Strategy
Get the latest news on pension fund and investor strategies, plus in-depth analysis of industry successes and tactical U-turns
Latest news
Asset owners hold course as Middle East conflict raises market volatility
Middle East tensions drive market swings, but pension funds focus on resilience, risk management, and strategy
Germany’s VZB claims previous investments were ‘unlawful’
The German pension fund for dentists is attempting to claw back damages against its €1.1bn loss
Inarcassa turns to alternatives to fast track private markets capital deployment
The fund is targeting a 34% allocation to private markets, compared with 28.2% currently invested
Norway tells SWF to put big-tech concentration risk under microscope
Finance ministry follows up on January’s advice from GPFG’s new expert panel, asking central bank to probe bonds strategy, geopolitical and concentration risk
Home country bias – an asset owner’s take on a persistent debate
Capital doesn’t respond to slogans – it responds to incentives
AkademikerPension adds extra layer of risk
Known as the ‘Jesus of Gentofte’ for its ESG stance, the Danish fund is revitalising its approach to investing. CIO Anders Schelde explains the rationale behind it to Rachel Fixsen
#26 Leaders in Investment podcast: Harold Clijsen, CEO and Anne Kock, Investment Committee Chair and Trustee of Pensioenfonds PGB
In conversation with Liam Kennedy, Editorial Director, IPE
IPE DACH Briefing: Legal disputes intensify for German professional pension funds
Germany’s VZB and BVK are preparing legal cases to claim investment losses
IPE Nordic Briefing: Iceland sees pension fund merger activity
The country’s second-biggest pension fund, the Pension Fund of Commerce, LV, had entered talks with Birta, the number four pension fund, over a potential merger
AkademikerPension adds extra layer of risk
Known as the ‘Jesus of Gentofte’ for its ESG stance, the Danish fund is revitalising its approach to investing. CIO Anders Schelde explains the rationale behind it to Rachel Fixsen
Velliv Foreningen CEO lauds Danish pension system, ponders next step
Over his 40-year career in pensions so far, Lars Wallberg has seen profound changes in Denmark’s pension system
Culture is now too important to leave informal
The institutional investment market needs to consistently evidence its beliefs about culture, argues Bev Shah, co-CEO at City Hive
Iceland’s LV pension fund pulls off major strategy overhaul
CIO Arne Vagn Olsen explains to Rachel Fixsen how Iceland’s second-largest pension fund has fundamentally changed how it operates
Lyes Arezki outlines UMR's theme-based approach to portfolio construction: ageing and wellness
Lyes Arezki, investment manager for private markets at France’s UMR, sets out the pension provider’s approach to portfolio construction and private markets
Sweden’s FTN calls for tenders for €4bn of US, North American equity mandates
In its eighth procurement process, Swedish Fund Selection Agency plans to replace 16 existing fund offerings with just eight
Schroders, JP Morgan among US, UK winners in Swedish FTN’s biggest tender
Big ticket sizes was key in attracting the best asset managers for premium pension savers, Swedish agency says
AP7 to pilot test wider insourcing of SEK1.36trn passive portfolio
Geopolitical situation is one of the reasons behind Swedish pensions giant’s move to bring lion’s share of equities in house
Lazard Asset Management 's Jeremy Taylor: “The shape of the market has completely changed”
Lazard Asset Management makes a strong case for fundamental research and active management, Europe co-CEO Jeremy Taylor tells Carlo Svaluto Moreolo
People’s Pension adds to equity manager roster with £3.6bn EM mandate
Appointing Robeco represents a shift from a passive approach to an active quantitative strategy for UK pension fund’s emerging markets portfolio
Sweden’s FTN calls for tenders for €4bn of US, North American equity mandates
In its eighth procurement process, Swedish Fund Selection Agency plans to replace 16 existing fund offerings with just eight
AP7 to pilot test wider insourcing of SEK1.36trn passive portfolio
Geopolitical situation is one of the reasons behind Swedish pensions giant’s move to bring lion’s share of equities in house
Aon partners with Irish Life to launch €260m emerging markets climate transition fund
The fund launches with an initial allocation of €260m and will be integrated into the Aon multi-asset fund range
NBIM talks up active management success, moves to increase SWF’s risk
Manager of Norway’s sovereign wealth fund tells government active management has been more profitable in last five years than before
Swedish funds agency details upcoming US dual tender, unveils €7bn 2026 plan
FTN says next year’s plan includes procurements for SEK41bn US/North American equity funds, then healthcare/biotech funds and the first fixed income funds category
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 pension funds defy hedge crunch fears in first DC transition wave
Interest rate hedge unwind passes smoothly as first wave of DC conversions avoids market disruption
Dutch pension funds reduce dollar bond holdings
Civil service scheme ABP, the only Dutch pension fund with a sizeable exposure to US treasuries, reduced its allocation by €10bn in 2025
Dutch pensions’ DC switch spurs swap market jitters
Sprenkels warns that volatility could still emerge if multiple funds decide to reduce their interest rate hedges simultaneously
Case study: Caja de Ingenieros Gestion - The rise of smart beta
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.
Smart beta pioneer reignites debate on factor timing
Research Affiliates founder Rob Arnott finds ‘most factors look very cheap’ in a new paper highlighting the attractiveness of many equity factor strategies
Viewpoint: Alternative risk premia strategies stand tall amid turmoil
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?
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