Nordic Fund Selection Journal

• Issue 02, 2024
• Interview: AP2’s CIO Erik Kleväng Callert
• Roundtable: Small cap equities
• Reflections on the anthropological study of NBIM’s culture

• Issue 01, 2024
• Interview: Novo Holdings’ managing director Morten Beck Jørgensen
• Roundtable: Asset allocation & Outlook 2024
• Investments: Strategy changes at Lærernes Pension

• Issue 06, 2023
• Interview: AP3’s CEO Staffan Hansén
• Roundtable: Emerging market equities
• Investments: Nordic asset owners make new forestry investments

• Issue 05, 2023
• Interview: ATP’s CIO Mikkel Svenstrup
• Roundtable: Real estate investing in more difficult times
• Investments: LD Pensions takes unusual alternatives route

• Issue 04, 2023
• Interview: The Swedish Fund Selection Agency’s executive director Erik Fransson
• Roundtable: Swedish investors discuss Chinese equity investments
• Investments: Navigating the biodiversity data landscape

• Issue 03, 2023
• Interview: AP Pension’s CIO Rasmus Cederholm
• Roundtable: Danish investors discuss high yield
• Up-close & personal: AP4’s Niklas Ekvall

• Issue 02, 2023
• Interview: Ilmarinen’s CIO Mikko Mursula
• Roundtable: Finnish investors discuss climate change policies
• Up-close & personal: Sampension’s CIO Henrik Olejasz Larsen

• Issue 01, 2023
• Interview: Velliv’s CIO Anders Stensbøl Christiansen
• Roundtable: Swedish asset owners discuss asset allocation
• Investor focus: AFA Försäkring

• Issue 06, 2022
• Kerstin Hessius: AP3’s former CEO
• Roundtable: Norwegian investors discuss impact investing
• Selector insight: Skandia’s Per Lindgren

• Issue 05, 2022
• Marcus Blomberg: CIO Folksam
• Roundtable: Danish investors discuss asset allocation
• Finnish foundations’ investment strategies

• Issue 04, 2022
• Risto Murto: CEO Varma
• Roundtable: Finnish investors discuss real estate investing
• Alternative investments at Keva

• Issue 03, 2022
• Kenneth Winther, CIO Realdania
• Roundtable: Danish investors discuss climate transition and net zero investing
• Apotekets pensionsstiftelse reduces equity risk and adds CTA

• Issue 02, 2022
• Timo Löyttyniemi, CEO VER
• Roundtable: Nordic investors discuss emerging market debt
• Manager selection: Monitoring processes in times of turbulence

• Issue 01, 2022
• Peter Lindegaard, CIO Industriens Pension
• Roundtable: Icelandic investors discuss asset allocation
• LD Pensions dives deeper into manager styles

• Issue 06, 2021
• Interview with AP1’s CEO Kristin Magnusson Bernard
• Roundtable: Climate change risk & opportunities
• EU taxonomy – important milestone or wasted effort?

• Issue 05, 2021
• Interview with Veritas' CIO Kari Vatanen
• Roundtable: Systematic equities
• AP2 accelerates human rights integration

• Issue 04, 2021
• Interview with PP Pension’s CIO Cecilia Thomasson Blomquist
• Roundtable: Emerging market equities
• Climate change risk at the Norwegian oil fund

• Issue 03, 2021
• Interview with ATP’s CIO Mikkel Svenstrup    
• Roundtable: Real estate investing
• Sweden’s SPK revises strategy and portfolio construction

• Issue 02, 2021
• Interview with Keva’s CEO Timo Kietäväinen     
• Roundtable: High yield investing
• AQR on short selling as a net-zero tool

• Issue 01, 2021
• Arne Vagn Olsen, CIO of Lífeyrissjóður verzlunarmanna  
• Roundtable: Hedge funds
• Nordic approaches for shareholder influence

• Issue 06, 2020
• Pablo Bernengo, CIO at Swedish AP3  
• Roundtable: Real Estate
• Reflections on the past year and what lies ahead 

• Issue 05, 2020
• Lars Heikensten, executive director at the Nobel Foundation  
• Roundtable: Impact investing
• Danish pension fund blacklists China

• Issue 04, 2020
• Henrik Olejasz Larsen, CIO Sampension
• Roundtable: Climate change and asset allocation
• Reference checks – a substitute to the onsite visit?

