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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NewsEthos excludes Tesla shares from own funds raising governance issues
‘Musk is now part of an administration that wants to somehow fight Tesla’s own product, it is a contradiction,’ Ethos CEO Vincent Kaufmann says
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NewsSchroders’ UK pension scheme commits to running on
Scheme plans on harnessing DB surplus for DC contributions
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NewsNEST in talks with managers that exited NZAM, CA100+
Diandra Soobiah, director of responsible investment at NEST, says dialogue around managers’ climate engagement may become less open and consistent
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NewsSwiss schemes nudged to cut fixed income amid low interest rates
From 2014 to 2022, Swiss pension schemes’ allocation to fixed income investments fell from 39.2% to 31.7%
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NewsCEPB holds investor briefing on Goma fighting
CEPB’s Adam Matthews says situation ‘is relevant to all investors who are exposed to supply chains that use minerals from the region’
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NewsSanofi Pension Scheme signs £1.4bn buy-in with Legal & General
All members of the scheme are now insured via buy-ins with Legal & General
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NewsATP launches own external evaluation process; critic rues narrow scope
Danish statutory pensions giant announces former FSA chief will chair panel of otherwise mostly foreign experts to scrutinise its strategy and approach
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AnalysisIPE Netherlands Briefing: First three schemes move to new DC system
Plus: ABP tells its in-house asset manager APG to shed all its other fiduciary clients by 2030
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NewsGerman dentists scheme faces losses on insolvent insurtech start-up
The pension fund is one of the main investors in the Berlin-based start-up, with a 27.14% stake in the company
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NewsCassa Geometri plans €150m private equity investment
The scheme will pursue buy-out and growth capital strategies, investing in primary or secondary markets
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NewsDutch pension giants post solid 2024 returns despite bond market headwinds
Strong equity market returns more than compensated for capricious returns on bonds
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NewsVBL to boost private equity and private debt investments
New allocations will be financed through new premiums and a mix of public equities, gold and cash, says CIO Michael Leinwand
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NewsPrevAer shifts to multi-asset strategy
Eurizon will run the strategy across the scheme’s three sub-funds through Alternative Investment Funds
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NewsFolksam, KPA set 2030 climate targets, highlighting social impact
Swedish pensions group and municipal pension fund subsidiary follow NZAOA requirements to establish 50% emission reduction targets for investment assets
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NewsIceland’s pension funds post 6.5% real return in 2024
Almenni Pension Fund sees mixed outlook, with uncertainty around global impact of new US regime, while earthquakes in Iceland may blight domestic economy
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NewsDutch pension funds divest from Tesla
ABP and Bpf Bouw, two of the largest four pension funds in the Netherlands with over €600bn in assets between them, have sold their shares in Tesla over ESG concerns
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NewsSchroders wins £170m fiduciary management mandate
Mandate involves integrating ESG factors into investment decision for Royal National Institute of Blind People Retirement Benefits Pension Scheme
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NewsAkademiker overhauls equity strategy behind new market-rate product
Danish labour-market pension scheme dials risk levels both up and down within range of AlfaPension profiles
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NewsInarcassa boosts domestic investments as 2024 returns exceed expectations
The scheme is increasing allocations in private markets and equities as it records returns of more than 7.6% in 2024
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NewsThe People’s Pension targets £4bn private markets investment
The independent master trust aims to appoint a private markets specialist and to create a research capability, initially investing in infrastructure and real estate
