Poba’s new Calstrs JV offers shortcut to US property alts
The latest multifamily housing investment with California pension fund brings desired diversification to the Korean asset owner’s real estate portfolio, its CIO says.
Insto roundup: Aussie supers’ anti-green votes; Pressure on Calpers CIO over China
Australian super funds get called out for investing in and voting with shareholder proposals by fossil fuel companies; US senator calls for firing of Calpers CIO over his China ties; China's finance ministry to shift 10% of its holding in China Life's parent to NSSF; Life Insurance Corp of India's equity investing slides; Korea's NPS boasts 11% annual return in 2019 and more.
To DC and not DB: Japan’s pension challenge
The country's companies are trying to shift their employees from defined benefit to defined contribution pension schemes to avoid spiralling pension payment costs.
Thai insurers eye PE, offshore ramp-up after rule easing
A surprise doubling of the overseas allocation limit to 30% and lifting of the ban on private equity investment are welcome changes for increasingly yield-starved Thai insurance firms.
Thai insurers eye PE, offshore ramp-up after rule easing
A surprise doubling of the overseas allocation limit to 30% and lifting of the ban on private equity investment are welcome changes for increasingly yield-starved Thai insurance firms.
ETF Connect uncertainty persists amid headwinds
Work on the planned China-Hong Kong trading link for exchange-traded funds is continuing, albeit in the shadow of the coronavirus outbreak, global trade spats and cross-border tension.
Weekly roundup of people news, Feb 14
Former M&G exec starts as CEO of new PE firm; SSGA names Apac head of ETF sales; Axa IM makes investment and sales hires; JLL adds Japan hotels team head; Intertrust opens NZ office; Bank of Singapore appoints North Asia wealth planning head; and more.
New HK LP funds tipped to attract China state capital
Chinese and HK state investors may well expect private fund firms to use the new limited partnership regime, for which a proposal is imminent, says a lawyer involved in the process.
Citizen Smith: Ex-CFA boss urges regulators to drive ESG
Reflecting on how best to use his experience, former hedge fund industry guru Paul Smith wants to help investors improve how they deploy money, and talks "purposeful capitalism".
Why Thai pensions should diversify their assets more
The country's retirement funds must embrace a broader array of investments, including alternative assets, if they are to meet the needs of their fast-aging population.
Chinese insurer returns to slide on coronavirus impact
A mixture of low bond yields, interest rate cuts and insurers avoiding risky assets will lower returns, though A-share volatility will have a limited impact, say credit analysts.
Partner Content
Asian Bond Watch: Coronavirus and the investment implications
While the full impact of the virus remains unclear, it will likely force China to maintain a degree of policy support into the second half of 2020 and possibly beyond.
Being Ready for Investment Challenges in 2020
The consensus of returns for most assets is a lot lower than it has been for the last decade. Adapting to this environment will likely push more investors to delegate their investment activities to third parties and hopefully gain an edge.
Outlook 2020: It’s All About the Trade War
China’s trading relationship with the US still hangs on a knife edge. It’s safe to assume Trump will employ tactics that increase his chances of being reelected president. If that means escalation, expect stock markets losses in Asia.
Tapping into China's expanding investment universe
MSCI continues to monitor China’s ongoing market reforms as well as what investors are looking for in terms of international best practice.
Sponsored Profiles
Assessing Asia-Pacific’s New Corporate Fund Structures, Pt. 2
New corporate fund structures in Hong Kong, Australia and Singapore aim to make these domiciles more attractive to asset managers and investors. In part two of this mini-series, we examine whether asset managers should include them in their fund manufacturing and distribution strategies.
Why ESG data is key to reducing exposure to climate change
A quarter of all professionally managed assets incorporate environmental, social and governance (ESG) principles, including climate change, in their considerations. As demand for data grows, indices reducing carbon emissions risk are now more attractive.
Semi-liquid strategies broaden investor inclusion
Institutional investors are showing heightened interest in private assets, notably private equity, infrastructure equity, real estate equity and private corporate debt, new research reveals. David Seex, Schroders’ head of alternatives, Asia Pacific explains why.