• Issue 03, 2020
• Reima Rytsölä, CIO Varma
• Roundtable: Alternative credit
• Selector insight: Söderberg & Partners

• Issue 02, 2020
• Hans Sterte, CIO Alecta
• Roundtable: EM equities
• SEB’s selection team progresses with behavioural bias project

• Issue 01, 2020
• Peter Damgaard Jensen, PKA 
• Icelandic investors on ESG integration
• Investors: MP Pension & Realdania

• Issue 06, 2019
• Interview: Timo Viherkenttä, VER 
• Pan-Nordic asset allocation roundtable
• Investor focus: The Nobel Foundation

• Issue 05, 2019
• Interview: Kjetil Houg, Folketrygdfondet 
• Roundtable: ESG integration in fixed income, Oslo
• Private equity - reshaped strategies and lessons learnt

• Issue 04, 2019
• Interview: Charlotte Mark, LD Pensions 
• Roundtable: Asian equities, Stockholm
• ESG integration at Finnish pension fund Keva

• Issue 03, 2019
• Interview: Kasper Ahrndt Lorenzen, ATP 
• Roundtable: Equity allocations, Helsinki
• Investor Focus: Apotekets pension fund

• Issue 02, 2019
• Interview: Johan Magnusson, AP1 
• Roundtable: Alternative credit, Copenhagen
• Investor Focus: Svenska Kyrkan, SPK, Pensam

• Issue 01, 2019
• Interview: Claus Jørgensen, Pensam 
• Roundtable: Asset Allocation, Stockholm
• Investor Focus: AI Pension

• Issue 06, 2018
• Interview: Michael Kjeller, Folksam 
• Roundtable: Real estate, Helsinki
• Feature: Gender diversity & manager selection

• Issue 05, 2018
• Interview: Bjarne Graven Larsen 
• Roundtable: EM equities, Oslo
• Danish pension funds have started to score external managers on ESG

• Issue 04, 2018
• Interview: AMF’s CIO Javiera Ragnartz 
• Roundtable: Emerging market debt, Copenhagen
• In conversation: Kirstein Holding’s CEO Jesper Kirstein 

• Issue 03, 2018
• Interview: ATP’s CEO Christian Hyldahl
• Roundtable: Global equities, Reykjavik
• News: AP1 reviews EM equities with ESG requirement

• Issue 02, 2018
• Interview: Elo’s CIO Hanna Hiidenpalo
• Roundtable: ESG integration, Stockholm
• Feature: Dilemmas around insourcing

• Issue 01, 2018
• Interview: AP4’s CEO Niklas Ekvall
• Roundtable: Asset allocation, Stockholm
• Feature: Active ownership transparency

• Issue 06, 2017
• Interview: Marie Giertz, CIO at Kåpan
• Roundtable: EM equities, Copenhagen
• Feature: FX transaction costs

• Issue 05, 2017
• Interview: Ralf Magnussen, CIO at AP Pension 
• Roundtable: Fixed income, Oslo
• Feature: Liquid alternatives

• Issue 04, 2017
• Interview: SEB life’s Pontus Bergekrans 
• FundForum: Nordic selectors on ESG
• Feature: Chinese A-shares

• Issue 03, 2017
• Interview: AFA Försäkring’s CIO Johan Held
• Roundtable: Real assets, Stockholm
• Feature: Currency hedging

• Issue 02, 2017
• Interview: Olaug Svarva, CEO Folketrygfondet
• Roundtable: Factor investing
• Feature: Transparency of holdings

• Issue 01, 2017
• Interview: Per Frennberg, CIO at Alecta
• Feature: Portfolio construction
• Responsible investing - SDGs

• Issue 06, 2016
• Interview: DNB Liv's CFO Truls Tollefsen
• Roundtable: Asset allocation
• Feature: EM equities

• Issue 05, 2016
• Interview: ATP's CEO Carsten Stendevad
• Roundtable: ESG, Oslo
• Feature: Active share

• Issue 04, 2016
• Interview: PensionDanmark's CEO Torben Möger Pedersen
• Roundtable: Factor investing, Copenhagen
• Feature: Leveraged loans

• Issue 03, 2016
• Interview: AP2's CIO Hans Fahlin
• Roundtable: Equities, Stockholm
• Feature: Real estate

• Issue 02, 2016
• Interview: Danica's CIO Anders Svennesen
• Roundtable: EM Equities, Helsinki
• Feature: Impact investing

• Issue 01, 2016
• Interview: Ilmarinen's CIO Mikko Mursula
• Feature: Standardising RFPs
• Feature: Solvency II investing

• Nordic Fund Selection Awards 2023.
• Insight on and from the best selectors in the Nordic region.

• Nordic Fund Selection Awards 2022.
• Insight on and from the best selectors in the Nordic region.

• Nordic Fund Selection Awards 2021
• Insight on and from the best selectors in the Nordic region.

• Nordic Fund Selection Awards 2020
• Insight on and from the best selectors in the Nordic region.

• Nordic Fund Selection Awards 2019
• Insight on and from the best selectors in the Nordic region.

• Nordic Fund Selection Awards 2018
• Insight on and from the best selectors in the Nordic region.

• Nordic Fund Selection Awards 2017
• Insight on and from the best selectors in the Nordic region.

• Nordic Fund Selection Awards 2016
• Insight on and from the best selectors in the Nordic region.

Nordic Investor Insight 2023

Nordic Fund Industry Outlook 2016

Nordic Investor Insight 2017

Nordic Investor Insight 2016