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A service from MandateWire, part of the Financial Times, Asset Owner Exchange (AOX) helps asset owners understand how their peers are investing their assets. Combining MandateWire’s comprehensive database and commentary from our journalists, AOX equips readers with actionable, data-led insight and analysis to make more informed investment decisions and drive stronger long-term returns.
While insurers in the country won’t confirm a correlation between attendance and subsequent commitments, the timing suggests that investor conferences play an important role in the fundraising ecosystem for private equity firms seeking Taiwanese institutional capital.
Highlights
Upwards of two-thirds of large DB pension schemes are pursuing run-on strategies, but the preference is to use surplus funds to enhance member benefits
The British regulator, the FCA, is moving fast to bring tokenisation to the £16.5tn UK asset management sector. So what impact can this have?
Several index providers gave Elon Musk’s SpaceX fast track access to their indices, which raises the question of how much power these companies have over the market and what parallels can be drawn
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Upwards of two-thirds of large DB pension schemes are pursuing run-on strategies, but the preference is to use surplus funds to enhance member benefits
The British regulator, the FCA, is moving fast to bring tokenisation to the £16.5tn UK asset management sector. So what impact can this have?
Several index providers gave Elon Musk’s SpaceX fast track access to their indices, which raises the question of how much power these companies have over the market and what parallels can be drawn
The number of family offices in India has grown nearly sevenfold in recent years, and they are increasingly looking for direct private equity investment. But there are barriers to overcome.
As large institutional investors increasingly use AI to support investment strategies, family offices may turn to external partnerships due to limited in-house capabilities
Petra Hielkema, chair of the EU’s pensions regulator Eiopa, wants to address the fact that EU citizens collectively hold around $39tn in savings but around a third of this is sitting in bank deposits - and she hopes reforms to pan-European pension products will help
The Accounting and Auditing Organization for Islamic Financial Institutions - the body which sets and standardises global Shariah rules for financial institutions - is debating a new standard for sukuk which has put Middle Eastern family offices in a state of suspense
The Congressional Budget Office expects the US debt to GDP to rise to 120 per cent by 2036 from its current 101 per cent. Some asset owners have voiced concern about the long-term reliability of the dollar
Regulatory settings have nudged some of Australia’s largest superannuation funds into similar listed portfolios, so differentiation now happens in unlisted assets, where disclosures ranged from detailed to silent.
Asset managers are increasingly turning to AI to craft RFPs as institutional asset owners and consultants demand increasingly customised, data-driven, and time-sensitive responses, according to research by Cerulli Associates.
Greater diversity in AI-related exchange traded funds and closer engagement with the needs of private wealth clients could help managers compete in an increasingly crowded market, wealth management executives said at FundForum Monaco. Their comments came as industry leaders warned of relentless pressure on margins, given the wide availability of passive ETFs.
While insurers in the country won’t confirm a correlation between attendance and subsequent commitments, the timing suggests that investor conferences play an important role in the fundraising ecosystem for private equity firms seeking Taiwanese institutional capital.
Germany’s pension commission has recently recommended moving to a Swedish pension system, and the Finnish government has appointed an independent expert to explore doing the same thing
In the first ever AOX Trends Report video, editor Damian Fantato talks to UK reporter Georgina McNamara about the UK government’s push for greater pension consolidation and whether the drive for bigger pension funds is in conflict with its desire to see pension funds invest ever-greater sums of money in British private equity.
The Brazilian Central Bank shut down Banco Master in 2025 after months of liquidity stress, rule breaches and a federal fraud investigation. This has kicked off a chain reaction which is causing problems for some of Brazil’s pension funds
The government increased the limit on offshore investment from 30 per cent to 45 per cent in 2022. But South African pension funds have failed to take advantage, until now
Foreign buyers — both institutional and retail — are growing in prominence in Spain, according to Deloitte, representing nearly 14 per cent of all residential transactions last year, purchasing more than 97,000 homes. This is the highest proportion ever seen from international buyers.
The deadline for implementing reforms to the Italian pension system has arrived but many of the affected funds have yet to apply the new rules
The chief investment officer of New Zealand’s NZ$50.8bn Accident Compensation Corporation says the best parallels for today’s AI boom are the three that came before it.
UBS is one of the many banks which put together reports providing insight into the family office sector, but what can we learn from these reports and do they all back each other up?
While several private credit funds have been hit with waves of redemptions from retail investors since the end of last year, asset owners continue to commit to the asset class, according to data collected by AOX sister publication MandateWire.
Delfin, the holding company for EssilorLuxottica has been the subject of a legal dispute between two of the heirs to Leonardo Del Vecchio’s eyewear empire. A truce has recently been agreed, but how long will it last?
Private equity fundraising remains muted as the industry grapples with unsold assets acquired at higher valuations. Industry leaders at the recent SuperReturn conference in Berlin said managers who fail to demonstrate value creation will struggle in fresh fundraising rounds as competition drives up asset prices.
While a liquidity crunch in private markets, coupled with an increasingly turbulent macroeconomic backdrop, has resulted in a number of large investors prioritising building portfolios’ liquidity, investment consultants have warned against pivoting too heavily into the space.
Analysis by Eläketurvakeskus, the Finnish Centre for Pensions, has highlighted the cost-reward benefits of private equity at a time when governments across the globe push pension funds towards greater investment in the asset class.
At the Investment Association's 2026 annual conference, industry experts unpicked the major forces currently driving change in asset management, from AI to the impact of geopolitics. In this video AOX senior reporter Juliet Martin summarises the day's key discussions.
Once reticent to externalise investment advisory, family offices in the Gulf Cooperation Council are now looking to outsource their core investment functions. Or so say the experts.
Although providers within New Zealand’s NZ$140bn-plus KiwiSaver voluntary retirement scheme see little direct legal risk from a recent ruling against NZ Super, they say it underlines the need for a rigorous approach to sustainable investing.
The Dutch pension market is undergoing huge reforms, but it turns out the Dutch government and the European Commission are engaged in a “pre-infringement dialogue” after the latter suspected that the new Dutch pension rules infringed European law.
Over the past couple of years, Hong Kong has been extremely proactive at encouraging family offices to relocate to the territory and has set up a government-backed support team to enable this