Asset Allocation
In-depth reporting on asset allocation for our pension fund and asset management readers from IPE’s award-winning journalists
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NewsVelliv to shift more equities exposure to Europe, after €500m US sell-off
Denmark’s fifth-largest pension fund targets smaller European firms which don’t depend on exports to US
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NewsStronger focus on transition alignment among UK pension schemes
Consultancy also finds that credibility of net zero targets has improved
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NewsPension fund for German auditors and accountants eyes 5% infrastructure new foray
Move is a step in the right direction to having a uniform set of rules across Germany, says WPV
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Podcast#15 Leaders in Investment podcast: Conversation with Tracy Blackwell CBE, Chief Executive Officer of PIC
Tracy Blackwell CBE, Chief Executive Officer, PIC, in conversation with IPE Editorial Director Liam Kennedy.
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NewsInvestors must rethink private markets allocations, says bfinance
Report from consultancy suggests investors ‘must rethink private asset modelling and allocation strategies’
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NewsUS equity value funds must remove more holdings to meet ESG standards
New analysis finds that, on average, value funds face greater challenges in aligning with ESG criteria than growth funds
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AnalysisSweden: What you need to know about the changes to the AP funds
Sweden’s SEK2trn buffer funds system is set for major change as the number of funds shrinks to three
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InterviewsAlecta CEO: ‘It’s taken a lot of blood, sweat and tears, but we are on the right track’
Peder Hasslev’s has made a variety of investment strategy changes, including increasing the holdings in its equity portfolio
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NewsDutch construction sector scheme ups exposure to high-yield credit
The change in allocation is taking place in the run-up to the fund’s transition to a DC arrangement as of 1 January 2026
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NewsKåpan Tjänstepension makes first investment in IFAD sustainable bond
The proceeds of the issuance – SEK900m in total – will be used to finance IFAD’s development projects throughout the world
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NewsSwiss federal railway scheme ups investment in equities while reducing bonds
Last year the pension fund achieved returns of 6.9% and a funding level of 110.8%
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NewsDenmark’s PFA reduces equities overweight ahead of Trump’s tariffs
Copenhagen-based pension fund still sees global economy as strong enough this year to support positive stocks development
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NewsIIGCC launches climate resilience framework consultation
The framework aims to help investors mitigate potential financial losses from climate impacts while leveraging sustainability and resilience opportunities
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Country ReportA long-term view on German institutional investment
A 10-year Spezialfonds analysis of German institutional funds highlights how significantly the institutional investment landscape has evolved
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Opinion PiecesDenmark’s pension funds offer a template for an innovative defence investments play
The tone of Europe’s political debate on defence expenditure has shifted markedly this year. And as former Netherlands defence minister Kajsa Ollongren, put it in a Chatham House Q&A in early March: “The mindset should be ‘war economy’.”
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FeaturesFixed income, rates, currencies: Trump’s tariff announcements weigh on sentiment
As tariff announcements garner huge amounts of media attention, financial market reactions have been muted. Participants are trying to beat off tariff fatigue and assess the best path through all the smoke and mirrors.
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InterviewsE.ON: All charged up to build resilient investment portfolios
Stefan Brenk, head of asset management and pension finance at E.ON, tells Luigi Serenelli about the German utility’s approach to managing its pension assets
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FeaturesIPE Quest Expectations Indicator - March 2025
Political risk has risen to boiling point. Donald Trump’s talks with Russia to end the war in Ukraine, without as much as a Ukrainian presence, left the US without allies or credibility, especially in Europe.
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FeaturesIPE Quest Expectations Indicator - April 2025
Since 1900, the US has waged numerous wars but has won only three without allies. This is the sobering background for recent US geopolitical policy moves: changing sides from Ukraine to Russia, interfering in German elections and behaviour at the NATO ministerial meeting.
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NewsAlecta aims to become industry leader in risk management, after review
Swedish pension overtaken by AP7 as Sweden’s largest pension fund
