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.
-
NewsMubadala ruling offers roadmap as lawyers target BVK’s US property losses
Lawyers cite Mubadala precedent as they seek damages and deeper scrutiny over BVK’s troubled US property investments
-
NewsFull dollar hedge, US equities underweight shines ATP’s 2025 return
Danish statutory pension scheme admits being unable to maintain purchasing power of pensions
-
AnalysisIPE UK Briefing: Pensions Bill progress and regulatory moves
Plus Value for Money and LGPS consolidation
-
NewsAkademikerPension uses repo innovation to boost risk, return potential
Danish pension fund CIO says rationale for levering up came down to the characteristics of the scheme members
-
NewsE.ON UK pension fund appoints Schroders Solutions as principal investment manager
Schroders Solutions has overall control of the group’s investments, both through direct asset management and by appointing external investment managers
-
NewsBPL Pension to allocate €1bn to impact investments
The €25bn pension scheme for the agri- and horticultural sector will invest 80% of the new portfolio in private debt and 20% in private equity
-
NewsFormer German dentists’ fund director ‘abused his position’, court rules
According to the court, Ralf Wohltmann ‘deliberately placed himself in a conflict of interest’ by holding dual positions
-
NewsAustrian funds turn to European, small-cap equity to cut US concentration risk
The outsized influence of the so-called Magnificent 7 has reinforced the case for broader equity diversification among Austrian pension funds
-
AnalysisIPE Netherlands Briefing: Another 24 funds convert to defined contribution
Plus: Pension funds divest from US assets; PME withdraws €5bn mandate from BlackRock
-
NewsNegative 2025 returns for Dutch pension funds
Funding ratios rose, however, thanks to rising interest rates
-
NewsNorway’s SWF manager sees increased risk of AI correction
GPFG returns 15.1% in 2025, with equities and unlisted renewable energy infrastructure leading gains
-
NewsAll that glitters: Swiss pension funds raise gold exposure
Swiss pension funds boost gold allocations, seeking protection from geopolitical shocks, market volatility and fading trust in US assets
-
NewsAustrian pension funds post solid 2025 returns ahead of upcoming reforms
However, average returns came in at 4.88%, down from 7.77% in 2024
-
NewsIcelandic pension majors eye merger, creating biggest pension fund with €15bn
Pension Fund of Commerce and Birta agree to explore feasibility of merging, increasing operating efficiency
-
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
-
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’
-
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
-
Country ReportRisks mount for Swiss pension funds’ AT1 bond portfolios
These bonds remain marginal in Swiss pension funds’ portfolios, but some retain their holdings despite growing default risks and potential future legal battles
-
Country ReportPensions in Switzerland report 2026: Swiss franc strength forces domestic pension funds to adopt costly hedging strategies
The Swiss franc is seen as a safe haven in times of trouble, but its strength causes problems for the country’s pension funds
-
InterviewsLyes Arezki outlines UMR's theme-based approach to portfolio construction: ageing and wellness
Lyes Arezki, investment manager for private markets at France’s UMR, sets out the pension provider’s approach to portfolio construction and private markets
