The full article is only available to members
If you’re new to Tell Media Group, create an account.
Read more about our membershipsA partnership approach to private markets
The Danish pension company Pensam talks about its private equity collaborations, exploring opportunities arising from the liquidity needs within the private equity industry and creating its own co-investments vehicle for private credit.
The biggest asset allocation change over recent years at Pensam has been a significant increase in its exposure to unlisted investments. Unlisted investments now make up about half of the assets of the Danish pension company’s main pension product Fleksion, which holds about DKK 100 billion (EUR 13.4 billion) out of its DKK 170 billion in total assets. Unlike its other pension products that provides its customers with guarantees, Fleksion offers customers an average rate, which allows for greater risk capacity and more flexibility. The pension company has furthermore employed a very specific – and in some instance rather innovative
Considerations when investing in natural capital
2026-06-29
In a Q&A with Mads Jensen, founder of Danish investment consultancy Jentzen & Partners, we explore the interest among Nordic investors in natural capital, balancing diversification and return characteristics with broader societal benefits and the...
A contrarian view on Asia ex-Japan equities
2026-08-19
James Cook, investment director, emerging market equities at Federated Hermes, talks about what it means to be a contrarian investor in Asian equities and why he’d rather own a cheap Ford than an expensive Ferrari.
Private for longer – what does it mean?
2026-08-18
Alan Coffey, a director in the private companies’ team at Baillie Gifford, talks about private growth equities - an asset class within private equity that emerged because of the trend where companies are staying private...
Research in practice – latest findings on systematic investing and beyond
2026-06-25
Mamdouh Medhat, research director and vice president at Dimensional Fund Advisors, talks about the importance of efficient implementation, how defining your investable universe slightly differently can be quite material over the long term and how...
Geopolitical turbulence reduces importance of sustainability
2026-06-17
Geopolitics and market concentration are two themes that’s top of mind among investors globally according to the Global Investor Insights Survey released by Schroders today. Only a quarter of investors view sustainability outcomes as a...
Knowing what earnings stream you’re paying for
2026-06-16
During the J.P. Morgan Asset Management Media Summit, hosted in London in May, we sat down with Karen Ward, chief market strategist EMEA, who talked about opportunities in Europe, not knowing if tech is a...
Taking a systematic approach to emerging market equities
2026-06-08
Jeroen Hagens, a client portfolio manager at Robeco, talks about their systematic approach to investing in emerging market equities and highlights the importance of risk management and stability for long-term outperformance.
Local presence still important in emerging markets
2026-06-05
Claus Born, head of client portfolio management EMEA & Latin America at Franklin Templeton, talks about the importance of having a local presence, why it’s not too late to add to the EM allocation and...
Söderberg & Partners in strategic partnership with Grieg
2026-06-30
Today, Söderberg & Partners and Norwegian Grieg Group announced that they have entered a strategic partnership where Grieg Investor and Gabler Investments will be merging into a joint venture.
Increased competition in upcoming FTN procurements
2026-06-22
FTN, the Swedish Fund Selection Agency, has released its preliminary procurement plan for 2027. What stands out is potential increased competition in the target-date and balanced funds category.