Munich Re’s new CIO wary of private asset push
Nicholas Gartside reveals what he has learnt from his recent switch to insurance from asset management, and says he's been inundated with pitches for illiquid investment strategies.
Why China risks a financial backlash from HK’s protests
Beijing’s interference in Hong Kong’s protests have raised the likelihood of worsening relations with the US. It would be wise to compromise.
Insto roundup: NPS looks to get aggressive; Temasek to go carbon-neutral
Australian regulator to reveal worst super funds; Supers look to private debt; China, France plan cooperation fund; Japanese lifers bet on property; Korea's NPS looks to be more assertive; Korean investors pile into alternatives; Temasek to go carbon-neutral in 2020; Aviva retains China and Singapore units, and more.
Why US rate-cut pause is a positive sign for instos
The hiatus in US central bank policy has soothed investor concerns and helped to lift sentiment, which is just as well given experts doubt the effectiveness of more cuts anyway.
Why US rate-cut pause is a positive sign for instos
The hiatus in US central bank policy has soothed investor concerns and helped to lift sentiment, which is just as well given experts doubt the effectiveness of more cuts anyway.
Why Asia instos must respond faster to climate crisis
With endowments and foundations becoming more active in sustainable investing, the onus is on the largest asset owners to shift their entire portfolios to address the key issues of the day.
Weekly roundup of people news, Nov 15
APG boosts EM equity team in HK; AMP Capital sees senior PM depart; Credit Suisse hires for Australia investment team; Bank of Singapore hires family office head in Dubai; JP Morgan names global agg head.
Denmark’s PFA set to double Asia property allocation
The current share of investments from Denmark’s largest commercial pension fund does not match the growth potential of the region, according to its real estate head.
How HK’s new RBC regime may affect reinsurers
The preferential treatment that reduces the cost of capital for Chinese insurers when they buy reinsurance in Hong Kong could change once the city adopts a new RBC regime.
Schroders’ Apac product and intermediary head quits
The British fund house has seen another change at the top with the departure of Showbhik Kalra.
APG sets up China offices and local bond team
The Dutch retirement asset manager is hiring investment staff for its first branches in Beijing and Shanghai in a pioneering move as it ramps up its expansion drive in Asia.
Partner Content
China Icebergs: Forces that could reshape the world
China’s remarkable consumption and technological trends are the tip of the iceberg; bigger business implications with potential to drive change globally lie out of sight a new report by The Economist Intelligence Unit and commissioned by PineBridge Investments highlights.
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.
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
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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
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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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Most Read
Invesco snares Aviva’s Asia CIO for new insurance role
The US asset manager has hired its first head of Asia insurance coverage, reflecting a trend among its peers. He starts on November 11 to tap this rapidly expanding client segment.
Weekly roundup of people news, Nov 8
Fidelity names China president; PFI Mega Life appoints chief; Bank of Singapore CIO exits, team restructure; Allianz Real Estate names global head of research; Eaton Vance poaches sales exec from Robeco; Investec AM hires head of private banking; and more.
Weekly roundup of people news, Nov 15
APG boosts EM equity team in HK; AMP Capital sees senior PM depart; Credit Suisse hires for Australia investment team; Bank of Singapore hires family office head in Dubai; JP Morgan names global agg head.
Asia's instos plan to ramp up hiring of ESG experts
The region’s asset owners want to add internal ESG professionals as part of a broader effort to engage with the factors, according to a new SSGA survey.
Why licensing rules could hamper Hong Kong’s PE plans
Private equity professionals and the regulator appear divided over how fund managers should be licensed, potentially thwarting the city's aspirations to become a fund services hub.
APG sets up China offices and local bond team
The Dutch retirement asset manager is hiring investment staff for its first branches in Beijing and Shanghai in a pioneering move as it ramps up its expansion drive in Asia.
Schroders’ Apac product and intermediary head quits
The British fund house has seen another change at the top with the departure of Showbhik Kalra.
New rules to curb Taiwan insurer bond ETF investing
The island's insurers have increasingly invested into the assets, but this will likely hit a plateau as the local regulator introduces an additional capital charge for currency risks.
China Icebergs: Forces that could reshape the world
China’s remarkable consumption and technological trends are the tip of the iceberg; bigger business implications with potential to drive change globally lie out of sight a new report by The Economist Intelligence Unit and commissioned by PineBridge Investments highlights.
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.
