Central bank heads could be replaced in China, Taiwan, Korea, and Japan in the coming three months. Whether the incumbents stay or not, all four face important policy challenges.
Korean investors are increasing their allocations across private debt, investing into riskier tranches in the hunt for greater returns. This contrasts greatly with their Japanese peers.
Institutional investors across Asia Pacific are becoming more willing to put money to work in riskier tranches of private debt, as they seek out improved returns.
Private equity funds aim to benefit from smaller companies' troubles amid new labour policies and an inter-generational wealth transfer. That could attract local asset owner support.
Jang Dong-hun, chief investment officer for the Korean pension fund, is looking for further investment diversification in 2018.
South Korea's biggest pension fund is moving in the right direction but deep ties to segments of the capital market make independent monitoring a challenge, say experts.
The US firm is the latest private-asset manager to put a branch in Seoul as local asset owners build positions in offshore alternatives, notably via niche fixed-income mandates.
South Korea has a 15.61% weighting in MSCI's emerging-market equity index, making institutional investors vulnerable to any military escalation between the US and North Korea.
South Korea’s biggest retirement fund is reportedly set to see yet another senior executive depart, amid criticism of appointments he had made.
Jonathan Zhu of Bain Capital explains how the private equity firm plans to take South Korean botox firm Hugel and inject it into a larger market, China, where medical beauty is booming.
Only three asset owners have signed up to the country's stewardship code. More must do so, including National Pension Service, the biggest state fund.
The Korean firm's head of ETF strategy said the asset manager's expectations had not been high for its first leveraged and inverse products in Hong Kong, as it moves to delist them.
The likes of Geps, KIC and Hyundai Insurance are looking to further raise their allocations to private markets, but seem less keen on hedge funds.
Senior executives from some of South Korea's leading asset owners gathered in Seoul on June 20 for AsianInvestor's 11th Korea Institutional Investment Forum.
Representatives of South Korea's leading institutions gather in Seoul for a day of discussion of key issues and trends in the industry.
The state fund is seeking four managers to run its first segregated mandates for private debt as it further expands its large alternatives portfolio, said CIO Jang Dong-hun.
CIOs of Korean institutions are moving to build private debt allocations as they struggle to justify adding to large property and private equity portfolios.
The $510 billion Korean pension fund aims to remove increasingly costly FX hedges on its dollar investments, in a move that others may mimic, according to ANZ research.
The Korean pension fund has just allocated $320 million to seven private equity managers. CIO Jang Dong-Hun tells AsianInvestor why they were chosen.
The $462 billion state pension fund has just hired two more private-market portfolio managers in Singapore and is looking to add three in London and two in New York.