Passive investing
In-depth reporting on passive investment strategies for our pension fund and asset management readers from IPE’s award-winning journalists.
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NewsAPG AM chief vows improvement after ‘below standard’ 2024 returns
The Dutch asset manager’s actively managed concentrated portfolios especially underperformed, posting returns less than half of those of their benchmarks
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NewsVelliv finds new CIO in Nordea AM’s private markets chief
Lea Vaisalo will preside over index-based strategy, whose advent involved exit of alternatives, active equity teams
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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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NewsVelliv drops active equity, alts teams ahead of new CIO, as strategy turns index
Alternatives chief Christoph Junge surprised when whole alts team was made redundant yesterday; Velliv to cut external manager costs
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NewsDeepSeek’s arrival increases risk for passive investors
But it provides upside for companies that use AI applications, or are keen to start doing so, according to investment experts
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AnalysisAsian emerging markets on the rise
Investors are taking note of investment opportunities in Asia in a variety of different ways, as new research shows
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NewsLGPS Central reaches £43bn AUM with oversight and stewardship mandate
Partner funds have appointed LGPS Central to provide oversight and stewardship services for over £11bn in passive funds
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NewsVarma trumpets biggest investment yet with €2.3bn in US climate ETF
Finnish pensions insurer invests in Invesco New-York ETF launch, with fund tailored to its own needs
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NewsSwedish, European small caps to be next group for premium pension tenders
Swedish agency firms up running order of 2025 procurements plan; extends deadline for active global equity tender currently under way
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NewsVarma invests €500m in made-to-measure Japanese low-emission ETF
Finnish pension firm’s listed chief says Varma will carry on creating more sustainability products
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Special ReportPassive investors: price/market reliance and the due diligence question
Towards the end of October 2024, the High Court in London struck out claims for £335m (€402m) being sought from Barclays for misdemeanours dating back over ten years.
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NewsNext year’s Swedish FTN plan includes SEK145bn active IT equities mandates
Fund Selection Agency outlines 2025 procurement plan for four actively managed premium pension fund categories and one index-based
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NewsSwedish pensions agency awards €5.8bn of index equity mandates
Handelsbanken, Mercer and Skandia among winners in agency’s second tender award announcement
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NewsSwedish agency extends Swedish equities tender; gives details on global equities
FTN publishes preliminary specifications for actively managed global equity funds, and firms up launch date, specifying month of November.
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NewsSwedish funds agency opens for domestic equities bids in biggest tender yet
Platform reformer FTN invites tenders for more than SEK155bn (€13.6bn) of investment management; aims to halve the number of funds currently on offer
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Asset Class ReportsEquities: Active investors keep their eye on the prize
As equity markets enter a new phase after the August 2024 sell-off, institutions are sticking to their long-term active equity approaches
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NewsRobeco launches three forward-looking climate indices
Asset manager aims to respond to investor appetite for ‘increasingly seeking sophisticated climate indices’
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NewsCFA Institute’s new framework brings clarity to index products
The institute also set out a number of recommendations for investment firms
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NewsSwiss occupational scheme tenders up to CHF1.2bn in bond mandates
The searches are for emerging market debt and US high yield bonds, considering both active and passive options
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NewsDutch company schemes ditch active investing
HAL and Provisum have concluded the additional costs of active investing in equities do not outweigh the benefits
