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.
-
NewsSwiss pension fund to lower emission targets if global progress lags
The City of Zurich pension fund’s CIO describes the approach as ‘a middle way’
-
NewsLægernes Pension sticks with banking, while PenSam sells
PenSam cites higher regulatory requirements for banking and ‘modest synergies’ with core pension business as reasons for sale to Arbejdernes Landsbank
-
NewsItaly’s largest pension funds outperform in 2024 amid governance overhauls
Enpam surpasses targets, while Cassa Forense posts double-digit returns and Inarcassa boosts private market exposure
-
AnalysisSwiss pensions curb exposure to US dollar assets amid debt, policy concerns
Publica, Switzerland’s largest pension fund, has already underweighted US equities and is currently reviewing its overall investment strategy
-
NewsDutch funds reconsider US equity exposure
While pension funds are yet to make big changes, decisions about strategic asset allocation are expected in the medium and long term
-
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
-
NewsFondo Telemaco reshapes investment portfolio with new managers for €2.4bn
The appointments are part of a broader shift in the fund’s asset allocation, aimed at increasing equity exposure and simplifying its fixed income structure
-
NewsAP Funds still on the hook over Northvolt after political grilling
Spokeswoman for AP2 tells IPE the controversial structure used had been specifically allowed for by legislators
-
NewsP+ joins AP Pension, Akademiker in joint bid for Danish defence project
Each pension fund pledges to invest over DKK100m as part of collective bid project ‘too good not to join’
-
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
-
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
-
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
-
NewsPKA sells quarter of private equity arm to Danish company pledging €1bn
Lars Larsen Group buys stake in IIP after Danish pension fund manager spent time searching for right partner
-
NewsCredit Suisse Pensionskasse pushes real assets allocation target by CHF1bn
The pension fund now holds 51.3% of its CHF17.6bn in total assets in real assets
-
NewsDutch pension funds reduce investment-grade credit exposure in new DC system
Many funds will no longer add investment-grade corporate bonds to matching portfolios, preferring instead bonds with higher expected returns
-
NewsATP on poor showing in Finnish ranking: ‘Does not reflect value creation’
Denmark’s statutory pension fund defends its results after Finnish Centre for Pensions ranks its real returns as lowest
-
NewsUK’s PPF to invest £1bn in infrastructure
DB protection fund will assess quality UK and global opportunities in line with fiduciary duty
-
NewsAsga Pensionskasse to make first foray into private debt
Despite growing international popularity, private debt accounts for less than 1% of assets at the average Swiss pension fund
-
NewsFinnish pension funds outshine international peers on real returns
Denmark’s bond-heavy ATP stands out for comparatively low real returns, in Finnish Centre for Pensions’ analysis
-
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
