Pension Fund Strategy
In-depth reporting on pension fund investment strategy for our institutional investor and asset management readers from IPE’s award-winning journalists.
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NewsSwiss BVK issues €700m infrastructure mandates
A €350m mandate will invest via a multi-manager arrangement, while the other €350m mandate will invest via an unlisted co-investment
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InterviewsAP7 boosts internal management as it reaches quarter-century milestone
Sweden’s DC buffer fund is boosting internal capacity and embarking on a hiring spree as it seeks to adapt to a harsh new investment environment
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NewsP+ taken to task by Danish FSA over private equity risk measurement
Financial watchdog criticises pension fund for failing to document appropriateness of data source behind model to estimate PE risk premium
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NewsATP disappointed as Better Energy restructures
Citing ‘perfect storm of negative market conditions’, Danish renewable-energy firm enters restructuring to rebuild capital base and stabilise the business
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NewsSEI joins forces with PIC to facilitate master trust access for DB scheme members
DB scheme members with DC and AVC arrangements will be able to access the SEI Master Trust
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NewsVerka takes over operational business of German Red Cross pension scheme
Verka will manage close to €4bn by adding the €780m under the Deutschen Roten Kreuz scheme
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NewsATP admits DKK2.3bn investment in Northvolt now worth almost zero
Danish statutory pensions giant’s CEO declines to rule out investing more in stricken battery Swedish firm
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AnalysisDutch doctors fund’s concentrated portfolio a ‘risky strategy’
The risk of missing out on new investment trends is seen as the main drawback of a concentrated portfolio with a buy-and-hold strategy
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NewsDutch inland shipping fund to merge with transport sector fund
Existing accruals will be transferred to Bpf Vervoer on 1 October 2025
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NewsGerman funds for professionals to apply new asset allocation stress test
Pension funds will pass the test if they have sufficient risk capital to cover stressed assets, and if the funding ratio is at least 100%
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NewsAlecta cuts DB equities exposure by €4bn in consolidation policy shift
Sweden’s biggest pension fund decides to reduce required funding level for surpluses to be transferred to employers
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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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NewsAlecta starts arbitration against Heimstaden, claiming agreement was breached
Swedish pension fund argues billionaire Ivar Tollefsen’s investments in new subsidiary went against Heimstaden Bostad shareholder agreement
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NewsClara superfund takes over Wates Group’s 1,500 members
This is the first superfund transaction to be completed by an active business, Clara claims
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NewsMigros Pensionskasse outlines riskier strategy boosting real assets, equities
The scheme will increase investments in infrastructure and equities by 2% each
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NewsInvestors weigh priorities in face of uncertain markets
Selective opportunities in private markets and medium-term risks in the US despite the current post-election bull market
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NewsRailpen strengthens engagement and voting commitments for 2025
Railpen has strengthened voting policy on issues such as shareholder protection and audit quality for 2025 AGM season
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NewsSampension divests China’s Temu on consumer protection concerns
Danish pension fund blacklists company behind online marketplace, citing EU probe into possible rule-breaking
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NewsDutch doctors fund switches to concentrated equity portfolio
The €10bn fund will only keep about 70 companies in a new buy-and-hold approach
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NewsEAPF open to using biodiversity credits to bolster natural capital returns
The Environment Agency Pension Fund plans to allocate 4% to natural capital and set a 17% target for climate solutions
