Investment Archives - Pension Policy International

30JunJune 30, 2026

US. An Opportunity Hiding In Plain Sight: Developing An Aging Investing Roadmap

Adults over 50 represent one of the most powerful economic forces of our time, driving more than 50% of U.S. consumer spending and projected to command $65 trillion in global spending by 2030. By 2053, a third of Europe, a quarter of America, and nearly two billion people globally will be over 65. “The numbers are clear,” says Peter Kaldes, Esq., President and CEO of Next50. “The population is aging, and the market hasn’t caught up to meet the opportunity....

June 30, 2026

News2026, Aging, Investment, US

29JunJune 29, 2026

South Korean Lawmaker Proposes Counting Crypto, Overseas Assets in Basic Pension Eligibility

A bill has been proposed in South Korea to include virtual assets, or cryptocurrencies, and overseas financial assets in property assessments used to determine eligibility for the basic pension. Pinpoint News reported on June 29 that Rep. Seo Young-seok of the Democratic Party, a member of the National Assembly’s Health and Welfare Committee, introduced an amendment to the Basic Pension Act. The bill would add cryptocurrencies and overseas financial assets above a set threshold to the assets used in calculating...

June 29, 2026

NewsCryptocurrencies, Investment, South Korea

25JunJune 25, 2026

Pension funds and insurers manage $100 trillion dollars — can they use it to help solve global problems?

Over the past century, finance has become increasingly disconnected from the physical world it depends on. Every day, trillions of dollars move through financial markets as stocks, bonds and derivatives. Much of that money never reaches the businesses, infrastructure and systems that power the real economy. The scale of this shift is striking. In 2024, around $149 trillion worth of shares were traded on global stock markets. Yet, companies raised only $741 billion in new capital through those same markets. So, for...

June 25, 2026

NewsInvestment, Pension Management

22JunJune 22, 2026

Making pensions more inclusive for LGBTQ+ members

Research by Scottish Widows shows almost half (49%) of LGBTQ+ people are on track for less than a minimum retirement lifestyle, compared with 38% of non-LGBTQ+ people. More than half (54%) aren't confident managing their retirement savings, compared with 37% of the wider population, while 30% are not saving for retirement at all. These figures highlight that retirement outcomes are shaped by much more than pension contributions alone. Family circumstances, health, financial confidence, workplace experiences and access to support can all...

June 22, 2026

NewsInvestment, Pension Management

19JunJune 19, 2026

South Africa. Government invested R18 billion in pension funds in 23 companies and lost 100% of its money

The Public Investment Corporation’s (PIC) Isibaya Fund invested more than R18.2 billion in 23 companies, which ultimately recorded an internal rate of return (IRR) of -100%, meaning the investments lost all their value. The losses came to light through a parliamentary reply to questions from DA MP Andrew Bateman to the Minister of Finance regarding the PIC’s unlisted investment portfolio. The PIC is South Africa’s state-owned asset manager and invests money on behalf of public sector clients, including the Government Employees Pension Fund...

June 19, 2026

NewsInvestment, Pension Management

18JunJune 18, 2026

South Korea. Robotics ETFs Draw 3 Trillion Won as ‘100-Year Growth’ Sector Rises

“Pension investors, just memorize this. These are the ETFs that will make you smile in the end if you consistently accumulate them: U.S. representative index ETFs, robotics and automation ETFs, and monthly dividend ETFs. Most pension investments end within these categories.” This is the investment advice gaining attention in pre-retiree communities these days. The so-called “pension trio” strategy positions U.S. representative index ETFs as a solid foundation, supplemented by robotics ETFs targeting growth potential and monthly dividend ETFs that provide...

June 18, 2026

NewsInvestment, South Korea, Technology

17JunJune 17, 2026

British pensions giant reducing US exposure over tech risks

Britain's biggest pension asset owner, the Border to Coast Pensions Partnership (B2C), is reducing its allocation to U.S. ‌assets by up to 10% due to concerns about overexposure to a small number of Silicon Valley giants, an executive at the fund said on Tuesday. B2C, which oversees around £120 billion ($161 billion) worth of local government pension assets globally, is shifting its weighting by about 5%-10% from investments in the U.S. to Europe and Asia, its chief investment officer, Joe...

June 17, 2026

NewsInvestment, UK

16JunJune 16, 2026

US. NYC comptroller launches search for new pension fund asset managers

New York City Comptroller Mark Levine announced Friday that the city’s pension funds would undertake a search for new asset managers to provide passive indexing of public equity stocks for the city’s five public pensions systems. Levine and the city’s pension funds said the search specifically includes seeking indexes that are weighted by market capitalization, alternatively weighted or those based on ESG factors and limits on carbon, so long as they are consistent with each pension system’s investment guidelines, according...

June 16, 2026

NewsInvestment, Pension Management, US

12JunJune 12, 2026

Ambition Under Pressure: Analytical Leadership vs. Strategic Hesitation

By Amy Owens The report, Ambition Under Pressure: Analytical Leadership vs. Strategic Hesitation, examines what the climate risk strategy of Norges Bank Investment Management (NBIM), manager of Norway’s Government Pension Fund Global, reveals about the way financial markets are pricing climate risk. It finds that NBIM has built one of the most advanced climate and nature risk frameworks among global asset owners. Its internal modelling goes beyond many market-standard tools, enabling the fund to assess systemic physical climate risk, climate-nature interdependencies...

June 12, 2026

Books, Books, Investment, Reports2026, Corporate Governance, ESG, Investment, Norway

10JunJune 10, 2026

Norway’s oil fund shows gap between climate risk insight and action

Norway’s oil fund, NBIM, has not applied its framework for measuring climate and nature risk into moving away from fossil fuels, a report from Carbon Tracker finds. The mismatch is due to a mandate limit, political expectations, and an increasingly uncertain global climate policy environment. The findings reveal the limits of voluntary investor action. Norway’s oil fund (NBIM) has developed one of the most advanced frameworks for measuring climate and nature risk, but it has yet to apply those...

June 10, 2026

NewsESG, Investment, Norway, Pension Management

June 2026