Asset Allocation – Page 16
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NewsKENFO plans to invest over €5bn in alternatives to reach allocation target
The fund has 6% of its total assets invested in alternatives, but plans to build up its illiquids portfolio over the years
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NewsGermany’s BVK looks to expand investment grade bonds portfolio
Investment grade bonds have become ‘significantly more attractive’ because of increasing interest rates
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NewsComPlan to look at UN SDGs in private equity, debt investments
The scheme included physical and transitional climate risks in an ALM analysis for the first time last year
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NewsItaly roundup: BCC-CRA pension fund divests from private markets
Plus: Fondo Priamo increases number of members and contributions; Enpaia cuts real estate investments
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NewsGermany's VBL rejigs responsible investment strategy
The pension fund aims to reduce the CO2 intensity in its equity and corporate bond portfolios by 25% by the end of 2025
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NewsCredit Suisse Pensionskasse cuts equity risk while boosting bond allocations to curb losses
Assets under management fell from CHF19.37bn in 2021 to CHF17.40bn in 2022
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NewsILX Fund invests first $400m in Dutch pension money in EM private credit
The Amsterdam-based impact fund, which invests in syndicated loans originated by development banks, is plannning to start fundraising for a second $2bn fund
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NewsInarcassa increases investments in Italian private banks to €200m
For 2023 the pension fund plans to increase investments in private markets and real estate
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NewsPensioenfonds Vervoer doubles real estate investments
The fund has also adopted a new country policy, excluding investments in China and two dozen other countries
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NewsAMF lags Alecta in Q1 returns, but lauds ‘well-diversified’ portfolio
Swedish blue-collar pensions firm made 2.9% January-March return in January
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NewsItaly roundup: Enpam plans to build up global bond portfolio
Plus: Write downs hit Enasarco; Laborfonds sees sign of return to normality
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FeaturesFixed income, rates & currency: Chill winds prompt caution
Although 2022 was a remarkably bad year for bonds and equities, any hopes that 2023 might illuminate a brighter path have already been dispelled as rapidly changing narratives – from recession to boom to fears of a banking crisis – all tossed and turned stock and rates markets. The result was a remarkably turbulent first quarter.
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InterviewsOn the record: A new role for alternative investments for Veritas
The degree of diversification that alternative portfolios typically provide can be less than many institutions think. Veritas has reorganised its alternatives portfolio to deliver better diversification
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FeaturesIPE Quest Expectations Indicator May 2023
Russian air superiority over Ukraine is coming to an end due to lack of equipment. Destroying civilian targets is counterproductive and consumes ammunition. Bakhmut is eating into Russian resources, while Ukraine is being re-armed. History teaches that better technology, rather than numerical superiority, wins wars. But even a lopsided Ukrainian win would not automatically mean peace.
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FeaturesQontigo Riskwatch – May 2023
*Data as of 31 March 2023. Forecast risk estimate for each index measured by the respective US, World and Emerging Markets Qontigo model variants
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FeaturesAhead of the curve: What happened to equity volatility in 2022 and what next?
Something strange happened last year. Expectations about the future level of volatility in US equities – implied volatility – behaved in a very unusual way. In a falling market, the price of implied volatility normally rises because equity falls are associated with a worsening macroeconomic outlook, implying more market risk. Expectations of future volatility therefore increase.
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NewsPrivate markets overtake public in financing the real economy, says Partners Group
Partners Group concludes that private markets will attract new entrants, including major established financial groups
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NewsEvonik pension scheme to hike fixed income investments
The scheme plans a 10% increase in bond investments to 30%
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NewsAP7 to invest 20% of total assets in alternatives
The buffer fund is looking into private equity, infrastructure and real estate
