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The French government is putting pressure on the country’s pension schemes to increase their private asset allocations
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The French government is putting pressure on the country’s pension schemes to increase their private asset allocations
Monte Tarbox, the chief investment officer at the New York City comptroller’s Bureau of Asset Management, said his confidence in FTSE Russell was “seriously undermined” by its decision to fast-track SpaceX onto its indices after its IPO and that he will watch closely to see how the Anthropic and OpenAI listings are handled
Following the 2008 financial crisis many Dutch pension funds started investing in mortgages, with $14.7bn a year flowing into these funds at its peak. But many are now scaling back, so what has happened?
Calpers, which owns a 0.2 per cent stake in UnitedHealth Group, is suing the company over allegations it engaged in “widespread, fraudulent and deceptive schemes” to maximise its revenue
Last month the Turkish market authority ordered the liquidation of more than 130 investment funds over what has been described as “Ponzi-like” activity. Have any of Turkey’s largest asset owners been affected?
Large UK funds are showing a preference for segregated accounts and bespoke mandates when investing in unlisted assets, including infrastructure
The $158.7bn Border to Coast Pension Partnership has released a series of investment insights which explores the prospect of a world more restricted by climate constraints which shifts away from large mammal livestock such as beef and lamb, to more diverse range of proteins sources, including “insect-derived ingredients”
Scotland’s Local Government Pension Scheme funds are trying to put together a framework for local investment and collaboration - in the hope doing so voluntarily will avoid the government intervention seen in England and Wales
Although global equity markets rose around 75 per cent in the three years to the end of 2025, fiduciary managers captured only a small proportion of those gains
In the latest AOX Trends Report video, editor Damian Fantato talks to APAC deputy editor Stefan Kostarelis about the ‘Your Future, Your Super’ performance test, how it has changed Australia’s pension funds and what the other countries considering similar processes should bear in mind.
South Africa’s pension funds are required to invest more than half their assets in their domestic market, but over the past 10 years the number of listings on the Johannesburg Stock Exchange has fallen by half. How are they addressing this?
Discussions around performance fees "have moved forward significantly over the last 12 months" and are "much more acceptable" to large pension funds, according to Stephen Budge of LCP
A survey by Germany’s financial regulator Bafin found 21 insurance companies and pension schemes were affected by at least one transaction in the scandal which involved tax loopholes on dividend payments
Australia’s pension system has managed to weed out underperforming funds and consolidated its system around fewer, higher-performing MySuper products - but has it found itself stuck in a loop it can’t escape?
In the 12 years Diego Marrero spent has AFP Habitat Peru’s chief investment officer, it went from managing no money at all to being one of the country’s four biggest private pension fund managers
The Railways Pension Scheme has found itself with a bill of about $413mn for remediation work to its property portfolio due to fire safety issues which were first discovered in 2019. But the fund has finally come up with a solution
South Africa’s pension funds have increased investment in alternatives following legislation which took effect in 2023, but how are they going about doing so?
Marina Pasika, head of private markets at the $75bn Rest super fund, explains why her fund deliberately avoided traditional software managers when building out its private equity programme
In the latest AOX Trends Report video, editor Damian Fantato talks to Latin America reporter Marina Benitez about how pension funds in the region are changing, the specific factors which are driving them to invest in private markets, and how the Banco Master scandal is could affect what happens next
Self-driving car start-up Wayve has looked beyond the UK for its capital backing, underlining the limited depth of domestic late-stage funding
Following her landslide election victory earlier this year, Japan’s prime minister Sanae Takaichi views the $1.8tn Government Pension Investment Fund as a tool to get the country’s economy moving by investing domestically
Across the world, governments are gently encouraging their pension funds to invest in their domestic economies to stimulate growth - a phenomenon referred to as ‘pensions nationalism’. Why is this happening, is it necessarily a bad thing and what, if anything, can reverse it?
Many of Japan’s pension funds adopt the same, somewhat ideosyncratic, investment approach as the $1.9tn Government Pension Investment Fund. This yielded strong results last year, so should other asset owners take note?
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
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
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.
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