Asset Allocation – Page 23
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FeaturesConflict and elections set to dominate the investor landscape
Middle Eastern tensions are running high, with violence flaring up across the wider region. Combined with the ongoing attritional destruction in Ukraine, this is impacting world trade, and it seems certain that international conflict will continue to be a source of great concern in 2024.
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InterviewsPension funds hold on to their equities
European pension funds are looking to maintain their equity allocations, despite an uncertain outlook for global growth
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FeaturesRefining how factors impact investment returns
Investment management has undergone a significant transformation with the introduction of environmental, social and governance (ESG) investing. It emphasises a more holistic approach that goes beyond financial returns to assess long-term sustainability.
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NewsGerman Versorgungswerke rethink alternative strategies
Professional pension funds invest €20bn per year and manage assets worth €270bn, investing 40% of total assets in alternatives
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AnalysisMansion House Compact: spotlight on Smart Pension
Smart Pension joined the Mansion House Compact in July 2023 as one of the first signatories, committing to allocating at least 5% of its default funds to unlisted equities
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NewsSwiss schemes face higher national debt in medium to longer term, says Complementa
Plus: Pensionskasssen Monitor published by Swisscanto saw funding ratios of private pension funds increase from 110.1% in 2022 to 114.9% in 2023
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NewsPublica makes first infrastructure investment as part of strategic shift
The fund is pursuing a four-year plan to put the new strategy in place
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NewsTPR publishes private markets guidance for trustees
TPR says trustees who do not have skills or resource to explore diversified portfolios should consider changing governance model or consolidating
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NewsInarcassa grows AUM to over €14bn as bonds, equities rebound
The pension fund for self-employed engineers and architects in Italy recorded a gross operating result of approximately 7.7% last year
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NewsNorthern LGPS considers investment expansion in line with government consultation
Partner funds express a desite to invest in a way that is ‘financially and socially beneficial’ for local areas
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NewsTelecom Italia’s pension fund rules out illiquid investments
The average age of pension members is too high to invest in those asset classes, the scheme says
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NewsPKBS adjusts investment policy to navigate interest rate volatility
To fend off interest rate volatility, PKBS cut the strategic quota it held in bonds
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NewsConcreto broadens investment in private markets
The scheme will invest 5% of the assets held in the sub-fund in alternatives
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NewsAustrian provident funds increase allocation to bonds, equities
FMA’s report also showed that the pension schemes reduced their allocation to real estate
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AnalysisDutch pension funds keep increasing interest rate hedges
Funds increasingly want to protect their funding ratios in the run-up to the pension transition and see an opportunity to lock in rates at current high levels
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NewsFon.Te ups private market investments to €560m
The scheme has invested 70% of the sum in the real economy in Italy through impact-investing strategies
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NewsPFA expects positive 2024 returns after 2023’s bullish stance pays off
Largest Danish pension fund reports 12% customer return, praising its own ‘moderately positive’ equities tactics
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FeaturesWill delayed economic bad news hit the market this year?
Global economic growth was below potential in 2023, but still markedly stronger than the forecasts had been indicating at the start of the year, with the US leading the way and even the likes of Europe and the UK, though hardly stellar performers, posting better than expected economic activity.
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FeaturesNLP can help identify linkages between equity market peers
Natural language processing in AI provides a way to gain insights from unstructured data at scale, allowing access to information across a broad set of investment opportunities
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NewsNorwegian, Swedish professors stick with advice on adding private equity to GPFG
Døskeland and Strömberg say NBIM’s preferred implementation is very similar to their advice
