HK Housing Society embarks on de-risking asset drive
Speaking at FundForum Asia yesterday, Hong Kong Housing Society’s head of treasury revealed the organisation’s plan to dial back its long-standing active strategy.
Property volumes tank in HK but rise in other Asian cities
Investment into Hong Kong's real estate plunged in the year to June 30, finds new research. And the prevailing political turmoil there may not bode well for future inflows.
Values versus profits: the cost of investing in China
Beijing's increasing sensitivity around protests in Hong Kong is bringing the compromise international companies and investors take to invest in the nation to the fore.
Poba partners Danish pension fund for property JV
The move is part of an asset owner partnership strategy to help Poba increase its direct investments, and it offers the pension fund a good strategic overlap.
Poba partners Danish pension fund for property JV
The move is part of an asset owner partnership strategy to help Poba increase its direct investments, and it offers the pension fund a good strategic overlap.
Unicorn valuations are fit to burst, warn investors
Panellists of AsianInvestor’s third Institutional Investment Forum Thailand tell delegates why they shun big-ticket investments in the so-called ‘unicorns’.
Insto roundup: State funds’ M&A splurge; Kyobo Life eyes offshore assets
State funds conduct major M&A in Q3; First State Super signs equities partnership with HSBC GAM; Foreign asset owners raise China bond stakes; GPIF partners African Development Bank on ESG; NPS slammed for sin stock splurge; South Korea delays capital rules boost on insurers; Kyobo Life to invest third of AUM offshore, and more.
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Alaska Retirement says no to lone China, EM strategies
The US state pension fund has made the decision as part of a review of its asset manager relationships with an eye on simplification, cost-efficiency and greater excess return.
GPIF’s long-term strategy blocks CIO clarification
With only a six month addition to Hiromichi Mizuno’s tenure, it is unclear who will execute the world largest pension fund’s extended investments plans, which face a revamp in early 2020.
Weekly roundup of people news, Oct 11
Legg Mason reveals new Apac head; First State Super appoints deputy head; Axa IM promotes active fixed income head for Europe/Asia; Singapore PE firm Everstone poaches new Mumbai chief; former Anbang investment director joins crypto platform; Carlyle names new Korea investment head, and more.
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Market Views: Does China still need Hong Kong?
Beijing is keen to end the chaotic situation in Hong Kong and could fast-track efforts to de-emphasise its importance. But does it have a ready replacement? We ask seven experts.
Partner Content
Fixed Income ETFs: Fact vs. Fiction (Part 2)
Many institutional investors are seriously considering adding fixed income ETFs to their portfolios. Here in our second instalment we continue to dispel some myths about the investment vehicle.
Unlocking high-quality Asian bond opportunities in uncertain times
As a new round of monetary easing sets in, Asian bonds are coming into greater focus for their higher yields and diversification benefits. Arthur Lau, head of Asia ex Japan fixed income at PineBridge Investments, says to manage today’s market uncertainty active bond selection matters more than ever.
Time, trust and credit-risk exposure in a trade war
Adopting a credit-risk model based on issuer-specific curves and relevant cluster curves allows asset owners to capture changes in investor sentiment as they occur. This is especially important during turbulent periods such as we face now.
Asian bonds yield opportunities in a lower-for-much-longer world
The Asian bond market offers refuge with higher yields and stable return but investors need to navigate idiosyncratic risks and the impact of policy and politics.
Sponsored Profiles
Schroders SustainEx: A new measure to quantify social and environmental impacts on corporate balance sheets
Andrew Howard, Schroders’ head of sustainable research, shares the thinking behind Schroders’ proprietary model, SustainEx, which provides a way of quantifying companies’ social and environmental impacts, and the risks they face as those externalities become financial costs.
Fixed Income ETFs: Fact vs. Fiction (Part 1)
The growth of fixed income ETF instruments has been robust, so it’s of little surprise investors have concerns over the risks entailed. Here we dispel a few myths about the investment vehicle.
Emerging markets: Finding value beyond convergence with active management
Facing a world where generating returns could become more challenging, investors are increasingly eyeing new opportunities in emerging markets.
S&P DJI launches core ESG building blocks
Investors are now being empowered to integrate ESG factors into their core investments in markets around the world by using the new S&P ESG Index Series.
In-depth
Multi-asset strategies: Investing into uncertainty
Despite economic anxiety, it’s possible to identify pockets of outperformance, said Jupiter Asset Management’s multi-asset head.
NZ instos challenge social media firms after terror attacks
In what could be an important test-case for ESG generally, the cry has gone up in the wake of the Christchurch terror attacks for collective investor engagement of social media companies.
China’s insurers prepare for C-Ross phase II
Chinese insurers are seen shoring up their capital adequacy levels and turning more prudent with their investments as a result of looming new changes to their solvency regime.
Why NPS’s performance is an “advert” for alternatives
South Korea's public pension fund, the world’s third-largest, posted a negative return last year. But it's not the whole story; there's an alternative(s) angle.
