Pension Fund Strategy – Page 9
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Asset Class ReportsCase study: How Australia’s largest super fund diversifies through concentrated portfolios
Mark Hargraves, head of international equities and private equity at AustralianSuper, compares managing concentrated equity portfolios to piloting speed boats
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Opinion PiecesChannelling domestic investment bias in a smarter way
Governments have long orchestrated domestic institutional investor home bias, particularly by drawing investment boundaries to ensure large allocations to domestic assets.
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Opinion PiecesPension funds may see merits in owning few stocks, but concentrated equity strategies carry undue risk
When a small but influential group of pension funds, mostly located in the Netherlands, signals a clear shift away from broad equity diversification and towards more concentrated strategies, it does not go unnoticed.
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Opinion PiecesGovernments are considering imposing domestic mandates to force domestic investment
Over the past 30 years, pension funds have accumulated trillions in pension assets by investing in high-performing global portfolios. Key to their success has been the ability to invest free from government pressures.
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InterviewsPKG Pensionskasse: Investing with discipline and patience
Diego Liechti, the new CIO of PKG Pensionskasse, explains the Swiss pension fund’s investment strategy to Luigi Serenelli as it steps up its exposure to illiquid assets
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AnalysisEuropean pension funds pile into private markets
Institutional investors in Europe are boosting allocations to private credit, despite concerns about the quality of debt deals
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NewsDutch funds for postmen, butchers invest €220m in impact private debt
New Article 9 fund, which consists of two sub-funds managed by Eiffel Investment Group, will invest in impact-driven private credit in the Benelux region and Europe
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Podcast#23 Leaders in Investment podcast: Tom Mergaerts, CEO, Amonis
In conversation with Liam Kennedy, Editorial Director, IPE
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NewsKPMG warns private equity industry faces structural shake-up
KPMG report says firms need to overhaul their operating models to meet evolving investor demands
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NewsGerman auditors’ pension fund monitors rebound in private equity dealmaking
‘We pay particular attention to broad diversification and carefully structured investments,’ says Sascha Pinger, CIO of WPV, the €5bn pension fund
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NewsSwiss pension funds weigh private debt as low yields persist
Some Swiss pension funds explore private debt to boost returns, while others remain wary of risks
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NewsPeople’s Pension diversifies bonds exposure with collateralised loan obligations
Invesco will manage over £260m in AAA-rated CLOs for the UK master trust
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AnalysisIPE Netherlands Briefing: Dutch funds continue Israel stock purge
PFZW and PME divest from Booking.com, Airbnb and Expedia; Dutch pension funds reconsider oversized exposures to the US
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NewsKeva’s outgoing CIO sees storm clouds on horizon for US stocks
Finland’s biggest pension fund recoups some private equity losses in Q3; Veritas posts 5.2% nine-month return
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NewsNBIM to tighten link between climate, risk and investment functions
The move will ‘streamline the link between our ownership and risk-based work on climate change’, says Norges Bank Investment Management
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NewsItalian pension funds back higher private markets cap
Lifting the legal threshold that limits Italian pension funds’ allocations to private markets to 20% of AUM helps funds avoid pressure to liquidate private assets at a discount
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NewsGerman pension funds for professionals ramp up private debt
ÄVWL, the pension fund for German doctors, sees opportunities in private equity, while showing less interest in direct infrastructure equity and direct lending
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AnalysisIPE DACH Briefing: Swiss pension funds hesitate on private equity
Plus: VBL picks AllianzGI and Global Infrastructure Partners to invest in European infrastructure project debt; Increased buyout transactions in Germany
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NewsNEST ramps up private markets push with £500m private equity investment
Cash to be invested via its Schroders Capital private equity mandate
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NewsCometa tenders €1.2bn in active mandates to diversify €11bn portfolio
The €15bn Italian pension fund for employees in the metal industry is tendering a €900m in active bonds and €300m in active equity for its ‘Reddito’ sub-fund
