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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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
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Asset Class ReportsEquities: Active investors keep their eye on the prize
As equity markets enter a new phase after the August 2024 sell-off, institutions are sticking to their long-term active equity approaches
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NewsCFA Institute’s new framework brings clarity to index products
The institute also set out a number of recommendations for investment firms
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NewsSwiss occupational scheme tenders up to CHF1.2bn in bond mandates
The searches are for emerging market debt and US high yield bonds, considering both active and passive options
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NewsDutch company schemes ditch active investing
HAL and Provisum have concluded the additional costs of active investing in equities do not outweigh the benefits
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NewsGlobal active assets drop below 70%
Overall AUM measured across the industry grew 8.6% in 2023, topping €111trn
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Asset Class ReportsEquities: a return to passive safe havens
In an effort to counterbalance an uncertain economic outlook and geopolitical tensions, many institutional investors are avoiding active management
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NewsSwedish agency gives early details of €12.5bn Swedish equities tenders
Funds lobby warns reducing the number of domestic equity premium pension funds offered could harm liquidity on local stock market
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NewsItalian scheme hands over Credit Suisse AM’s mandate to Pictet, Fidelity
Credit Suisse’s portfolio was worth €179m at the end of 2023
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NewsUK’s leadership in sustainable finance under threat, says UKSIF
A new UKSIF report shows that more favourable policies could see up to £100bn AUM shifting towards sustainable finance
