South Dakota pension’s long view
At the South Dakota Investment Council, the quest for value has led to long-term strategies, contrarian moves in real estate and debt, plus a focus on hiring and retaining young, local talent.
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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A strict Régime
Tight controls dictate strategy at the French public service pension scheme – including a commitment to socially responsible investing – but diversification options have increased.
Ericsson picking stocks again
In a move that differentiates it from the herd, the fund for employees of Ericsson, has added active long-only managers for a concentrated equities portfolio of 30-50 shares, shunning passive.
Equity on Blue Sky horizon
Dutch fiduciary manager Blue Sky Group must navigate a regulatory environment that demands clarity for trustees as it seeks to add defensive equity in emerging markets and considers private debt.
AustralianSuper CIO Mark Delaney
Mark Delaney sees an opportunity to make money from Brexit and a bright side to the tumult of US President Donald Trump.
CAAT sheds public equity
Canada’s fully funded Colleges of Applied Arts and Technology Pension Fund will move 15 per cent of its assets from public equities to real assets and private equity, following a review.
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