Strategy
Get the latest news on pension fund and investor strategies, plus in-depth analysis of industry successes and tactical U-turns
Latest news
Weak dollar drags PFZW into loss despite strong credit performance
Dutch healthcare pension fund saw climate transition mandate make a 20% loss on returns
Babcock Pensionskasse adopts defensive strategy amid solvency pressures
German pension fund de-risks portfolio, reduces alternatives and focuses on euro-denominated fixed income investments
In-house teams expand as Italian pension funds deepen alternatives exposure
Italian pension funds expand internal private markets teams as allocations rise and governance demands intensify
Asset owner diversity initiative builds data platform to boost industry action
New platform to offer Asset Owner Diversity Charter signatories opportunity to act on diversity data ‘with new rigour’
Dear CIOs – ESG is in our job description
Dan Mikulskis, CIO of People’s Partnership, sets out how a shift from persuasion to enablement is needed for CIOs to effectively lead the next phase of ESG
#27 Leaders in Investment podcast: Marija Simpraga and Raymond Wright, Co-Heads of Real Assets, People’s Partnership
In conversation with Richard Lowe, Editor in Chief, IPE Real Assets
IPE Netherlands Briefing: Dutch pension fund returns disappoint
Dutch pension funds delivered an average return of -2.9% in 2025 as positive equity returns failed to compensate for losses made on bond portfolios
A return to arms: how asset owners are reevaluating their defence exclusions
Some are ditching all screens, some are introducing stronger restrictions
Efforts to raise trustee standards must preserve what works
Morten Nilsson of Brightwell Pensions on avoiding the onerous requirements that could further shrink the pool of lay trustees
Compenswiss adapts investment strategy to changing outlook for Swiss social security
Frank Juliano, chief investment strategist at Compenswiss, talks about the fund’s new asset allocation choices, as the outlooks of the three social security funds managed by the organisation diverge
Siemens Fonds Invest: A holistic approach to pension management
“We have the goal to scale everything we do” - Heiko Fischer and Erik Macharzina. Interview by Luigi Serenelli
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
Dutch transport fund lifts US equity allocation despite peer retreat
Vervoer increases US equities, defying peers while reviewing active strategies after prolonged underperformance
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%
Swedish funds agency plans launch of €2.7bn healthcare/biotech tender
FTN says comparative returns data for first tracker procurement shows premium pension reform set to deliver average 0.5% point higher returns
Sweden’s FTN holds breath for first appeal from losing bidder
Indecap Fonder reportedly announced its intention to appeal agency’s decision not to award it a premium pension mandate
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%
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
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
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%
Record funding ratios prompt DAX firms to rethink pension strategies, allocations
DAX firms achieved a 2.2% return on pension assets through active management, navigating a challenging economic and geopolitical environment, says WTW
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
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