Asset Allocation
In-depth reporting on asset allocation for our pension fund and asset management readers from IPE’s award-winning journalists
-
NewsFull dollar hedge, US equities underweight shines ATP’s 2025 return
Danish statutory pension scheme admits being unable to maintain purchasing power of pensions
-
NewsAustrian funds turn to European, small-cap equity to cut US concentration risk
The outsized influence of the so-called Magnificent 7 has reinforced the case for broader equity diversification among Austrian pension funds
-
NewsInvestors ask UK government for guidance on sustainable EMDE allocations
Latest report from government advisers calls for clarity on strategic asset allocation and financial risk
-
NewsERAFP brings forward end date for qualified fossil-fuel debt financing
The French fund’s announcement of a tighter fossil fuel policy comes after FRR updates its exclusions for unconventional hydrocarbons and thermal coal
-
AnalysisIPE Netherlands Briefing: Another 24 funds convert to defined contribution
Plus: Pension funds divest from US assets; PME withdraws €5bn mandate from BlackRock
-
NewsAll that glitters: Swiss pension funds raise gold exposure
Swiss pension funds boost gold allocations, seeking protection from geopolitical shocks, market volatility and fading trust in US assets
-
NewsSFDR 2.0 positions green bonds as ‘structural portfolio solution’, says MainStreet
Proposed reforms to the EU’s SFDR framework could see green bonds play a key role in securing sustainable and transition labels without sacrificing diversification
-
NewsSwiss pension funds shift focus on equal-weighted, small-cap equities
Swiss pension funds turn to small caps and equal-weighting to rein in growing global equity concentration risks
-
NewsPrivate markets allocations reach new high, says Aviva Investors
72% of DC funds globally agree that adding private markets assets to accumulation portfolios ‘will deliver better performance outcomes for members’
-
NewsNew Norway SWF council questions tech weightings, sovereign debt criteria
‘Strengthened preparedness’ needed to manage GPFG’s geopolitical risk, advises three-strong permanent panel of experts
-
NewsSwiss schemes tread carefully on private equity continuation funds
Swiss pension funds weigh opportunities in private equity continuation funds while remaining cautious over governance and conflict risks
-
FeaturesAmundi and CREATE-Research 2025 survey highlights the rise of dynamic asset allocation
This insight, which allows new information to guide one’s opinions and plans, has been taken on board by pension plans, as their strategic asset allocation has become ever more exposed to the economic rollercoasters that have whipsawed their portfolios recently.
-
FeaturesIPE Quest Expectations Indicator – January 2026: Equities win managers’ vote
The pessimism around equities prevailing last summer has evaporated
-
Country ReportPensions in Switzerland report 2026: Swiss franc strength forces domestic pension funds to adopt costly hedging strategies
The Swiss franc is seen as a safe haven in times of trouble, but its strength causes problems for the country’s pension funds
-
Opinion PiecesPension funds must resist the weaponisation of asset allocation
Concerns about geopolitics are one of many factors involved in pension funds’ asset allocation decisions - yet they are often overemphasised by outsiders
-
InterviewsIceland’s LV pension fund pulls off major strategy overhaul
CIO Arne Vagn Olsen explains to Rachel Fixsen how Iceland’s second-largest pension fund has fundamentally changed how it operates
-
NewsGreenland’s pension fund to boost home-turf investment
SISA Pension has increased domestic investments over the last few years but cites due diligence as barrier
-
Opinion PiecesTotal portfolio approach is not a quick fix, beware the temptation
Keith Viverito casts a critical eye on the growing shift towards the total portfolio approach
-
NewsArticle 8 funds lead defence exposure increase in sustainable funds
Clarity AI research found that exposure to defence-related activities has risen across sustainable fund categories, including Article 9 funds
-
NewsSwiss pension funds sail through index concentrations with positive returns
Swiss pension funds recorded an average performance of 5.9% last year, corresponding to investment returns of CHF70bn, says Complementa
