Investor Strategy
In-depth reporting on investment strategy for our pension fund and asset management readers from IPE’s award-winning journalists
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NewsVelliv to shift more equities exposure to Europe, after €500m US sell-off
Denmark’s fifth-largest pension fund targets smaller European firms which don’t depend on exports to US
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NewsShell doubles down on LNG plans ahead of shareholder resolution
Investors argue that Shell’s LNG growth plan contradicts the oil major’s climate targets
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AnalysisDutch pension funds hedge equity risk in run-up to DC transition
While some funds have sold part of their equity exposure, more are likely to use options to reduce the downside risks to their listed equity investments
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NewsArkwright warns of AP7’s concentration risk and limited tools to stem downturns
Officially-commissioned report on AP funds criticises AP2 for lacking return target and calls for more resources for buffer funds’ illiquid investment teams
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AnalysisNBIM’s foray into hedge funds fails to impress Norwegian critics
Hedge fund strategies could divert management’s attention from SWF’s core financial operations, warns Oslo professor
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NewsInstitutional investors launch search for biodiversity fund manager
The fund will focus on private equity segments such as venture capital, growth capital, and buyout capital
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NewsSSGA loses more pensions business as AkademikerPension severs link
Danish pension fund says its asset managers ‘must align with our fundamental approach and way we see the world’
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NewsDanish doctors’ pension fund divests China as trade tensions bite
Lægernes Pension sells off €200m of Chinese investments, mainly listed shares
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NewsBrunel Pension Partnership delivers cost savings of £46m
Investment pool shifts focus from cost-saving approach to ensuring value for money
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AnalysisAGM 2025 predictions: DEI battles amid a stewardship ‘recession’
PRI, ShareAction, Morningstar and climate experts share their AGM 2025 predictions and what it means for the future of shareholder engagement
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NewsM&G launches LTAF for UK DC pension funds
The LTAF approval is a significant step in M&G’s ambition to grow its £73bn private markets business
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InterviewsDenmark’s PFA moves equities closer to benchmark but stays active
Danish commercial pensions heavyweight puts more equity risk into customer profiles, continuing Danish journey to market-rate pension saving
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NewsDenmark’s PFA reduces equities overweight ahead of Trump’s tariffs
Copenhagen-based pension fund still sees global economy as strong enough this year to support positive stocks development
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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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NewsBrunel urges UK government to put forward investment proposals for LGPS
Brunel Pension Partnership has deployed £8bn into private markets over the last seven years
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AnalysisTrump’s dream sovereign wealth fund could draw co-investors, if it avoids the pitfalls
Norway’s investment strategy could be ‘far too modest’ for the proposed new US sovereign fund
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NewsTPT Investment Management launches £170m global credit opportunities fund
This is the sixth fund in a series of seven planned launches of new collective investment vehicles, designed by TPTIM for UK pension schemes
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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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NewsTPT Investment Management launches £720m investment grade bond fund
This is the fifth of TPTIM’s seven planned fund launches
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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
