GPIF, AP2 go granular on ESG integration
GPIF’s Hiro Mizuno and AP2’s Eva Halvarsson stressed the importance of combating short-termism at every level of the investment chain and throughout the organisation, to forge sustainability.
In a big year, AP2 introduces a new asset management model and completes the integration of sister fund AP6 but the fund's 2025 return feels the impact of a strong SEK on its global portfolio. Eva Halvarsson, AP2's outgoing CEO, discusses the allocation and mandate changes and opportunities it presents.
GPIF’s Hiro Mizuno and AP2’s Eva Halvarsson stressed the importance of combating short-termism at every level of the investment chain and throughout the organisation, to forge sustainability.
The total investment costs of AP2 are only 17 basis points, yet the portfolio is described by chief executive, Eva Halvarsson as complex and advanced. So how do they do it?
AP2, the SEK300 billion Swedish buffer fund, is attracted to the diversification benefits and long-term nature of timber investments.
Chief executive of AP4, Mats Andersson has announced that the PDC has far exceeded its decarbonisation target and reached the $600 billion mark.
Alternative investments have become a valuable income stream and liability matching tool at UK pension fund Centrica says Chetan Ghosh, Chief investment Officer at the £6.7 billion pension fund. With current gilt yields making liability matching expensive, the fund has begun investing in alternative strategies that include solar panel installations benefiting from the government’s Feed-in-Tariff,
The five Swedish AP buffer funds will be reduced to three, a new responsible body will be set up to formulate long-term return targets and a reference portfolio, and limits on unlisted investments will be lifted under the new plan put forward by the Swedish Government. These are the findings of The Pension Group, which
Investor Profile