Asset Allocation – Page 5
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NewsCredit Suisse Pensionskasse reviews strategic investment guidelines
The fund’s bonds allocation was increased, and the duration was extended
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NewsNest Sammelstiftung freezes threshold for private markets allocation
‘The performance was not good compared to listed stock markets due to illiquidity,’ the scheme’s CIO says regarding its private markets portfolio
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NewsAvon Pension Fund backs small caps as outperformance expected
Small caps will outperform S&P in the next 20 years, according to head of pensions at the Avon scheme
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NewsDenmark’s IPD slams EU red tape as pensions money picks US over EU
Allocations to US equities now three times the size of EU ex Denmark weightings for Danish pension funds
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NewsBVV invests €2.5bn in high investment grade bonds to strengthen portfolio
While its allocation to illiquid investments remained unchanged in 2023, the fund’s exposure to equities was cut
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NewsPFZW sells €600m in gambling stocks
The Dutch healthcare scheme decided to divest from the sector following a member survey
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NewsClimate remains core ESG focus for institutional investors, Morningstar finds
Climate, biodiversity, water, and reporting around Scope 3 emissions emerging as material factors in driving investment policy
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NewsDutch construction sector scheme halves emerging market equity exposure
Beijing’s ‘excessive control’ on management of large companies has increased investment risk in emerging markets and depressed share prices in China, says BpfBouw
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AnalysisWill the latest wave of official measures drive ESG investing?
The burden of proof that ESG investing works has increased significantly since 2022
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InterviewsFinland’s Elo doubles down on sustainability
Jonna Ryhänen, CIO of Finland’s €31bn Elo, tells Pirkko Juntunen about strategic asset allocation, investing for change and in-house expertise
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Country ReportSolvency rules continue to hamper Finland’s private pension funds
The Finnish retirement industry hopes that a relaxation of regulations will allow schemes to increase equity allocations
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Special ReportPension funds should seriously consider venture capital
To fulfil their role, pension funds would be well-advised to invest more in European private equity and venture capital
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Country ReportSweden’s AP7 adapts by expanding asset classes and boosting staff numbers
Under new leadership, Sweden’s default fund in the premium pension system is expanding asset classes and personnel
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FeaturesWhy investors should focus on Scope 3 emissions
The investment industry is preoccupied with reducing Scope 1 and 2 emissions in portfolios to meet net-zero commitments. However, this focus will not provide a way to effectively manage climate transition and physical risk.
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FeaturesMarket predicts US soft landing - June 2024
A combination of Federal Reserve chair Jerome Powell’s press conference and a slightly weaker-than-expected US April non-farm payrolls outcome succeeded in flipping the market back to a soft-landing narrative for the US economy. US Treasury bonds rallied sharply, taking other markets with them, while the yen weakened significantly against the dollar before recovering.
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FeaturesIPE Quest Expectations Indicator - June 2024
Trump and Biden are both losing to undecided voters, a group that is now unusually large and may be sensitive to Trump’s legal troubles. Biden’s approval rate is below his score in presidential polls, while Trump’s score is the same in presidential polls and those measuring voters’ opinion of him. In the UK, the Conservatives took another drubbing in the local elections.
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NewsAlternatives exposure drags on returns for Dutch metals schemes
PME has been increasing its exposure to private equity, real estate and forestry
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NewsSwiss pension funds’ index investing climbs to all-time high
Swiss schemes achieved average net returns of 5.1%, with average returns of the best performing schemes standing at 8.2%, according to Swisscanto
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NewsIceland’s Almenni sees Q1 global equity returns boosted by krona weakness
Pension fund reports local currency slide almost doubled foreign equity returns, while most domestic stock prices fell in first quarter
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