All performance articles
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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
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NewsPrivate markets allocations reach new high, says Aviva Investors
72% of DC funds globally agree that adding private markets assets to accumulation portfolios ‘will deliver better performance outcomes for members’
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NewsPension Schemes Bill debate in House of Lords highlights scale mandate concerns
Members of the House of Lords question £25bn scale requirement, arguing that compulsion could stifle innovation
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NewsDAX pension funding hits record 93% as liabilities shrink
Pension assets at DAX firms rose by €12bn, from €261bn to around €273bn year-on-year, despite a volatile year in financial markets
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NewsSwiss pension funds weigh FX hedging as risk appetite rises
Rising equity allocations and a softer dollar are forcing Swiss pension funds to rethink how tightly they hedge FX
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NewsUK pensions industry ‘does not recognise’ populist party’s LGPS claims
Reform UK claims that inadequate performance is costing LGPS £8bn to £10bn annually
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NewsESG data doesn’t help investors make better risk-return decisions – study
Scientific Beta’s out-of-sample research also finds that financially optimal use of ESG information entails a degree of tilting towards ESG laggards
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NewsESG proposals shape companies’ subsequent environmental, governance performance
Influence, which isn’t present for social issues, is apparent even when resolutions aren’t successful
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NewsMajority of UK fiduciary managers produced ‘average’ returns over 2024
Fiduciary managers are adjusting tactical equity allocations following the introduction of tariffs
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NewsLower-carbon bond portfolios outperform benchmarks, finds research
Analysis findings bring into question the legitimacy of having carbon-intensive corporate credit portfolios as the default, says Ulf Erlandsson, AFII’s founder
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Opinion PiecesViewpoint: How should institutional investors insulate from poor private equity performance?
2024 was by many measures another poor year for private equity. Against the backdrop of flat industry assets under management and falling capital raised, annual exits have now fallen to 50% of the levels seen in 2022. Cash distributions, aided by a range of financial engineering techniques rather than true ...
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NewsGreen equities outperformed since 2008 but with volatility – report
The group says investors should focus on emerging areas like climate adaptation for future opportunities
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AnalysisAre investors mis-valuing corporate sustainability?
‘Valuation techniques are evolving and starting to integrate more information than they did in the past,’ says professor
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NewsAPG AM chief vows improvement after ‘below standard’ 2024 returns
The Dutch asset manager’s actively managed concentrated portfolios especially underperformed, posting returns less than half of those of their benchmarks
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NewsPortfolio managers rank green, social issues at bottom of performance drivers
Study offers ‘reality check’ and guidance for asset owners wanting to boost sustainability performance
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NewsFunding ratios of German corporate schemes hit unprecedented level
The funding ratio of pension plans of DAX companies improved to 84%, similarly, the funding ratio for pension plans of MDAX companies improved to 84.8%
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NewsChanging macro environments lead to asset allocation shift for SWFs
SWFs are actively reassessing their asset allocation strategies, seeking to reduce their exposure to duration risk, says Invesco report
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NewsIrcantec adds ESG criteria to fiduciary agent variable pay
Plans to adopt biodiversity policy this year, and launches social bond fund
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NewsPFZW reports underperformance of SDG investments
Management fees for the Dutch healthcare scheme’s actively managed SDG equity mandate are also significantly higher
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NewsFinancial performance linked with portfolio companies’ sustainability efforts, study finds
Researchers identified 900,000 ways of supporting the SDGs, but some drove performance more than others
