PFZW’s IC chair explains why cutting equity names hones impact

Pensioenfonds Zorg en Welzijn (PFZW) the €250 bi
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Asset Owner:PGGM / PFZW

One response to “PFZW’s IC chair explains why cutting equity names hones impact”

  1. Mike Clark

    Just excellent from these guys. Financing the economic activity their beneficiairies want. And avoiding the other stuff. Pension funds globally are moving this way, though too slowly…

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ART property boss: Investors were wrong to think real estate was easy

ART property boss: Investors were wrong to think real estate was easy

Australian Retirement Trust real estate head Mark Lee says the COVID downturn exposed that treating real estate as an easy asset class was a crucial mistake from investors, and property is not just a “bond replacement with a slightly higher yield”. As the A$20 billion portfolio prepares to double in five years, Lee says future returns will depend increasingly on investors’ ability to “sweat the assets”.

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