Active investing
In-depth reporting on active investment strategies for our pension fund and asset management readers from IPE’s award-winning journalists.
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NewsAPG AM chief vows improvement after ‘below standard’ 2024 returns
The Dutch asset manager’s actively managed concentrated portfolios especially underperformed, posting returns less than half of those of their benchmarks
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NewsIrcantec invests €800m in customised active global equity solution
Mandate is based on Nordea AM’s BetaPlus Responsible Enhanced Equities Strategies
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NewsSwedish tender for €4.5bn small-cap mandates
Manager search covers actively managed funds in national framework
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NewsFrance’s FRR awards Japanese equity mandates worth €400m
The fund appointed FIL GESTION, Nomura Asset Management Europe, and Lombard Odier Funds for a five-year contract
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InterviewsDenmark’s PFA moves equities closer to benchmark but stays active
Danish commercial pensions heavyweight puts more equity risk into customer profiles, continuing Danish journey to market-rate pension saving
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NewsVelliv drops active equity, alts teams ahead of new CIO, as strategy turns index
Alternatives chief Christoph Junge surprised when whole alts team was made redundant yesterday; Velliv to cut external manager costs
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AnalysisHow investors can access fairly-priced ‘portable alpha’ strategies
Combining long/short active management with traditional equity exposure, a strategy known as ‘portable alpha’, can generate outperformance, but it needs to be implemented in an innovative and accessible way
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AnalysisAsian emerging markets on the rise
Investors are taking note of investment opportunities in Asia in a variety of different ways, as new research shows
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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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NewsSwedish, European small caps to be next group for premium pension tenders
Swedish agency firms up running order of 2025 procurements plan; extends deadline for active global equity tender currently under way
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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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Special ReportPassive investors: price/market reliance and the due diligence question
Towards the end of October 2024, the High Court in London struck out claims for £335m (€402m) being sought from Barclays for misdemeanours dating back over ten years.
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NewsNext year’s Swedish FTN plan includes SEK145bn active IT equities mandates
Fund Selection Agency outlines 2025 procurement plan for four actively managed premium pension fund categories and one index-based
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Special ReportCan active ETFs give institutional investors more choice?
Pension funds are increasingly showing interest in active ETFs for their flexibility, cost-effectiveness and ability to generate value beyond index returns
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NewsPortfolio managers rank green, social issues at bottom of performance drivers
Study offers ‘reality check’ and guidance for asset owners wanting to boost sustainability performance
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NewsSwedish agency extends Swedish equities tender; gives details on global equities
FTN publishes preliminary specifications for actively managed global equity funds, and firms up launch date, specifying month of November.
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NewsSwedish funds agency opens for domestic equities bids in biggest tender yet
Platform reformer FTN invites tenders for more than SEK155bn (€13.6bn) of investment management; aims to halve the number of funds currently on offer
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NewsAllianzGI’s impact private credit strategy reaches €560m at first close
Investors include Allianz, APG Asset Management, the European Investment Fund (EIF), and La France Mutualiste
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NewsAXA IM Alts snaps up European private assets firm CAPZA
Acquisition sees AXA IM Alts enter traditional private equity sector and expand its global debt platform into mid-market direct lending
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InterviewsKPN Pensioenfonds: Active investors by conviction
Caspar Vlaar and Jaap van Dam of KPN Pensioenfonds talk to Tjibbe Hoekstra about the Dutch fund’s belief in active investing, its venture into private markets and its impact strategy
