Strategy
Get the latest news on pension fund and investor strategies, plus in-depth analysis of industry successes and tactical U-turns
Latest news
Diverging 2025 pension fund returns expose impact of asset allocation
‘Jurisdictions with higher equity exposure benefited more from the strong performance of global equity markets,’ says OECD in preliminary report
Pension funds come together to launch £1bn initiative to back UK scale ups
Railpen, NEST, Border to Coast and British Business Bank are exploring a £1bn fund to expand growth capital for UK science and technology businesses
Global private equity deal count plummets to twenty-one quarter low
KPMG report says mid-year global PE exit volume was ‘incredibly soft’ at 1,315, marking the lowest exit pace in over a decade
PME halves equity risk in run-up to January DC transition
Dutch €64bn pension fund opts to reduce exposure to shares via physical sell-off combined with futures – cheaper than put options used by smaller funds
#31 Leaders in Investment podcast: Chris Hitchen – Chair of the Nuclear Liabilities Fund
In conversation with Liam Kennedy, Editorial Director, IPE
Manor Pensionskasse’s hands-on hedge fund strategy
The €2bn pension fund for employees of Switzerland’s Manor Group has a track record of hedge fund investing of nearly three decades
Quick decision on Almenni’s second merger underlines Iceland’s pension fusion culture
‘The accumulated experience makes it faster and less resource-intensive to assess and carry out the next round of mergers,’ says academic
Italian pension funds eye venture capital and smaller company opportunities
The country’s pension schemes are turning to small and mid-cap equities and venture capital to support the domestic economy as well as diversify assets globally
Italian energy sector pension fund Fondenergia balances risks with returns
The pension fund serving Italian energy sector employees has introduced a life cycle solution for its members and is slowly but surely expanding its footprint in alternatives, through investments in infrastructure, private equity and the Bank of Italy
#31 Leaders in Investment podcast: Chris Hitchen – Chair of the Nuclear Liabilities Fund
In conversation with Liam Kennedy, Editorial Director, IPE
#32 Leaders in Investment podcast: Francois Trausch – CEO and CIO of PIMCO Prime Real Estate
In conversation with Richard Lowe, Editor in Chief, IPE Real Assets
Investors prepare for future equity markets, IPOs, and challenging governance models
Investment strategists and portfolio managers weigh the options for equity investors as tech-driven growth and momentum dominate markets, writes Carlo Svaluto Moreolo
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
Ilmarinen’s equity investment strategy: Handpicking the world’s best stocks
The biggest segment of Ilmarinen’s equity investment strategy is driven by sector-focused active stockpicking
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
APG backs new STOXX ‘investable’ index framework, citing flexibility
Deutsche Börse subsidiary claims manager of Netherlands’ largest pension fund as one of two early adopters of its new IMI framework index product
Germany picks DWS-led consortium for €6bn corporate bond mandate
German public pension reserves will invest up to €6bn in a DWS-managed Paris-aligned European corporate bond fund
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
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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