Asset Allocation – Page 2
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FeaturesIPE Quest Expectations Indicator - April 2025
Since 1900, the US has waged numerous wars but has won only three without allies. This is the sobering background for recent US geopolitical policy moves: changing sides from Ukraine to Russia, interfering in German elections and behaviour at the NATO ministerial meeting.
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NewsAlecta aims to become industry leader in risk management, after review
Swedish pension overtaken by AP7 as Sweden’s largest pension fund
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Podcast#14 Leaders in Investment podcast: Conversation with Günther Schiendl, Chair and Chief Executive Officer of Austria’s VBV Pensionskasse
Günther Schiendl, Chair and Chief Executive Officer, VBV Pensionskasse, in conversation with IPE Editorial Director Liam Kennedy.
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NewsScheme for German dentists fires director
VZB is facing losses after investing in now insolvent insurtech start-up Element Insurance
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NewsVelliv drops active equity, alts teams ahead of new CIO, as strategy turns index
Alternatives chief Christoph Junge surprised when whole alts team was made redundant yesterday; Velliv to cut external manager costs
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NewsGlobal net zero transition forecast remains optimistic post-Trump
The Inevitable Policy Forecast (IPF) transition report strikes a hopeful tone despite climate backlash.
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NewsAMF returns 7.1% after boosting equity weighting, switching up real estate
Swedish blue-collar pension fund produced a 16.3% gain on equities in 2024, with alternatives returning 5%
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NewsIndependent pension funds outperform KLP in Norway’s municipal sector
Pensjonskassen for Fylkene points to disability pensions outlay as a differentiating factor with dominant provider KLP
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NewsItaly’s fund for journalists records lower returns with new strategy
INPGI’s new strategy for the period 2024-2026 will see cutting its exposure to fixed income from 54% to 48%
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AnalysisHow investors can access fairly-priced ‘portable alpha’ strategies
Combining long/short active management with traditional equity exposure, a strategy known as ‘portable alpha’, can generate outperformance, but it needs to be implemented in an innovative and accessible way
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NewsCompenswiss’s 7.33% return helps boost assets by CHF5.5bn
Total assets amounted to CHF46.1bn at the end of 2024, compared with CHF40.6bn a year earlier
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NewsDB to DC switching triggers more non-pension equity investing too, CBS professor finds
‘By shaping their members’ understanding of capital markets, pension funds can contribute to deeper markets,’ says Jesper Rangvid
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NewsHedge fund gains help Varma to 10.2% in 2024; Elo, VER return 8.5%, 9.0%
Weak economic situation in Finland reflected in increasing credit losses due to customers, Elo reveals
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NewsInarcassa re-invests assets in sustainable high yield bonds
The scheme also plans to boost in the next five years its alternative investments by over €900m
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NewsABP to up infra investments in new pension system
In its investment strategy for the new DC pension system, the Dutch civil service scheme will increase the share of private market investments from 20% to 30%
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NewsInflows to Spezialfonds stagnates as investors eye direct fixed income allocations
Spezialfonds also failed to record higher inflows year-on-year in 2024 from retirement benefit schemes
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NewsDNB scheme ups risk in new Dutch pension system
The pension fund of the central bank will drastically cut its government bond exposure and increase its risk profile
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NewsUK master trusts push illiquid allocations into domestic markets
Majority of providers looking to scale up illiquid investment will do so using external managers, says Isio
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NewsGold market, equities up returns for Migros Pensionskasse
The scheme saw assets under management go up by CHF1.2bn year-on-year in 2024 to CHF29.4bn
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NewsFonchim’s sub-fund records return over 10%
Sub-fund ‘Crescita’ returned 10.32% last year, just above its benchmark of 10.11%, surprisingly facing low volatility during the year
