Investor Strategy – Page 10
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News
Ilmarinen anchors new Amundi climate-focused Europe ETF with €580m
Finnish pensions major edges closer to having all its passive equities tracking MSCI’s Climate Action indices
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News
ESG roundup: Asset owners move to standardise climate stewardship
Plus: Just Climate solutions fund raises $1.5bn in institutional capital; Pension funds slow to invest in biodiversity
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News
Alecta to diversify equities, cut non-Nordic exposure and add indexing
Swedish pensions heavyweight announces first steps in crisis-driven strategy overhaul
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News
PLSA conference panel pushes for ‘outcome-generating’ investments
Any long-term investment vehicle for the UK should be just as attractive to overseas investors as it is to UK investors
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News
PLSA supports UK growth investing, but with focus on best outcomes for savers
TPR calls on trustees to focus on protecting savers
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News
Monaco’s sovereign wealth fund invests in plastic circularity strategy
The SWF invested in Lombard Odier’s new Plastic Circularity strategy which will target key themes including collection and sorting infrastructure
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News
AP7 hands LGIM large active climate-transition equities mandate
Swedish pensions giant says new partnership is first time it has combined a focus on firms able to transition with active ownership
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News
NEST advances into private markets as AUM reach £30bn
‘NEST needed an investment framework in place that could rapidly grow’, says Liz Fernando, NEST’s CIO
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News
Dutch Shell pension scheme reduces risk
The fund increased its interest rate hedge from 30% to 50% in 2022
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News
Tangen defends higher pay for investment staff in unfair dismissal case
CEO of Norwegian SWF manager takes witness stand in Oslo court
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News
Private markets overtake public in financing the real economy, says Partners Group
Partners Group concludes that private markets will attract new entrants, including major established financial groups
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News
Bank losses knock third off Alecta’s return in Q1, figures reveal
Troubled Swedish pensions giant tells IPE controversial US investments cost solvency three percentage points
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News
AP4 slashes transport holdings after green-shift fundamental analysis
Swedish state pension fund divests airlines, shipping, and traditional lorries while buying into US rail and niche players in truck freight
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News
Alecta makes positive return in Q1 despite US bank losses
Financial position deteriorated between January and March but still good, says troubled Swedish pensions firm
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News
Dutch pension funds reluctant to invest in government-led defence industry fund
PME and ABP are responding to a plan of the Netherlands’ Defence Ministry to establish a €1-2bn innovation fund for the defence industry
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News
DACH roundup: WTW warns Swiss schemes to review asset managers, custodians after banking crisis
Plus: DWS starts coal phase-out; German pension funds invest in UN agriculture programme
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News
Ilmarinen anchors biggest ETF launch yet
Finnish pensions giant prompts creation of tracker fund based on new MSCI climate index – switching €1.86bn into new ETF
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News
Norwegian government moves towards adding unlisted equity to SWF
Annual white paper on SWF includes call for more analysis from NBIM on unlisted shares
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News
Climate roundup: Scottish Widows invests £1.4bn in environment and climate
Plus: Carbon pricing is key to combating climate change, says LGIM; Phenix Capital issues carbon neutral metrics
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Opinion Pieces
Banking crisis delivers a lesson on equity strategy
We may never know the precise reasons why the in-house equity team of Alecta, the €105bn Swedish pension scheme, chose to invest in excess of €1bn in risky US banks including Silicon Valley Bank (SVB), much of which has now been written off.