Asset Allocation – Page 7
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NewsATP’s first-half return held back by gearing cost, bond yields
Describes return as “expected and generally acceptable in view of market developments”
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NewsATP defends risk-parity strategy via analysis of five investment models
Denmark’s huge statutory pension fund says other standard pension strategies may suit other products - but not ATP’s dual-aim guaranteed product
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NewsInstitutional investors pull €15.7bn from mandates in H1, says BVI
However, investment funds received €28.3bn net in new money in the first half of 2024, according to the association
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NewsUBS pension fund’s assets climb to CHF28.8bn
However, its funding ratio dipped to 121.4%, from 130.0% in 2022
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NewsResearchers propose new home for corporates’ wider emission efforts
How a company exerts broader influence on climate action should be reported in a different track to that for emission reduction efforts within its value chain
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NewsLPPI says replicating ‘Canadian model’ could unlock £16bn for infrastructure
Based on whichever numbers, there is potential for significant additional infrastructure investment ‘hopefully with most of it’ in the UK, says former LGPS Central CEO
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NewsFonchim reviews sub-fund’s strategy picking UnipolSai as new manager
UnipolSai Assicurazioni will manage a €285.94m portfolio, replacing Amundi
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NewsPLSA sets out recommendations to make growth assets more investable
There is a substantial potential to open up the pipeline of assets to attract the investment of pension funds to support UK growth, PLSA says
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NewsGSAM to exit Climate Action 100+
Other major players to have departed the collaborative investor engagement initiative this year include Invesco, JPMAM and SSGA
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NewsMorningstar proxy season analysis: ESG shareholder resolution growth primarily driven by ‘anti-ESG’ proponents
Overall support for ESG proposals stayed flat in 2024 at 23%, with a marked rise in anti-ESG resolutions.
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NewsItalian pension fund revises strategy to invest in tech start-ups
The new strategy will focus on Alternative Investment Funds (AIFs) for venture capital investment in small companies and start-ups -
NewsScheme for Italian psychologists ups private market investments
It has committed €196.8m to private equity and venture capital investments, €98.8m to private debt and €17.4m to infrastructure
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NewsTK Pensionsfonds cuts equity in favour of private markets in new allocation
The corporate pension scheme has also increased its investment target to euro corporate bonds, assigning a new mandate for the asset class
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NewsDutch newspaper scheme triples defence investments
Germany’s Rheinmetall is now the largest position in the European equities portfolio of Pensioenfonds Mediahuis
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NewsBASF Pensionskasse amasses €4.6bn in new fund of funds
The scheme has seen an increase in its allocation to European bonds and global bonds, offset by a decline in emerging market bonds
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NewsGerman church scheme shifts strategy towards bonds in developed countries
As a result, equity investments were cut, particularly European stocks
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NewsFrance’s FRR ramps up equities as investment horizon extended
Pension reserve fund estimates a median €1.8bn in extra value creation by 2033
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NewsChanging macro environments lead to asset allocation shift for SWFs
SWFs are actively reassessing their asset allocation strategies, seeking to reduce their exposure to duration risk, says Invesco report
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NewsBonus Pensionskasse cuts European and EM equities to boost returns
The scheme’s performance benefitted from reshuffling regional equity allocations, with a more robust weight to global equities
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NewsEvonik’s Pensionskasse revamps fixed-income portfolio
For the move, the pension fund held back on real estate and infrastructure investments
