Investment Strategies
In-depth reporting on investment strategies for our pension fund and asset management readers from IPE’s award-winning journalists. Covering active investing, passive investing, factor investing, liability-driven investing and smart beta strategies.
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NewsCarne research reveals booming demand for private market assets
Demand is being driven by a growing appetite for illiquid investments among UK and European DC pension schemes
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NewsCarmignac launches private markets strategy
Carmignac Private Evergreen marks the firm’s entry into managing private assets
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NewsAviva adds venture capital capability to rebranded private markets business
Latest move comes as Aviva Investors continues to expand its private markets offering to meet evolving demands of investors
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NewsGermany decides against immediate fossil fuel exit for €53bn government pension investments
Government will steer investments to reduce greenhouse gases emissions and CO2 intensity, in line with national and international agreements on climate, to transition to a net-zero economy
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NewsItaly’s Foncer reviews investment strategy to bolster private asset allocation
Foncer has reviewed the limit for investments in its Bilanciato sub-fund, that invests in private assets
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NewsBorder to Coast bolsters investments in climate solutions in push to achieve net zero
The pool has seen emissions from its portfolios fall 58% on 2019 levels
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NewsItalian pension fund revises strategy to invest in tech start-ups
The new strategy will focus on Alternative Investment Funds (AIFs) for venture capital investment in small companies and start-ups -
NewsPRI launches new three-year strategy
UN-backed body will distinguish between members’ investment objectives and pare down burdensome reporting requirements
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InterviewsThematics Asset Management’s CIO on themes and investment challenges
Out of the 19 boutiques businesses belonging to the Natixis Investment Management franchise, Thematics Asset Management is by no means the smallest, but it is not exactly a juggernaut, managing €3.3bn of assets at the end of last year. Yet, it is actively contributing to what could be a crucial evolutionary step for global investors.
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NewsSwiss APK to review investment strategy, sustainability approach
The scheme plans to cover further asset classes with existing sustainability strategy
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Opinion PiecesActive management is back on the menu for US pensions
Rising rates and market volatility are forcing US pension funds to rethink their approach to passive and active investing. They are realising that their US stock portfolios are not diversified enough to help protect against a correction. But change may not come so fast.
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NewsMercer report reveals asset owners set to increase private markets allocations
Large asset owners confident their portfolios remain resilient despite market turbulence
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FeaturesBritain’s LDI crisis: When things nearly fell apart
On 23 September 2022, Kwasi Kwarteng, the then UK chancellor of the exchequer, announced a £45bn (€52bn) package of tax cuts. The hand-outs, designed to please key voters, were the wrong gift at the wrong time. For several years, the Bank of England had been attempting to end quantitative easing and start putting a higher price on borrowing.
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FeaturesResearch: The yin and yang of passive and active investing
Amin Rajan and Sebastian Schiele look at the complementary relationship between active and passive investment strategies
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NewsHayfin smashes fundraising target for €6bn private credit fund
Hayfin now ‘well positioned’ to meet growing demand for private credit in Europe
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NewsEurofer records positive returns for sub-funds in H1
The performance was helped by decreases in inflation and the national consumer price index
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NewsFopen picks BNP, Schroders, UBS for equity and bond sub-funds investments
The scheme has started the process to define its new strategic asset allocation
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NewsDACH roundup: FCA gives go-ahead for GAM takeover by Liontrust
Plus: Universal Investment starts US equity fund with Montrusco Bolton; Ecclesia buys Pension Solution Group -
NewsMajority of DB schemes expect to approach an insurer about de-risking within five years
86% of trustees anticipate their scheme approaching an insurer for a Bulk Purchase Annuity (BPA) transaction within next five years
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FeaturesFX in waiting mode after lively 2022
After a long period of muted volatility, currency markets sprang back into action in 2022 as geopolitical risk and diverging monetary policy came to the fore. This year it is quieter, but markets remain rattled over the unpredictable interest rate scenarios. As a result, many market participants are waiting for a sharper picture to emerge.
