Research fund embraces innovation
In 2005, the $3 billion WARF embraced a risk parity strategy with a portable alpha overlay. Despite many doubters, the plan has been a success - and the fund still has that experimental ethos.
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.
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PGGM maps portfolio’s impact
The $268 billion PGGM mapped its entire portfolio based on the effects it had on 'the people and the planet'. For the sustainability-focused giant, the results were surprising.
Church Commissioners prepares early
The Church of England's $11.1 billion endowment emphasises having plans in place before markets become minefields. CIO Tom Joy also goes against trends, and he's most particular about managers.
Ireland ISIF sparks local economy
The Ireland Strategic Investment Fund pours money into private markets in the local economy that are underserved, to spark GDP growth. Despite challenges finding opportunities, it works.
GEPF shows value of governance
A controversial loan and an accounting scandal at an investee company demonstrate the value of ESG practices at the $131 billion South African Government Employees Pension Fund.
APG takes the lead on AI
APG is one of the few large asset owners putting AI to work effectively in its investment process. Amanda White looks at how it is integrating machine learning and more to enhance decisions.
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