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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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
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NewsDutch pension funds increase short-term holdings
The increased liquidity reserves risk negatively impacting long-term returns, signals regulator DNB
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NewsFondenergia picks UBS AM to invest sub-funds assets
Credit Suisse Italy is replaced by UBS AM in Garantito’ sub-fund and government bonds (excl euro) in its ‘Bilanciato’ sub-fund
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NewsTrump wins: US ‘looking golden’ over the long term, says GAM
Trump returning to the White House raises questions about the fate of the sustainability agenda
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NewsFirst UK pension fund allocates to bitcoin
Adviser Cartwright says it has ‘opened the door for risk-averse pension schemes to benefit from bitcoin’s potential growth’
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NewsItaly’s pension fund for notaries ponders first move into private debt
Cassa Nazionale del Notariato currently has 3-4% invested in private equity and infrastructure funds
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FeaturesSoft landing likely again for US economy
It has been more than a year since the attacks by Hamas in Israel and tensions in the Middle East remain high, with a rising impact on financial market sentiment.
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Country ReportLower interest rates see Swiss pension funds adjust asset allocations
Lower rates are nudging Swiss pension funds to rethink their approach to fixed income and private markets
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Opinion PiecesIs it time to add a new layer to strategic asset allocation?
For years, strategic asset allocation (SAA) has been a cornerstone of investment for pension funds and other institutional investors. Is sustainability a missing ingredient?
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Country ReportSpanish country report 2024: Pension funds eye a new rate environment
Buoyed by strong returns, pension funds have been lengthening the duration in their fixed-income portfolios
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FeaturesIPE Quest Expectations Indicator - November 2024
Donald Trump has profited from climate change, which he believes unimportant, as this year’s hurricane season has so far seen more storms over a wider area.
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NewsDutch pension funds should move to concentrated equity portfolios, says Eumedion
Schemes should also consider nominating a candidate for non-executive boards to strengthen ties with listed companies
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NewsSwiss scheme cuts exposure to insurance-linked securities as climate risks increase
Pensionskasse Thurgau has rebalanced its reduction to ILS by increasing infrastructure investments, which are worth 7.1% of its total assets
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NewsInarcassa to boost alternatives with €900m investment
The boost represents an increase of 6.3% compared to the current allocation level
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NewsVelliv says impact product revamp ‘in theory makes for better returns’
Danish mutual pension provider redesigns ideas behind VækstPension Aftryk, defines four categories of sustainable investment targets, adds asset classes
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NewsLaborfonds tenders eight equities, bonds mandates worth €2.8bn
The deadline for applications has been set for 8 November
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NewsDC transition prompts Dutch tyres and wheels fund to up investment risk
The fund’s risk preference survey among participants shows that younger cohorts are able and willing to take more risk
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InterviewsCassa Nazionale del Notariato: Megatrend investor
Stella Giovannoli, CIO and CFO at Italy’s Cassa Nazionale del Notariato, talks to Carlo Svaluto Moreolo about the efforts to modernise the fund
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FeaturesCan central banks retain their independence?
Over the last few decades, following central bank behaviour has been a rewarding investment strategy. That is why there is now a community of people employed to analyse every word central bank officials utter.
