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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NewsInarcassa pulls €500m from US equities in portfolio rebalancing
Italian pension funds see Q1 volatility weigh down returns, with sub-funds for Cometa and Pegaso returning negatively
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NewsPension fund investment boosts innovation at Danish unlisted firms, CBS study shows
‘If you impose overly strict limits on how pension assets can be invested, you may restrict the financing of innovative companies,’ professor says
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NewsESG 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
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NewsLocal Government Pension Schemes back Schroders Capital UK venture LTAF
Lambeth pension fund allocation drives Schroders Capital LTAF past £100m, signalling momentum for DC venture access
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Podcast#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
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NewsSiemens Pensionskasse targets direct lending to capture illiquidity premium
The Swiss pension fund refined its investment strategy and improved its risk/return profile following an ALM
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NewsDutch pooled pension schemes HNPF and Stap to merge into €18bn fund
The duo plans to merge in 2027, creating a combined €18bn vehicle with more than 150,000 participants
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NewsSwiss pension funds review currency hedging, avoid tactical shifts
Dollar exposure and gold allocations prompt review of FX hedging, but long-term strategies remain unchanged
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NewsKenfo expands defence allocation amid shifting investor sentiment
Sovereign-style investor Kenfo relaxes defence exclusions as geopolitical pressures and institutional investor demand reshape allocation strategies across Europe
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AnalysisIPE 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
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NewsAsga Pensionskasse shifts towards alternatives to capture new opportunities
Swiss pension fund increases alternatives exposure, cuts bonds, targeting diversification and improved long-term returns
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NewsDanish supervisor calls out Velliv over SFDR disclosures
Finanstilsynet claims Velliv didn’t disclose likely impacts of sustainability-related risks on returns of financial products that it had designated as ‘Article 8’
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NewsElo doubles pace of Finnish unlisted growth bets with €100m push in H1
Finnish pensions insurer posts narrowly positive Q1 return as bonds, property gains offset equities losses
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NewsConsortia drive Italian pension funds’ access to private markets
Italian pension funds expand consortia model, boosting scale, cutting costs and deepening private markets exposure
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NewsDemand for emerging market equities rises among German pension investors
German pension funds increase emerging markets allocations, favouring selective strategies over broad structural shifts
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NewsNEST joins Australian superfunds in search of European private markets deals
A delegation of Australian super funds that includes NEST is seeking investment opportunities in European private markets, starting with France
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NewsNearly half of European assets now run by US managers
‘Europe is quietly losing control over how its capital is allocated’, warn observers
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NewsLD Pensions switches to Federated Hermes EOS for engagement
Danish pensions manager also tightens up exclusion process, and improves systematic follow-up of milestones and dialogue progress
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AnalysisA return to arms: how asset owners are reevaluating their defence exclusions
Some are ditching all screens, some are introducing stronger restrictions
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NewsSwedish pension giants back Stegra lifeline, but accept dilution
Wallenberg-led consortium steps in as green steel startup’s biggest investor, and pension funds AP2, AP4 and AMF all put in more capital
