All articles by Tjibbe Hoekstra
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NewsPME reconsiders BlackRock mandates after NZAM exit
Dutch technology industry scheme wrote to the asset manager as it feels increasingly uncomfortable with “BlackRock’s retreat from responsible and sustainable investing”
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NewsDutch pension giants post solid 2024 returns despite bond market headwinds
Strong equity market returns more than compensated for capricious returns on bonds
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NewsActuary MP Joseph proposes mandatory ballots on Dutch DC conversion
Joseph’s amendment will, together with the one that arranges the extension of the transition period, be discussed on 29 January in Parliament
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NewsDutch pension funds divest from Tesla
ABP and Bpf Bouw, two of the largest four pension funds in the Netherlands with over €600bn in assets between them, have sold their shares in Tesla over ESG concerns
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NewsPGGM disbands advisory council amid row over new investment policy
The pension asset manager also tried to fire its chief economist for criticising the firm’s switch to ‘3D-investing’
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AnalysisDutch DC frontrunners reform their interest rate hedges
In DC, pension funds will only hedge interest rate risk for older participants
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NewsDutch doctors’ fund focuses on Europe in new equity portfolio
The scheme’s new concentrated portfolio only includes 65 companies
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AnalysisWhat you need to know about the Dutch DC pension reform
January sees the first three pension funds transfer to a new DC-based accrual system in the Netherlands; others will follow over the next three years
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AnalysisDutch doctors fund’s concentrated portfolio a ‘risky strategy’
The risk of missing out on new investment trends is seen as the main drawback of a concentrated portfolio with a buy-and-hold strategy
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NewsDutch pension fund appetite for mortgages almost saturated
Most schemes have now reached their target allocation to the asset class, which is also experiencing renewed competition from listed bonds
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NewsInvestors weigh priorities in face of uncertain markets
Selective opportunities in private markets and medium-term risks in the US despite the current post-election bull market
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NewsDutch doctors fund switches to concentrated equity portfolio
The €10bn fund will only keep about 70 companies in a new buy-and-hold approach
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NewsABP buys €2.7bn Dutch mortgage portfolio
Despite the large purchase, the fund will remain underweight mortgages compared to other Dutch pension funds
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NewsAchmea and Sixth Street merge to enter Dutch buyout market
The joint venture comes months after Lifetri, an insurer owned by Sixth Street, pulled out of the Dutch buyout market following a lack of success due to its small size
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NewsGeopolitical conflict tops concerns list for pension funds
To hedge against this risk, funds want to further diversify their portfolios, for example by increasing investments in private assets
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AnalysisIPE Netherlands Briefing: First three funds get go-ahead for DC switch
Plus: BP pension fund is considering a buyout to a Dutch insurer for its Belgium-based DB accruals
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NewsPGGM announces €1.7bn credit risk sharing transaction with UniCredit Bank
The Dutch pension investor entered into a €1.7bn transaction with UniCredit Bank Czech Republic and Slovakia
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NewsPension funds’ assets down by up to 21.5% in climate stress scenario
Losses from the climate transition alone are, however, unlikely to threaten EU financial stability, according to regulators
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NewsABP president named top climate leader in Time magazine
Harmen van Wijnen is the only pension executive in the Time100 Climate 2024
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AnalysisIPE Netherlands Briefing: ‘Early birds’ prepare for DC transition
Plus: GP fund Huisartsen announces its full divestment from fossil fuels; healthcare scheme PFZW sells all listed investments in Israel and other Middle Eastern countries
