All thematic investing articles
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AnalysisInterview: Elizabeth Fernando on NEST’s new thematic strategy
Sustainability focus underlines NEST’s growing importance as a UK institutional investor
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NewsNEST to invest £5bn in thematic equity fund by 2030
The UK workplace pension scheme appointed Lombard Odier Investment Managers to manage the multi-thematic equity fund
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AnalysisThematic investing set to morph into impact investing
In the second article on a new survey, Vincent Mortier, Monica Defend and Amin Rajan argue that greater granularity in ESG investing is set to boost impact investing
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Asset Class ReportsEquities – Thematic funds tap into future trends
Themes have long captured the imagination of retail investors. Now institutions are showing interest, despite the lack of clear definitions
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Special ReportPension funds on the record: The benefits of a themed portfolio
European pension funds are increasingly organising portfolios according to ‘themes’. Here are two examples of thematic investing in equities
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FeaturesResearch: Thematic investing is set to attract fresh capital
In the second article on the new Amundi-Create Research survey, Vincent Mortier and Amin Rajan highlight pension plans’ interest in thematic investing
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InterviewsAP4: A pension fund investing 40 years into the future
Niklas Ekvall (pictured), CEO of Fjärde AP-fonden (AP4), one of the Swedish buffer funds, talks to Carlo Svaluto Moreolo about building a robust and sustainable long-term portfolio
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Special ReportDC/Hybrid Strategy - NEST
Judge’s comment: “NEST remains at the forefront of the defined contribution market in Europe with its innovative strategies and, predominantly, its risk approach.”
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Special Report
Austria 2015 - Allianz Pensionskasse & VBV Vorsorgekasse
Judge’s comment: “No-nonsense approach and outstanding performance ensure this is the best Austrian Pensionskasse performer in 2014”
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Special ReportClimate Related Risk Management 2015 - Environment Agency Pension Fund
Judge’s comment: “This is very good on all three major counts: decarbonisation, green investments and stewardship. Plus, it is strong on collaboration, too”
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Special ReportEmerging Markets 2015 - Royal County of Berkshire Pension Fund
Judge’s comment: “Wide ranging and well-thought out approach to investing in emerging markets incorporating a broad universe of asset classes”
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Special Report
Diversification 2015 - Bosch Pensionsfonds
Judge’s comment: “Very solid diversification management combining standard diversification in terms of assets, sectors, styles and dynamic monitoring”
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Special ReportESG 2015 - ERAFP
Judge’s comment: “A solid, active and credible policy and implementation, with good transparency and monitoring and a serious approach to climate change.”
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Special ReportIn-house Investment Team 2015 - British Steel Pension Fund
Judge’s comment: “A very convincing entry practically setting the standard in defined-benefit asset liability management and overall investment governance”
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Special ReportInnovation 2015 - Merchant Navy Officers' Pension Fund
Judge’s comment: “A big step to have been able to hedge one of the main liability risks by not allowing itself to be limited by standard hurdles.”
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Special ReportReal Estate 2015 - Merseyside Pension Fund
Judge’s comment: “Highly commendable, especially the relative performance versus peers. To move from bottom quartile to almost top quartile is a fantastic achievement.”
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Special ReportPortfolio Construction 2015 - FRR
Judge’s comment: “A very detailed and well-thought out approach and clear commitment to develop the portfolio further in terms of diversification and risk.”
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Special ReportInfrastructure 2015 - PensionDanmark
Judge’s comment: “Good international as well as reasonable sector diversification, albeit focused on renewable energy, with evidence of being a first mover.”
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Special Report
Risk Management 2015 - Superannuation Arrangements of the University of London (SAUL)
Judge’s comment: “Very strong performance that reflects the clear innovation involved in SAUL’s solid pensions risk management framework.”
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Special ReportSmart Beta 2015 - SEB Pension
Judge’s comment: “Incredibly impressive smart beta programme built on a solid theoretical foundation, while its implementation is cutting edge with outstanding results.”