Assessing Asia-Pacific’s New Corporate Fund Structures, Pt. 1
In competition with schemes such as UCITS, the development of corporate fund structures in Asia Pacific is providing more options for asset managers to domicile funds. We break down what the new structures mean.
In-depth
GPIF’s Mizuno: Why performance fees make sense
The CIO of the Government Pension Investment Fund explained to AsianInvestor his thinking behind its performance fee structure and whether he will stay on as CIO.
Sentiment Indicator: asset owners set for a defensive 2020
The latest survey of insurers, pension funds, endowments and other institutions shows mixed allocation plans for 2020, amid expectations of more macro and market uncertainties.
How APG works with external partners in Asia
The Dutch pension fund giant's Asia-Pacific chief explains how and why it selects different managers and other local partners for investing into the region.
Events
Dec 11, 2019
The 7th Insurance Investment Forum - Hong Kong
Long-term returns in a negative-yield environment
Dec 11, 2019
The 2nd Insurance Investment Forum - Singapore
Long-term returns in a negative-yield environment
Galleries
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Institutional Investment Forum Thailand 2019
Asset owners and domestic asset managers met in Bangkok on October 10 to discuss the future of overseas investment among Thai institutions.
China Institutional Investment Forum 2019
Chinese asset owners and domestic managers gathered on September 18 in Beijing to discuss overseas investments in turbulent times.
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.
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
Dec 16, 2019
SIX THEMES, FIVE YEARS, ONE OUTLOOK: How Asian investors can get the most out of their portfolios over the next five years
The uncertainty of the world's economy and geopolitics leaves Asian institutional investors with many uncertainties, as they ponder how best to strategically and tactically prepare their portfolios.
Northern Trust has identified six megatrends or themes that it believes will be among the most dominant over the coming five years, and which investors should take stock of as they consider their investment plans.
From concerns over high valuations to a persistent lack of inflation and a longstanding level of tension between the US and China, the world is set to become a more complicated place to navigate over the coming years.
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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Most Read
Prudential Asia embarks on major shakeup
The insurance firm is handing more autonomy to its individual country CIOs and seconding its regional CIO to Eastspring in Singapore, as the changes continue at UK group Prudential.
Weekly roundup of people news, Feb 7
Prudential names new Singapore CEO; MS Amlin replaces Asia chief; Pimco loses sales trio in HK; Principal Financial appoints new division heads in HK; Gam hires distribution manager in Australia; Colliers names new Apac CEO; East Ventures names adviser.
Weekly roundup of people news, Feb 14
Former M&G exec starts as CEO of new PE firm; SSGA names Apac head of ETF sales; Axa IM makes investment and sales hires; JLL adds Japan hotels team head; Intertrust opens NZ office; Bank of Singapore appoints North Asia wealth planning head; and more.
How Ping An is leveraging AI for ESG investing
The financial giant plans to complete its intelligent investment platform for ESG this year and hopes the technology can be widely adopted by the industry when it becomes robust.
Asset Management Awards 2020 – request for pitches
We are launching this year's Asset Management Awards. Here is all you need to know about pitching for the asset service, asset class and country awards, and our marquee honours.
Thai insurers eye PE, offshore ramp-up after rule easing
A surprise doubling of the overseas allocation limit to 30% and lifting of the ban on private equity investment are welcome changes for increasingly yield-starved Thai insurance firms.
Future Fund’s CEO search could prompt asset reappraisal
A period of looming inertia as the sovereign wealth fund seeks a new leader could raise pressure on the government to draw down on some of its assets.
CPPIB shows faith in India’s private credit markets
The Canadian pension plan’s investment into Indian distressed assets is being driven by gradually improving fundamentals, said its global head of credit investments.
MSCI seeks to spur instos to double private asset allocations
The financial services company believes that its recent tie-up with a private asset data firm will enable it to offer greater clarity and persuade asset owners to invest more in alternatives.
New HK LP funds tipped to attract China state capital
Chinese and HK state investors may well expect private fund firms to use the new limited partnership regime, for which a proposal is imminent, says a lawyer involved in the process.
