Pension Fund Strategy – Page 31
-
NewsNBIM to plug gaps and get specific by filing own shareholder resolutions
Governance chief Carine Smith Ihenacho says Norwegian SWF wants to be part of PRI’s strategy setting
-
NewsPassive and sustainable investing in EMD: hard to combine for small funds
EMD had long been considered the last frontier for passive investors, as the asset class was seen as insufficiently liquid and therefore hard to replicate
-
NewsDanish academics propose radical change for €91bn ATP
Rangvid and Ramlau-Hansen say statutory pensions giant not be adequately compensated for the extra investment risk it takes
-
NewsBig bets against market drive excess returns at Norway SWF
‘Contrarian thinking was shorter duration, underweight equities, overweight energy, underweight IPOs,’ says former hedge-fund manager Nicolai Tangen
-
Special ReportPension funds on the record: The benefits of a themed portfolio
European pension funds are increasingly organising portfolios according to ‘themes’. Here are two examples of thematic investing in equities
-
NewsNorway SWF loses 14% on assets in 2022 but stages a rebound in January
For first time, NBIM outperforms in a loss-making year
-
NewsIndustriens 17.9% infrastructure return mitigates negative 2022 result
Danish pension fund says renewable energy infrastructure assets rose in value during the year
-
NewsNorway government must shoulder risks for green shipping investment, says KLP
‘We have the money, and we want to invest,’ says Sverre Thornes
-
NewsPublica looks for real estate equity managers to invest in US, Canada
The pension fund plans to bolster its international allocation to real estate, adding Canada as a new market
-
NewsInterest rate rises propel Dutch pension fund losses to record high
Pension funds in the Netherlands lost some €300bn on their interest rate hedges in 2022, according to estimates
-
NewsATP chief rejects investment strategy change after ‘black swan’ 2022 crash
Guarantees are a necessary part of ATP’s scheme, because it is part of Danish basic pension provision, says Martin Præstegaard
-
NewsNEST and Cushon consider forestry investments
Both investors want to select fund managers that share their values
-
NewsNordic pension funds tilt equity portfolios to value amid high inflation
Persistent high inflation could cause headaches for some providers, due to inflation-linked benefits - but hopes are high for slower price rises
-
NewsIPD calls for swift Danish, EU action on green energy in face of Biden’s rapid rollout
Danish pension funds will make their renewable infrastructure investments in US if Denmark, EU don’t move now, says lobby
-
NewsNorway roundup: Tangen on boards, OPF investment, FSA on strong solvency
At Davos, NBIM chief tells company boards to sharpen up; Oslo Pensjonsforsikring invests in tech firm No Isolation
-
NewsPensionDanmark cites ‘very active’ equities management for avoiding worse losses
Danish labour-market pension fund posts negative returns of 6.5% and 4.3% for under-46 and 67-year-old profiles
-
NewsMN commits €400m to M&G European living property fund
MN, the asset manager of Dutch pension funds PMT and PME, has committed €400m to the newly launched M&G Real Estate European Living Property Fund
-
NewsIndustriens boosts commitment to US climate venture fund
Danish labour-market pension fund cites good collaboration with manager DCVC as reason for committing more
-
NewsATP’s overall risk ‘freezing cold’, says CEO, countering critics
Martin Præstegaard in pre-Christmas post: ‘Following the markets is part of the strategy and a condition for a long-term investor’
-
NewsEnpam and Fon.Te push on with private markets investments
Enpam plans to invest €290m in private equity, venture capital and private debt, while Fon.Te has earmarked €380m for private markets
