Strategy
Get the latest news on pension fund and investor strategies, plus in-depth analysis of industry successes and tactical U-turns
Latest news
Danish pension funds post 9% gains in H1 as green products outperform
High equity allocations and unhedged currency exposure rewarded in first six months of 2026, says consultant
ATP evaluators warn of reputational risk for Danish statutory scheme
Trio of experts, hand-picked by ATP for external evaluation of its controversial business model, praise ‘strong investment organisation’ but advise rethink on illiquids, risk levels and better communication
British Coal fund switches in-house model with BlackRock as fiduciary manager
Closed UK pension scheme replaces bespoke in-house investment governance model with BlackRock fiduciary management appointment
Vaud pension fund faces Israel divestment after delegate vote
Delegates at Vaud municipal pension fund CIP approve exclusion of Israel-linked securities after Vevey proposal
Dear CIOs: We need to talk about capital profile
In his latest column for IPE, Dan Mikulskis, CIO at the provider of the £40bn (€46bn) DC master trust People’s Pension, argues that those looking to make investment opportunities attractive to capital need to appreciate the importance of different investors’ capital profile
IPE Nordic Briefing: ATP expert review backs strategy but flags reputational risks
Plus: Alecta appoints CEO; Iceland merger talks lead Nordic pensions news
IPE Netherlands Briefing: PME reports long-term ESG outperformance
Plus: SpaceX prompts ESG questions
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
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
#30 Leaders in Investment podcast: Robert-Jan Foortse – Managing Director European Real Estate, APG
In conversation with Richard Lowe, Editor in Chief, IPE Real Assets
#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.
Dutch GP fund pauses shift to concentrated equity strategy
Market volatility and underperformance prompt the pension fund for Dutch general practitioners to suspend transition to a concentrated equity portfolio
Boutiques: The hidden cost of scale
Consolidation within the asset management world continues apace, but what are the constraints?
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
Dutch GP fund pauses shift to concentrated equity strategy
Market volatility and underperformance prompt the pension fund for Dutch general practitioners to suspend transition to a concentrated equity portfolio
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
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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