Events
Sep 16, 2019
11th Southeast Asia Institutional Investment Forum
Where geopolitics and low rates collide
Sep 16, 2019
Access to Alternatives Forum
Finding alpha in an overcrowded world
Sep 16, 2019
7th Southeast Asia Family Office Forum
Identifying the industries of the future
Galleries
Jul 3, 2019
Japan Institutional Investment Forum 2019
Institutional investors meet in Tokyo to discuss investing in a new era
Asian Investment Summit 2019
Asset owners from around the region convened in Hong Kong in May to discuss future investment strategies.
13th Institutional Investment Forum Korea
Leading Korean asset owners convened for AsianInvestor's 13th annual Institutional Investment Forum in Seoul on April 10 for insight on investing into an uncertain future.
Investment Insurance Forums 2019
Leading lights from the world of insurance gathered for AsianInvestor's 6th annual conference in Hong Kong and its inaugural event in Singapore.
Magazine
Event Highlights
China Pacific CIO urges slower ESG adoption
There's a potential social and economic price to be paid for ESG, delegates heard at an AsianInvestor event, which otherwise underlined growing interest in environment, social and governance principles.
How AIA, Axa seek to manage risk
Derivatives can help insurers manage credit and currency risks but more awareness and expertise is needed, delegates heard at our Insurance Investment Forum in Singapore.
AIA, Axa CIOs flag outsourcing challenges
Asia Capital Re and IndiaFirst Life Insurance also join in to discuss their biggest challenges, despite the growing demand for external specialist expertise.
HSBC Life, Axa CIOs outline top priorities
BNP Paribas Cardif and Prudential were also among the insurers who shed light on their investment focus as well as hiring plans at AsianInvestor’s Insurance Investment Forum.
Webinar
Apr 8, 2019
SOLVING THE DATA DILEMMA: Why are data management projects in Asia Pacific failing to deliver value?
Organizations in Asia Pacific are starting to spend more on cleaning up their data to maximize its value. Doing so is now critical as portfolios in the region are becoming more complex and diversified, which raises the risk of unintended exposures.
The data that organisations generate can offer unique intelligence to help them make better investment decisions. But it is only useful if it can be properly identified and managed within appropriate infrastructure. There are also costs associated with data management, so decisions need to be made over its storage and control.
Nov 8, 2018
Asia’s incoming liquidity rules: what you need to know
Liquidity is generally absent when you need it most. And with liquidity risk becoming a bigger issue in bond markets, in particular since the 2008 crisis, institutional investors in the Asia-Pacific region believe lower market liquidity is a secular shift necessitating a new investment approach.
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ASIANINVESTOR BULLETINS
Most Read
Market Views: Does China still need Hong Kong?
Beijing is keen to end the chaotic situation in Hong Kong and could fast-track efforts to de-emphasise its importance. But does it have a ready replacement? We ask seven experts.
How HK's emergency law may further worry investors
The masks ban using colonial-era legislation further damages Hong Kong's democratic credentials. With no end to the turmoil in sight, the city's financial status continues to weaken.
Weekly roundup of people news, Oct 4
Eastspring sees no job cuts from Thanachart Fund acquisition; Hines appoints chief investment officers; Amundi makes two new appointments; MSCI appoints an Asia Pacific head of indexes; KKR expands its global impact team; Standard Chartered appoints regional private bank head; Julius Baer poaches employee from HSBC Private Bank.
Weekly roundup of people news, Oct 11
Legg Mason reveals new Apac head; First State Super appoints deputy head; Axa IM promotes active fixed income head for Europe/Asia; Singapore PE firm Everstone poaches new Mumbai chief; former Anbang investment director joins crypto platform; Carlyle names new Korea investment head, and more.
AIA, FWD lead efforts to diversify risk with derivatives
Asian life insurers are more cautious than global peers about economic risks, according to a new survey. Some, including AIA and FWD, are seeking to diversify their risks in response.
Alaska Retirement says no to lone China, EM strategies
The US state pension fund has made the decision as part of a review of its asset manager relationships with an eye on simplification, cost-efficiency and greater excess return.
Why FWD’s CIO champions the use of derivatives
Paul Carrett says he supports the use of derivatives to hedge risks and execute promptly and hopes the new RBC regime doesn’t limit the investment opportunities available to insurers.
Why CPIC Life is taking its time investing overseas
It has yet to pick its external managers, let alone fulfil its QDII quota, AsianInvestor’s Institutional Investment Forum China heard. 'Why?' is a question with broader ramifications.
Asset owners set to insource more amid growing turmoil
In the case of AustralianSuper, an $112 billion retirement fund, strong inflows are adding to the pressure to accelerate investment team growth.
Muang Thai Life’s approach to outsourcing assets
How does Muang Thai Life engage with external managers? A keynote interview at AsianInvestor’s third Institutional Investment Forum Thailand reveals all.
