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Inarcassa re-invests assets in sustainable high yield bonds
The scheme also plans to boost in the next five years its alternative investments by over €900m
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Inarcassa to boost alternatives with €900m investment
The boost represents an increase of 6.3% compared to the current allocation level
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Inarcassa boosts domestic investments as 2024 returns exceed expectations
The scheme is increasing allocations in private markets and equities as it records returns of more than 7.6% in 2024
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Inarcassa expects €1.2bn budget surplus as it implements new strategy
Budget surplus is result of income from members’ contributions and expenses for pensions paid, returns on invested assets, and operational costs
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Inarcassa reshuffles global government bond portfolio
The scheme invests €2bn in government bonds, mainly in Italian fixed income
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Pension funds become embroiled in Italy’s banking M&A battles
Cassa Forense, Enasarco, Enpam and Inarcassa face questions over their stakes in Monte dei Paschi di Siena, Mediobanca, and Banco Popolare Milano (BPM)
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Inarcassa to up private markets allocation with private debt investments
The scheme has conducted a new round of investments in 13 new vehicles for total commitments of over €240m
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Inarcassa considers higher exposure to illiquids, infrastructure
The next strategic asset allocation could lead to wiping out liquid alternative investments from the scheme’s portfolio
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Inarcassa grows AUM to over €14bn as bonds, equities rebound
The pension fund for self-employed engineers and architects in Italy recorded a gross operating result of approximately 7.7% last year
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How Italy’s first-pillar pension funds are navigating uncertainty
Enpab and Inarcassa have made bold asset allocation decisions to contain drawdowns, while Cassa Nazionale del Notariato is relying on diversification
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Inarcassa increases investments in Italian private banks to €200m
For 2023 the pension fund plans to increase investments in private markets and real estate
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Inarcassa ups bonds, cuts equities in new strategy
The scheme has also decided to integrate a sustainability element in its latest asset allocation strategy
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Inarcassa hedges equity exposure, resumes private markets allocations
According to the new strategic asset allocation for 2023, Inarcassa is increasing its allocation to bonds by 3%, while reducing equities by 1.5%
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Inarcassa shifts to corporate bonds with higher ESG rating
This summer the scheme recorded returns of -7% amid increased volatility in financial markets
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Inarcassa: Continuous carbon reduction targets
The fund is embracing thematic investments and Paris-aligned benchmarks
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Italy’s largest pension funds outperform in 2024 amid governance overhauls
Enpam surpasses targets, while Cassa Forense posts double-digit returns and Inarcassa boosts private market exposure
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Italy roundup: Inarcassa tilts towards inflation-linked government bonds
Plus: Priamo’s challenges, Previmoda’s returns on equities, fondo pensione Deutsche Bank skips engagement
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Divestment rules for long-term savings plans lead to ‘operational complexity’
Inarcassa asked the tax authority in Italy, the Revenue Agency (Agenzia delle Entrate), to clarify rules on capital repayments made by closed AIFs
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Italy roundup: Inarcassa carries on with private debt allocation
Plus: Journalists fund to invest in real assets; Institutional investors turn to ESG; Fondo Pegaso’s performance
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Italy roundup: Inarcassa rejigs government bonds allocation
Plus: Pension fund returns improve, Fopen seeks fund depositary, Fondoposte elects president, VP, Previp chooses Anima Sgr over BNP Paribas