Welcome to Asset Owner Exchange
A service from MandateWire, part of the Financial Times, Asset Owner Exchange (AOX) helps asset owners understand how their peers are investing their assets. Combining MandateWire’s comprehensive database and commentary from our journalists, AOX equips readers with actionable, data-led insight and analysis to make more informed investment decisions and drive stronger long-term returns.
Multi-family office GACS believes it is well-positioned to meet the increasing demand for investing in India
Highlights
Family offices are using the blockchain to tokenise art works, meaning investors can now own small parts of a single piece of art
Novo Holdings’ managing partner for principal investments Christoffer Søderberg tells AOX that retail investors will help drive appetite for private markets.
Last year Royal Mail became the first UK company to launch its own collective scheme. Is CDC here to stay?
All articles
Family offices are using the blockchain to tokenise art works, meaning investors can now own small parts of a single piece of art
Novo Holdings’ managing partner for principal investments Christoffer Søderberg tells AOX that retail investors will help drive appetite for private markets.
Multi-family office GACS believes it is well-positioned to meet the increasing demand for investing in India
Goldman Sachs’ Family Office Investment Insights report reveals that demand for public equities has risen on 2023 levels
Last year Royal Mail became the first UK company to launch its own collective scheme. Is CDC here to stay?
So far the Scottish government has not issued a pooling mandate, but whether the UK government’s pension reform agenda fails to make it north of the border remains to be seen
Following a record year for UK defined benefit pension scheme funding in 2024, private equity managers are among the companies taking note of an expanding opportunity set in the bulk annuity market
British pensions minister Torsten Bell is worried about conflicts of interest in the professional trustee and investment consultants markets
Rachel Elwell, chief executive of Border to Coast, raises the prospect that the long-awaited pension dashboard might encourage savers to question how much exposure they have to private assets
Torsten Bell told the Pensions UK conference he does not believe he will need to use the powers given to him by the pension schemes bill to force funds to invest in UK assets
Richard Law-Deeks thinks that by 2030 there may be as few as four local government pension scheme pools in England and Wales
Pensions UK’s head of parliamentary affairs Katy Little said she had never seen a bill move as quickly though parliament as the pension schemes bill.
Morningstar has long had a policy of not using alternatives in its portfolios, preferring instead to use a simple equities and bonds mix. But now this has changed.
Three large European investors drove higher net inflows into corporate bonds and credit in the second quarter of this year, even as compressed spreads dampened UK pension scheme appetite for investment-grade credit.
Moves in the US are afoot to make it easier for pensions to invest in crypto - with Harvard’s endowment a prominent asset owner to do so. But is a similar trend in play on this side of the Atlantic?
Mercer studied 52 countries and found 77 per cent of them impose some sort of investment restriction
Inflows to private credit have increased in recent years, along with the number of managers offering such investments. But the Bank of England is concerned. Should asset owners be as well?
Consultants are wary about valuations as the AI-fuelled market boom continued unabated.
The 21 LGPS abandoned by the closure of the Access and Brunel pools have all found a home, but the Isle of Wight Pension Fund isn’t happy with its lot
Last year a host of asset owners terminated mandates with hedge fund managers but the tide may have turned.
Charities are finding themselves strapped for resources, so are shifting the allocations of their investment portfolios to achieve their philanthropic goals
Retail investors have been pulling money out of ESG investments for several years as enthusiasm for the style turns negative. Is this reflected among asset owners?
Demand for equities rose, with the asset class accounting for more than a third of all expressions of interest and investments
The merger between Lothian and Falkirk schemes has been put on ice…again
Paul Maia, a partner at McKinsey, explains how family offices and pension funds are changing their behaviour towards private equity.
What are the challenges facing the chancellor and are British pension schemes really are laggards compared to Canadian ones, when it comes to investing in private assets?
In the first edition of AOX we look at the early data on whether pension schemes are actually investing more in private assets or not, in response to Rachel Reeves’s requests.
Younger generations are encouraging family offices to switch from a wealth preservation approach to a growth-focused one.
Pension consolidators ploughed into private market assets in the final quarter of 2024 as the Royal Mail Pension Fund appointed a manager to run the UK’s first ever collective defined contribution pension scheme.
In a continuation of the year’s trends, the final quarter of 2024 saw the individual local government pension schemes and LGPS pools surveyed by MandateWire targeting alternative asset classes, with a strong preference for property and infrastructure, as well as private debt.