Investment Strategies
In-depth reporting on investment strategies for our pension fund and asset management readers from IPE’s award-winning journalists. Covering active investing, passive investing, factor investing, liability-driven investing and smart beta strategies.
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News
M&G and Dai-ichi Life launch ambitious long-term strategic partnership
M&G to become preferred asset management partner for Dai-ichi Life Holdings in Europe
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News
Aon recommends halt in US investments as capital shifts to safer havens
Aon says German corporate schemes should consider hedging currency risks against the US dollar
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Interviews
Systematica Investments CEO Leda Braga on the hedge fund's strategy
‘Ten years ago, we were the nerds, the geeks, and nobody was interested’
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Features
The scarce commodity of active management skill
Active management skill remains elusive but it can be identified by means of effective analytics, with common attributes such as trading skill and concentrated portfolios
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News
IIGCC launches climate resilience framework consultation
The framework aims to help investors mitigate potential financial losses from climate impacts while leveraging sustainability and resilience opportunities
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Asset Class Reports
LP perspectives: European pension funds on private credit strategies
Two European pension funds detail how they are tapping into the private credit market at a time of exponential growth and heightened volatility
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News
EU advised to develop ‘checklist’ for investors grappling with climate plan evaluations
PSF said the checklist ‘should be based on existing EU sustainability transparency requirements, and should not lead to additional reporting for companies’
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News
Fondo Pegaso and Previambiente invest in Italy’s infrastructure FoF
The FoF infrastructure aims to fundraise €500m through capital allocated by pension funds
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News
Carne research reveals booming demand for private market assets
Demand is being driven by a growing appetite for illiquid investments among UK and European DC pension schemes
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News
Carmignac launches private markets strategy
Carmignac Private Evergreen marks the firm’s entry into managing private assets
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News
Aviva adds venture capital capability to rebranded private markets business
Latest move comes as Aviva Investors continues to expand its private markets offering to meet evolving demands of investors
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News
Germany decides against immediate fossil fuel exit for €53bn government pension investments
Government will steer investments to reduce greenhouse gases emissions and CO2 intensity, in line with national and international agreements on climate, to transition to a net-zero economy
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News
Italy’s Foncer reviews investment strategy to bolster private asset allocation
Foncer has reviewed the limit for investments in its Bilanciato sub-fund, that invests in private assets
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News
Border to Coast bolsters investments in climate solutions in push to achieve net zero
The pool has seen emissions from its portfolios fall 58% on 2019 levels
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News
Italian pension fund revises strategy to invest in tech start-ups
The new strategy will focus on Alternative Investment Funds (AIFs) for venture capital investment in small companies and start-ups -
News
PRI launches new three-year strategy
UN-backed body will distinguish between members’ investment objectives and pare down burdensome reporting requirements
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Interviews
Thematics Asset Management’s CIO on themes and investment challenges
Out of the 19 boutiques businesses belonging to the Natixis Investment Management franchise, Thematics Asset Management is by no means the smallest, but it is not exactly a juggernaut, managing €3.3bn of assets at the end of last year. Yet, it is actively contributing to what could be a crucial evolutionary step for global investors.
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News
Swiss APK to review investment strategy, sustainability approach
The scheme plans to cover further asset classes with existing sustainability strategy
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Opinion Pieces
Active management is back on the menu for US pensions
Rising rates and market volatility are forcing US pension funds to rethink their approach to passive and active investing. They are realising that their US stock portfolios are not diversified enough to help protect against a correction. But change may not come so fast.
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News
Mercer report reveals asset owners set to increase private markets allocations
Large asset owners confident their portfolios remain resilient despite market turbulence