Oregon’s evolving strategy
Oregon State Treasury has undergone material change to its structure and process evolving its investment strategy and techniques including smart beta, private equity and internal management.
Velliv reset: More Danish funds lean into low cost DC model
In Denmark’s fiercely competitive commercial pension industry, Velliv was quick to take action with a root-and-branch overhaul of its pension provision when it experienced a drop in returns in the first half of 2024. It sacked its active equity managers and scaled up internal active strategies and low-cost, index-based investments instead, and stopped allocating to its $4.3 billion alternatives allocation. Thor Schultz Christensen, deputy CIO at Velliv, unpacks the change.
Sort content by
PFA poised for alternatives assault
Alternatives the focus for Danish fund PFA, under the guidance of Henrik Nohr Poulsen who joins from Industriens Pension.
SPP moves in as banks move out
Sweden’s SPP Livförsäkring is shifting its allocation in favour of more illiquid assets, and alternative risk premia, to escape enduring low interest rates.
Rising from the ashes
Ireland's Strategic Investment Fund will play to its strengths in evolving a strategy to invest a further €5.6 billion across the capital structure and for the long term.
Swiss investor gets real
Publica, one of Switzerland’s largest investors, is reallocating assets away from government bonds into real assets as it dynamically adjusts asset allocation due to macro-economic instability.
UK fund merger a first
Two UK local government pension schemes will merge, with a strategy of boosting internal management to 80–90 per cent of assets as well as paring back equity allocations.
Investor Profile