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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FeaturesAsset allocation: hard to pick short-term winners
IPE’s latest manager expectations survey finds high net sentiment across most main asset classes as allocators weigh the Trump trade
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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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NewsGerman funds for professionals to apply new asset allocation stress test
Pension funds will pass the test if they have sufficient risk capital to cover stressed assets, and if the funding ratio is at least 100%
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NewsAlecta cuts DB equities exposure by €4bn in consolidation policy shift
Sweden’s biggest pension fund decides to reduce required funding level for surpluses to be transferred to employers
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NewsInvestment in European equities by European asset managers has fallen by a third
Share of listed equities issued in Europe held by investment funds domiciled in euro area has dropped from 37% in 2015 to 27% at the end of last year, says EFAMA
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NewsMigros Pensionskasse outlines riskier strategy boosting real assets, equities
The scheme will increase investments in infrastructure and equities by 2% each
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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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NewsRedesigning the asset allocation map
Geopolitical, climate and societal trends create a new compass to guide capital allocation
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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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NewsEAPF open to using biodiversity credits to bolster natural capital returns
The Environment Agency Pension Fund plans to allocate 4% to natural capital and set a 17% target for climate solutions
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InterviewsHypoVereinsbank pension funds: Searching for sustainability in private markets
Markus Schmidt, director of asset management for the pension funds of Germany’s HVB, talks to Carlo Svaluto Moreolo about the schemes’ combination of strict liability and risk management with a broad growth portfolio and sustainability focus
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AnalysisNew research sees private markets investing entering a new era
New research charts the emerging and varied demands of private markets investors
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FeaturesFixed income, rates, currencies: All eyes on Trump’s return
With the Republican Party now in control of both Senate and House, the leeway that President-elect Donald Trump will have to enact his pre-election policies could be considerable.
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FeaturesThe effect of behavioural biases on active investment portfolios
It has been become apparent in recent years that behavioural finance has important things to say about how investors make decisions.
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Country ReportSweden's buffer fund AP4 considers doubling allocation to defensive equities
An overhaul of buffer fund’s dynamic normal portfolio is already under way in a bid to adapt to greater global uncertainty
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FeaturesIPE Quest Expectations Indicator - December 2024
Bond expectations falling, equity mostly flat
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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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NewsLGPS Central launches sterling investment grade credit fund
The fund was developed in response to discussions with West Midlands Pension Fund, which provided £650m in seed investment
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NewsItaly’s CDC scheme to invest €1.1bn across equities, bonds, alternatives
The scheme will invest 72.4% of the €1.1bn planned for next year in bonds, 4.5% in equities, and 23.1% in illiquid alternatives, including real estate
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NewsFondo Espero picks Eurizon to run new ‘Dinamico’ sub-fund
The pension fund has set up the new ‘Dinamico’ option for riskier investments, in addition to a life cycle investment option
