after three decades in London’s financial markets
#29 Leaders in Investment podcast: Rasmus Bessing, Co-Chief Investment Officer Responsible Investments and Investment Products, PFA
In conversation with Liam Kennedy, Editorial Director, IPE
New game in town: Total portfolio approach
The debate about whether total portfolio approach will supersede strategic asset allocation is far from over
Pension funds should not dismiss TPA out of hand
Since the mid-2000s, an influential group of asset owners and investment practitioners has advocated for a total portfolio approach (TPA) in investment.
Asset allocation: on the offensive
Many European pension funds are reviewing their allocations to the defence sector as they seek to recalibrate ESG criteria to embrace national and European strategic resilience.
PME credits ESG filters for equity outperformance despite benchmark lag
Dutch pension fund says ESG screening enhanced equity returns, despite underweight to US technology
AP7 excludes 600 companies in response to ‘unpredictable world’
Swedish pension fund said that current geopolitical and economic uncertainty had prompted a rethink of its strategy
New game in town: Total portfolio approach
The debate about whether total portfolio approach will supersede strategic asset allocation is far from over
CPP Investments embraces TPA to maximise long-term results
With C$780.7bn (€483.4bn) of AUM, CPP Investments is the largest investor for retirement income in Canada and has a reputation for advanced investing thinking and portfolio management
TPA enables NZ Super to scan broader investment horizon
As part ot its commitment to a total portfolio approach (TPA), the New Zealand sovereign wealth fund has implemented a new long term-aligned risk allocation framework
PME credits ESG filters for equity outperformance despite benchmark lag
Dutch pension fund says ESG screening enhanced equity returns, despite underweight to US technology
Dutch transport fund lifts US equity allocation despite peer retreat
Vervoer increases US equities, defying peers while reviewing active strategies after prolonged underperformance
ESG exclusions depress ABP returns
The Dutch civil service scheme’s newly developed markets equity index strategy returned 1.7 percentage points less than the global benchmark
NBIM beats benchmark in Q1, as three of SWF’s four asset classes contract
Norway’s giant SWF takes -1.9% hit on investments in the first quarter, with only unlisted real estate in positive territory at end of March
APG’s active equity strategies underperform benchmark by almost 7%
The pension asset manager posted a negative return on its actively managed listed equities strategy in 2025, underperforming its benchmark by 6.9%
Border to Coast launches £2.6bn global multi-factor equity index fund
The proposition was launched with support from five of its partner funds: Tyne and Wear, Lincolnshire, Cumbria, Bedfordshire and Warwickshire
PGB switches to fully passive equity investing
The Dutch multi-sector scheme has concluded it is ‘difficult’ to achieve lasting outperformance in liquid markets
Northern Trust AM scoops up APG quant quartet
The team had been made redundant as APG terminated its quant strategy offering last year
Dutch funds scoop up short-term swaps amid DC transition
Pension funds need fewer long-duration hedging and more shorter-duration swaps to hedge interest rate risk in the new pension system
UK pension funds PPF and USS on LDI and fixed income risk management
The PPF takes a dynamic approach in its LDI portfolio, while USS’ head of fixed income outlines the scheme’s globally diversified rates hedge
Rising rates wipe out asset gains as Dutch pension returns fall to -2.9%
HAL pension fund, the €166m pension scheme of the owner of FD Mediagroep (IPE’s parent company) returned 14%
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