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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NewsGerman pension funds turn to Asia due to concerns over US assets
SOKA-BAU aims to increase its overall allocation to Asian assets to 35% of its total portfolio, up from the current 12.7% level
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NewsNew holistic corporate climate index set to be developed
Mirova and Sweep today announced the firms that will take the new index forward
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NewsDutch pension funds reduce investment-grade credit exposure in new DC system
Many funds will no longer add investment-grade corporate bonds to matching portfolios, preferring instead bonds with higher expected returns
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NewsATP on poor showing in Finnish ranking: ‘Does not reflect value creation’
Denmark’s statutory pension fund defends its results after Finnish Centre for Pensions ranks its real returns as lowest
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NewsAsga Pensionskasse to make first foray into private debt
Despite growing international popularity, private debt accounts for less than 1% of assets at the average Swiss pension fund
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NewsFinnish pension funds outshine international peers on real returns
Denmark’s bond-heavy ATP stands out for comparatively low real returns, in Finnish Centre for Pensions’ analysis
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AnalysisHow Italy’s first-pillar pension funds are navigating uncertainty
Enpab and Inarcassa have made bold asset allocation decisions to contain drawdowns, while Cassa Nazionale del Notariato is relying on diversification
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Podcast#16 Leaders in Investment podcast: Conversation with Barry Kenneth, Chief Investment Officer of the Pension Protection Fund
Barry Kenneth, Chief Investment Officer of the Pension Protection Fund, in conversation with IPE Editorial Director Liam Kennedy.
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NewsDutch funds play hard to get on defence investments
Pension funds in the Netherlands await for government to take first step by providing investment opportunities
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NewsAsset owners throw weight behind bond index aimed at driving decarbonisation
UN pension fund will invest up to $500m using index, which is yet to be launched
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NewsItaly’s Previndai sidesteps defence play despite sector boom
No changes to the strategic asset allocation are expected in relation to the announced European ‘rearmament’ plan, says Previndai
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NewsItalian private credit-focused DC consortium commits more capital, turns to ELTIF
Progetto Zefiro, the consortium of Italian DC pension funds dedicated to private credit, is making new commitments, to be deployed via ELTIF vehicles
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NewsLPFA allocates £250m to pool’s new environmental solutions fund
The investment will go into a newly launched private markets fund focused on decarbonisation
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NewsFunding resilience and strategic reallocation drive German pensions
WTW estimates that DAX companies faced a combined cost of €250m in 2024 to adjust pensions for inflation
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NewsLocal Pensions Partnership launches climate solutions fund
Local government pension plan investment pool sees ‘secular tailwinds’ for climate solutions investing
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NewsSOKA-BAU tweaks strategy as new investment rule comes into force
Construction industry pension fund will increase allocations to infrastructure, private equity, equities, and ‘riskier’ fixed income
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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.
