Active investing – Page 2
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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
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NewsDWS avoids using the term 'impact' for its investment products
DWS will continue to consider ’engagement’ as an important tool when discussing sustainability and ESG issues
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NewsSwiss APK to review investment strategy, sustainability approach
The scheme plans to cover further asset classes with existing sustainability strategy
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NewsSwedish funds agency gives peek at terms of next tender
Nordic equities mandates will have tracking error limit of 4% against category benchmark, FTN reveals, but still gives no date for upcoming tender
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Special ReportRound table: Manager selection priorities for 2024
IPE asked eight manager research business leaders: what will be the three most important topics or trends in manager selection over the next 12 months and beyond?
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NewsSwedish funds agency unveils first tender results, most winners are Nordic
Abrdn and JPMorgan are only two non-Nordic asset managers out of six successful bidders for SEK11bn of European equity provision
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InterviewsPension funds hold on to their equities
European pension funds are looking to maintain their equity allocations, despite an uncertain outlook for global growth
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InterviewsABP is too big to be an active investor, says president
The Netherlands’ largest pension fund is switching from an all-active investment strategy to index investing
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NewsSwedish agency outlines next €17bn of premium pension tenders
FTN flags first index categories as next two procurements at end 2023 or early 2024
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Opinion PiecesActive management is back on the menu for US pensions
Rising rates and market volatility are forcing US pension funds to rethink their approach to passive and active investing. They are realising that their US stock portfolios are not diversified enough to help protect against a correction. But change may not come so fast.
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NewsNBIM’s active management limits SWF’s portfolio-wide Q3 loss
Value of Norwegian GPFG falls back on negative investment returns and falling krone
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NewsMercer report reveals asset owners set to increase private markets allocations
Large asset owners confident their portfolios remain resilient despite market turbulence
