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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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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Asset Class ReportsCase study: Soka-Bau builds out private equity
Lukas Doerr, head of portfolio management at Germany’s SOKA-BAU, explains the fund’s private equity approac
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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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Special ReportPanel: How can asset managers stay relevant and stand out from the crowd?
Leading asset management consultants on an industry where differentiation of products and services among providers is limited
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NewsM&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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NewsAon 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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InterviewsSystematica 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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FeaturesThe 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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NewsIIGCC 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 ReportsLP 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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NewsEU 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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NewsFondo 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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NewsCarne 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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NewsCarmignac launches private markets strategy
Carmignac Private Evergreen marks the firm’s entry into managing private assets
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NewsAviva 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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NewsGermany 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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NewsItaly’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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NewsBorder 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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NewsItalian 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 -
NewsPRI launches new three-year strategy
UN-backed body will distinguish between members’ investment objectives and pare down burdensome reporting requirements
