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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NewsNew Norway SWF council questions tech weightings, sovereign debt criteria
‘Strengthened preparedness’ needed to manage GPFG’s geopolitical risk, advises three-strong permanent panel of experts
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NewsAMF splits equities management into domestic, foreign, to boost return chances
Swedish blue-collar pension fund says creating two equities departments will ‘clarify and streamline the work and improve our opportunities to create a competitive return’
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AnalysisDutch 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
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NewsSweden’s Alecta thanks equities, forex hedging for 9.6% 2025 return
‘High degree’ of currency hedging protected value of pension giant’s foreign assets, says CIO Bernengo
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Opinion PiecesTotal portfolio approach is not a quick fix, beware the temptation
Keith Viverito casts a critical eye on the growing shift towards the total portfolio approach
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NewsDanish pension funds lose their appetite for US assets
Selling US Treasuries is not a ‘weapon’, says Copenhagen professor, but the bonds are viewed as having become too uncertain
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NewsSwiss pension funds sail through index concentrations with positive returns
Swiss pension funds recorded an average performance of 5.9% last year, corresponding to investment returns of CHF70bn, says Complementa
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NewsPFA holds off after last year’s US bond exit over Trump
Sampension says poll shows nearly 70% of Danes fear global developments – with Trump in power – will hit their pension savings
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NewsTax incentives push Italian pension funds deeper into venture capital
Regulation on tax-deductible investments has accelerated Italian pension funds’ entry into venture capital
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NewsSwiss pension funds edge towards total portfolio investing
Consultants say pension funds in Switzerland are showing growing interest in the approach, with some already aligning their investment strategies accordingly
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AnalysisIPE Nordic Briefing: Greenland’s only pension fund sticks to strategy
Plus: Sweden’s AP1 and AP4 close down as the reform of the country’s five national pension buffer funds takes effect
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NewsFRR seeks managers for Paris-aligned equity index mandates
Indices to be customised in advance by FRR’s providers and the asset owner will then allocate the indices among selected managers
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NewsBVK members line up lawsuit over failed US real estate investments
BVK has so far disclosed write-downs of €163m for 2024 and has warned of the risk of a further €690m in losses linked to development and renovation projects
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NewsAkademikerPension blames weak 2025 partly on in-house equities transition
Danish pension funds post returns of up to 14% for last year, with US dollar hedging having been crucial for success, according to consultant
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NewsGreenland’s only pension fund holds tight to strategy
‘We cannot navigate purely hypothetical scenarios that we have no chance of predicting the probability of,’ says SISA Pension CEO
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NewsSwiss pension fund sticks to US equities despite concentration concerns
Pensionskasse Basel-Stadt had considered broader geographic diversification, including a potential reduction in US exposure
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NewsGerman dentists pension fund launches lawsuit over €1.1bn investment hole
The case targets ApoBank, audit and consulting firm Forvis Mazars, the city of Berlin, and nine former and current VZB committee members
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NewsMembers demand government rescue as German dentists’ pension fund faces €1.1bn losses
Members of VZB are calling for political intervention and the creation of a special fund to secure dentists’ pensions
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NewsMigros pension fund drops Paris-aligned index over concentration risk
It has switched to a bespoke MSCI Climate Action Index to reduce portfolio concentration while continuing to support the transition to a sustainable economy
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NewsBaFin steps in as German pension fund falls short on management
BaFin says VdW Pensionsfonds was understaffed and unable to guarantee that it would fill vacant managing director position within required timeframe
