Strategy
Get the latest news on pension fund and investor strategies, plus in-depth analysis of industry successes and tactical U-turns
Latest news
Equity weightings surge at Finnish pension funds, with more buying planned
As reform takes effect, Finland’s occupational pension providers have already taken advantage of new leeway to boost risk
German corporate pension funding hits record 90.8%
Improved funding and resilient markets are giving German corporates greater scope to reduce pension risks and secure obligations
French fund selects managers for €1.6bn private market allocation
French public-sector pension scheme ERAFP has awarded nine mandates covering private equity and infrastructure investments worth €1.6bn
BlackRock loses more Dutch pensions business as Recreatie fund picks Cardano
ESG controversies surrounding BlackRock did not work in US asset manager giant’s favour, but ‘were not decisive’, says Dutch pension fund
Germany’s 122 Pensionskassen explore strategic options as pressure to consolidate mounts
Ideas under discussion include mergers, transfer of pension portfolios, shared platforms for administration and outsourcing administrative functions
Swiss pension funds pivot to infrastructure
Concerns about private credit have sharpened the awareness of Swiss Pensionskassen about liquidity and governance issues in private markets
#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
Viewpoint: For European investors, public versus private markets is the wrong question
Kamal Bhatia, president and CEO of Principal Asset Management, argues that investors should instead care about how different exposures interact with each other
Macro focus: are today’s global imbalances a problem?
While macroeconomic imbalances are to be expected in a large global economy, their excessive growth is a significant threat to global stability
#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
Dutch pension fund Mediahuis NL sticks with active management despite rising cost
‘We are convinced it yields better long-term returns,’ pension fund says
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
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%
Copyright © 1997–2026 IPE International Publishers Limited, Registered in England, Reg No. 3233596, VAT No. 685 1784 92. Registered Office: 1 Kentish Buildings, 125 Borough High Street, London SE1 1NP
Site powered by Webvision Cloud