GPIF’s Mizuno: Lack of Japanese hinders alts recruitment
As interest in alternatives grows, the CIO of Japan's national pension fund believes that the mindset of asset owners must change, if they want to hire the staff they need.
Insto roundup: Aussie regulator questions lifers; Korea pension CEOs’ mass exit
Australia's financial regulator questions sustainability of life insurance; Allianz opens China's first fully foreign insurance holding company; GPIF of Japan teams up with multilateral institution to focus on social bonds; yen's fall troubles Japanese insurers; Korean pension executives step down ahead of election; Malaysia's PNB revamps leadership team and more.
Year of the Pig reflections: Bonds versus stocks
AsianInvestor's seventh Year of the Pig reflections considers how accurate our prediction was on whether bonds would outperform stocks across the year.
Texas Teachers sees Asia office delay, sets new SAA
The $153 billion public pension fund’s new chief investment officer explained why it has raised its private market exposure and is doing more direct investing.
Texas Teachers sees Asia office delay, sets new SAA
The $153 billion public pension fund’s new chief investment officer explained why it has raised its private market exposure and is doing more direct investing.
Year of the Pig reflections: The impact of Brexit
AsianInvestor's sixth Year of the Pig entry weighed how much the planned departure of the UK would affect regional or global financial markets. Read more to find out if we were right.
Weekly roundup of people news, Jan 17
Barings's Asia CEO retires; Northern Trust's head of Apac sec lending exits; M&G hires Asia distribution head from Eastspring; Schroders names Taiwan chairwoman; Deutsche Bank WM makes senior appointments; Golden Equator sets up Brunei branch; and more.
HKMA backs new Hong Kong private equity plans
Hong Kong’s de facto central bank voices its support for the upcoming limited partnership regime as more details of the developing legal framework emerge.
Why it’s time for Taiwan to further pension reform
Tsai Ing-wen, who was re-elected to a second presidential term last weekend, should take the bull by the horns and further improve the island's pension system over the next four years.
Year of the Pig reflections: ESG’s uneven importance
For this Year of the Pig lookback, AsianInvestor considers how our view of asset owners' rising engagement with ESG fared.
Alts revamp shows global ambitions at Korea’s NPS
After merging domestic alternatives investments into its global strategy, the state pension fund is now putting its efforts into overseas expansion.
Partner Content
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.
Global Outlook for 2020: A Battle of Three Cycles
What will be the dominant market drivers in the global economy next year? Markus Schomer, chief economist of PineBridge Investments, sees a three-way toss-up between macro, policy, and politics.
Sponsored Profiles
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.
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.
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
Natixis IM poaches China head from JP Morgan
The French asset manager has appointed a new head of its China business, as competition in the country's asset management industry continues to heat up.
Weekly roundup of people news, Jan 10
EPF names new CIO, strategy head; Invesco hires A-share quant specialist; Vanguard's Asia chief exits and its China portfolio review head switches to Ant Financial JV; Aberdeen Standard replaces insurance head; T. Rowe Price hires Asia consultant relations head; Credit Suisse picks up former Deutsche investment executives and more.
Weekly roundup of people news, Jan 17
Barings's Asia CEO retires; Northern Trust's head of Apac sec lending exits; M&G hires Asia distribution head from Eastspring; Schroders names Taiwan chairwoman; Deutsche Bank WM makes senior appointments; Golden Equator sets up Brunei branch; and more.
CPPIB keeps faith with Hong Kong in Asia push
The Canadian pension fund’s head of Asia remains confident that Hong Kong has the edge in providing regional accessibility as it sets out to accelerate its investments in the region.
HKMA backs new Hong Kong private equity plans
Hong Kong’s de facto central bank voices its support for the upcoming limited partnership regime as more details of the developing legal framework emerge.
Fake China PE funds out to trap unwary investors
Several so-called private equity funds in China really conduct risky lending or investing and pose potentially serious investment risks for asset owners, say market experts.
Signs rising that China will let pensions invest offshore
China’s former central bank governor Zhou Xiaochuan has spoken in favour of letting pension funds invest overseas, a sign senior officials are considering such a move.
Texas Teachers sees Asia office delay, sets new SAA
The $153 billion public pension fund’s new chief investment officer explained why it has raised its private market exposure and is doing more direct investing.
Chinese family offices multiplying, diversifying
But they seem as focused on growing their wealth as preserving it and are hungry for private equity, according to the new China family office report from UBS and Campden Wealth.
Alts revamp shows global ambitions at Korea’s NPS
After merging domestic alternatives investments into its global strategy, the state pension fund is now putting its efforts into overseas expansion.
