Asset Allocation – Page 8
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NewsSwiss Bayer Pensionskasse realigns investment strategy
Allocations to bonds increase, while exposure to mortgages and real estate decrease
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NewsENPAM plans a further €520m investment in private markets
Italian scheme targets domestic private debt, private equity and venture capital allocations
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NewsPensionDanmark reins in equities exposure despite positive scenario
Danish labour-market pension fund blames 2023 underperformance on higher weighting of non-cyclical stocks
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InterviewsERAFP: France’s public sector pension scheme and its key priorities
Susanna Rust talks to Catherine Vialonga, CIO of ERAFP, France’s mandatory additional pension scheme for civil servants, and CEO Régis Pelissier about the fund’s priorities and tactical asset allocation adjustments
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FeaturesContrasting global economic growth fortunes
Economic growth patterns across the world paint a picture of contrasts, ranging from surprisingly robust in the US to soft and struggling in China, with the stagnant euro area narrowly avoiding a technical recession after posting zero GDP growth in the fourth quarter of 2023, following a 0.1% decline the previous quarter.
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InterviewsBiodiversity, the next responsible investment frontier
European pension funds are ramping up their efforts to consider the impact of their portfolios on the loss of biodiversity related to climate change
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NewsVER private assets target unlikely to rise, says CEO
State Pension Fund of Finland grapples with investment strategy implications of new phase of higher outflows
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NewsKENFO underweights oil and gas holdings
It will not provide new financing for infrastructure assets in the oil and gas sector that are not in line with NZAOA targets
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NewsPrivate market investments boost Previmoda’s returns
Project Iris (private equity) and Project Zephyr (private debt) have recorded largely positive returns in 2023
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NewsItalian pension schemes with higher equity exposure outperform, says COVIP
Laborfonds, Fondaereo, and Fopen’s equity sub-funds recorded higher returns in 2023 than peers investing in other asset classes
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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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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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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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InterviewsAlpha at the core: CERN pension fund's investment approach
Elena Manola-Bonthond, CIO of the CERN Pension Fund, talks to Carlo Svaluto Moreolo about the fund’s approach to investing in private markets and the years ahead
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FeaturesIPE Quest Expectations Indicator - February 2024
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
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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
