Investor Strategy – Page 4
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NewsIndustriens enters joint Danish pension fund bid to build army barracks
The €34bn labour-market pension fund cites good prior experience with PPP model as reason for seeking new investment opportunity
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NewsBorder to Coast notes improved engagement among managers that left CA100+
Tim Manuel, the investment pool’s head of responsible investment, said underlying engagement among managers who exited CA100+ has improved in some cases
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NewsAP7 loses patience with Tesla’s labour conduct, divesting €1.2bn
Swedish pensions giant set to make more climate exclusions as a result of upcoming policy change
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AnalysisSwiss pension funds brace for prospect of negative interest rates
Swiss National Bank urged to avoid policies that make pension funds collateral victims of strategy aimed at weakening Swiss franc
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NewsAon recommends halt in US investments as capital shifts to safer havens
Aon says German corporate schemes should consider hedging currency risks against the US dollar
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NewsSmart Pension commits 15% of default fund to private markets
The new commitment exceeds the 10% commitment to private markets agreed under Mansion House Accord
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NewsNorway’s SWF rejects ethical council’s advice to ditch €2bn Rio Tinto stake
NBIM blacklists another Israeli company for facilitating the West Bank settlements
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NewsUK’s TPT to launch collective defined contribution pension fund
Authorisation for the multi-employer CDC fund is expected by the end of 2026, with TPT also planning bespoke single-employer CDC schemes for larger businesses
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NewsOslo professor to lead new GPFG panel with active management review role
Karen Helene Ulltveit-Moe picked to chair three-strong SWF council established to help ministry decide how NOK18.7trn fund should be run in future
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NewsGerman pension funds turn to Asia due to concerns over US assets
SOKA-BAU aims to increase its overall allocation to Asian assets to 35% of its total portfolio, up from the current 12.7% level
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Special ReportImpact investing evolves amid strong demand
Private credit is attracting the attention of investors with impact objectives, while strategies in public equities have a clearer framework to lean on
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Opinion PiecesBeyond the ESG backlash – what next for European asset owners?
The US asset management landscape is rapidly transforming, with a re-evaluation of investment priorities shaped by political pressure and regulatory change. For European asset owners this brings both uncertainty and a rare opportunity to achieve strategic clarity, provided they are willing to look beyond the short-term chaos.
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InterviewsTPT’s quest to support UK DB pension schemes
Peter Smith, investment director at TPT, the consolidator of UK DB pension schemes, talks to Pamela Kokoszka about the latest developments in investment management at the organisation
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Country ReportInnovation reshapes the UK pension risk transfer market
Spurred on by improved DB scheme funding, the market has seen both new entrants and returnees
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NewsNordic pensions heavyweights look for silver lining amid limited Q1 losses
ATP’s Præstegaard emphasises importance of guarantees in unpredictable times, while NBIM turns in a small loss for Q1
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NewsPeople’s Partnership builds in-house capability to lead private markets drive
People’s Pension provider will have in-house capability needed to build on ambition to invest 10% of its growth pool assets in private markets by 2030
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AnalysisHow Italy’s first-pillar pension funds are navigating uncertainty
Enpab and Inarcassa have made bold asset allocation decisions to contain drawdowns, while Cassa Nazionale del Notariato is relying on diversification
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NewsAP funds defend Northvolt investment amid domestic media scrutiny
National pension funds have been called before parliamentary committee after the criticism in Swedish television reporting
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NewsItalian private credit-focused DC consortium commits more capital, turns to ELTIF
Progetto Zefiro, the consortium of Italian DC pension funds dedicated to private credit, is making new commitments, to be deployed via ELTIF vehicles
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NewsAllianz halves emissions from corporate portfolio
Update comes as Günther Thallinger warns ‘capitalism will cease to be viable’ in 3°C world
