Investor Strategy – Page 12
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NewsWellcome Trust scrapes 1.7% return but only due to sterling’s slide
Gillard says UK health charity can still meet its £16bn 10-year charitable spend plans
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NewsSkandia invests SEK500m in first bond linked to new SWESTR rate
As long-term investor, Swedish pensions firm ‘appreciates transparency’ of new transaction-based reference rate
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NewsNorges moots general inclusion of unlisted equity in SWF’s universe
Manager of Norway’s NOK13trn GPFG calls for review of mandate - given radical proposals on the table
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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’
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NewsLD posts 8.2% key product loss, says 2023 ‘fraught with great uncertainty’
Clear signs inflation has peaked, says Danish pension fund manager
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ATP, PFA and PKA inject €475m equity for TDC debt refinancing
Danish pension fund trio add more capital to long-term private equity investment, enabling telecoms giant to refinance €1.44bn of bonds
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Varma unveils biodiversity roadmap, prioritising issue alongside climate
Finland’s biggest pensions insurer follow’s Ilmarinen’s lead, says can’t sit back and wait for Montreal summit results
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AMF buys AP1’s stake in Swedish electricity firm Ellevio
Parties tight-lipped on deal price, but the 12.5% stake was valued at €135m at end of June
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Norway’s new northern fund to be separate from sovereign fund, panel advises
Working titles for proposed investment unit are ‘Government New Northern Fund’ and ‘Government Pension Fund Arctic’
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Storebrand dumps four mining stocks in new nature protection drive
Biodiversity crisis requires collaboration with governments, companies and finance, plus better regulations and reporting, says asset management arm’s CEO
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Country ReportNordic region: Norway's wealth fund reassesses investment strategy
Review recommends great flexibility for its investment managers
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InterviewsDelivering pensions ‘like a Bosch’: Bosch pensionsfonds
Dirk Jargstorff (pictured right), CEO of the pioneering Bosch Pensionsfonds, and Christian Zeidler, CFO, talk to Carlo Svaluto Moreolo on the fund’s 20-year anniversary
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Country ReportNordic region: Interview with Richard Gröttheim, AP's outgoing CEO
Richard Gröttheim, AP7’s outgoing CEO tells Pirkko Juntunen about a pension system that many countries are keen to learn from
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Special ReportProspects 2023: Asset management roundtable
The past year was one of the most challenging ever for institutional investors. Here, asset allocators and others assess the current and future risks to portfolios and identify the opportunities in an environment that remains highly uncertain
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Special ReportProspects 2023: The inflation conundrum facing investors
Institutional investors would do well to include commodities and trend strategies to mitigate inflationary pressures
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NewsShift to unit-link pensions threat to Swedish tech start-up success, says AMF
AMF’s CIO responds to McKinsey study warning of the risks associated with occupational pension capital being increasingly driven out of traditional insurance
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NewsChurch of England drafts just transition investment principles
With a pensions fortune of £3.7bn, the Church of England follows up May’s 12-fund pledge to work to support the climate transition in emerging markets.
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Varma diversifies EM bonds away from govvies with $50m in corporates
Finnish pensions heavyweight makes first foray into EM corporate bonds, buying into HSBC AM’s bottom up fixed-income fund
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IPE survey: private equity managers expect stable fundraising, transaction volumes
Given the current valuation levels, 64% of managers said they expected transaction volumes to be stable over the next two years
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InterviewsIrcantec: Aiming for core sustainability
Myriam Métais andCécilia Lyet (pictured) of France’s Caisse des Dépôts talk to Carlo Svaluto Moreolo about managing the reserves of Ircantec, the supplementary scheme for public sector employees
