Pension Fund Strategy
In-depth reporting on pension fund investment strategy for our institutional investor and asset management readers from IPE’s award-winning journalists.
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NewsPenSam dials up risk in climate equities with new manager appointment
Danish labour market pension plan appoints new manager as part of a switch to a more active approach
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NewsQuest UK Pension Scheme completes £134m buy-in with Aviva
The deal marks the second transaction between the plan sponsor, flavours and fragrances company Givaudan UK, and Aviva
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NewsAlecta completes post-crisis overhaul, plans to shrink Heimstaden Bostad stake
Swedish pensions giant vows to do whatever the FSA may call for in probes into US bank losses, Heimstaden Bostad
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NewsDenmark’s PBU mulls foray into nature-positive impact investing
‘Climate and biodiversity are acutely connected to social outcomes,’ says pension fund’s alternatives chief Ladegaard
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NewsGerman national standardisation body awards first OCIO mandate to Berenberg, Lurse
DIN awards first outsourced chief investment officer mandate to Berenberg and Lurse
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NewsAMF tight-lipped on possible overhaul as equities leaders change
Hernander joins Swedish occupational pension fund as head of foreign equities in October, as equities chief Oscarsson leaves
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NewsBorder to Coast recruiting for senior roles to deliver on 2030 strategy
Last year, the investment pool’s headcount increased by 12%, growing to 176 as at March this year
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NewsElo acts to protect solvency amid choppy markets
Finnish pension insurers Elo and Varma returned 1.5% and 1.7%, respectively, in the first half of the year
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AnalysisIPE Nordic Briefing: Norway’s sovereign wealth fund under pressure
Plus: Denmark’s PBU sells investments with Israeli links; Danish pension funds see value of investments in defence companies double
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NewsIlmarinen profits from bonds in first half, and tops Keva’s flat return
Municipal pensions giant Keva blames “devaluation of dollar’ for its narrow overall investment loss
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NewsLufthansa lands LDI strategy to €9.14bn portfolio as it builds on bonds allocation
Fixed income allocations rose to 49.7% at the end of 2024 from 37.6%, while equity allocations fell over the same period from 34.5% to 24.7%
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NewsDanica bans 1,700 fossil fuel firms, shifting to ‘transition-ready’ stocks
Danish pension provider draws up long blacklist of ‘transition laggards’ including Shell, Exxon Mobil and Equinor
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NewsBerlin’s prosecutor drills into dentists’ pension scandal
Potential claims for damages are now being pursued against the VZB, the €2.2bn pension fund for dentists in Berlin
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NewsDanish pension funds doubled defence investments in 15 months, IPD shows
Surge in value of defence assets partly due to pension firms increasing holdings, partly due to rising prices for European-listed defence stocks, says lobby group
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NewsRailpen calls on investors to assess AI portfolio risks
The pension fund, in partnership with Chronos Sustainability, developed the AI Governance Framework that translates responsible AI principles into actionable practices
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NewsByblos appoints Payden & Rygel for €190m balanced mandate
The €1bn pension fund for the media sector has awarded a globally balanced mandate to invest in bonds, equities and UCITS funds
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AnalysisIPE UK Briefing: Pensions Review and Pensions Commission
Plus: Next phase of asset pooling; Connecting to the Dashboard; Attractive BPA market
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NewsRailpen picks Neuberger Berman for securitised credit mandate
The mandate primarily invests in securitised debt securities, including collateralised loan obligations, asset-backed securities and mortgage-backed securities
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NewsDow Chemical pension fund gears up for buyout
Several insurance firms active on the Dutch buyout market have shown interest in a buyout of the €2.1bn pension fund of US chemicals giant Dow
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AnalysisIPE Netherlands Briefing: Dutch funds reverse course on active management
Plus: SamCo, the asset manager of most Shell pension funds, will be wound down, and Goldman Sachs Asset Management will be fiduciary manager of six Shell schemes
