Ex-GIC and BlackRock tech guru to advise asset owners
The data and analytics specialist is joining asset management consultancy Shoreline to expand the team in Singapore advising on investment operating models.
Further QDII quota easing unlikely to entice China insurers
The easing measures could favor equities in Hong Kong and the US while insurers still see hurdles in offshore exposure.
Year of the Ox outlook: Will 2021 be the year for ESG?
For the Year of the Ox, AsianInvestor offers predictions on some key market developments. Today: Will ESG greatly shift asset owners' investing approaches?
Making the most of alternative data
In today’s fast-paced trading environment, there is growing demand for unique data streams to help guide investment decisions. In a recent webinar, AsianInvestor spoke to experts in the field of alternative data to gain a more in-depth understanding of the latest available options, from geotagging to sentiment analysis through natural language processing, and other unique sources of alpha.
Making the most of alternative data
In today’s fast-paced trading environment, there is growing demand for unique data streams to help guide investment decisions. In a recent webinar, AsianInvestor spoke to experts in the field of alternative data to gain a more in-depth understanding of the latest available options, from geotagging to sentiment analysis through natural language processing, and other unique sources of alpha.
More European insurers entering Asian private credit
Several European insurers are moving to start including emerging market assets – most notably Asian private credit – in their illiquid portfolios, says Joel Krueger, Aon's global CIO.
Year of the Ox Outlook: Will cryptos finally gain favour with asset owners?
For the Year of the Ox, AsianInvestor offers predictions on some key market developments. Today: Will cryptocurrencies finally gain favour with asset owners?
Taiwan, Korean insurers to add resources for offshore debt push
Standard & Poor’s says asset volatility will lead insurers to invest more in offshore debt, a need that could raise questions for their regulators.
Asset Management Awards 2021 – request for pitches
AsianInvestor is requesting submissions for its latest Asset Service and Asset Management awards, which will incorporate a panel of industry judges. Read on to learn more.
Year of the Ox outlook: Which alternative asset class will climb most in asset owner portfolios?
For the Year of the Ox, AsianInvestor offers predictions on some key market developments. Today: Which alternative asset class will climb most in asset owner portfolios?
Insto roundup: Korea Post picks managers for foreign alts; BLF cuts scandal-ridden managers
Aware Super acquires 25% of retirement business; India's NIIF competes with offshore investors to buy high infrastructure; Korea Post looking to hire two domestic managers for foreign alternatives portfolio; Taiwan's BLF terminates two fund managers implicated in bribery scandal from mandate and more.
Partner Insights
ESG and securities lending: Asia charts a course towards alignment
There is growing investor interest in managing the environmental, social and governance (ESG) factors inherent in securities lending – especially concerning voting rights – finds a consultation conducted by AsianInvestor and the Pan Asia Securities Lending Association (PASLA).
World Gold Council 2021 outlook: continued growth amid market corrections and low rates
Investors in Asia Pacific will likely see the low interest rate environment as an opportunity to add risk assets in the hope that the economic recovery is on the immediate horizon, but the case for owning gold in portfolios remains strong, according to Jaspar Crawley, Head of Distribution, APAC, at The World Gold Council.
Three trends driving the future of investment processes
BNY Mellon’s new report looks at key drivers shaping the investment industry that buy-side leaders should not miss.
Finding factors to fit economic cycles
By applying the ‘Investment Clock’ framework, investors can link factor behaviour across economic cycles in the US.
Investing in the green economy - sizing the opportunity
Although the green economy represents an investment opportunity equivalent to a $4 trillion market cap, the rapid growth in recent years needs to accelerate further to achieve the goal of keeping global warming within 2 degrees.
Taming digital assets for institutional exposure
The development of institutional grade financial infrastructure such as exchanges and custody arrangements has made digital assets more accessible to traditional fund houses, ETF issuers and other types of investors. Yet more consideration is needed about how to allocate to these assets and also mitigate the risks.
Taking a targeted approach to sustainability
As investors increasingly recognise the risks and opportunities from the low carbon transition, they are incorporating a wider set of considerations into their decision making, including carbon, green revenues and environmental, social and governance (ESG) factors.
European listed real estate offers opportunities
Studies show that when comparing the long-term returns of listed and unlisted real estate vehicles based on the same underlying assets, the listed sector is an effective proxy for direct property investment. However, listed real estate (LRE) has the benefit of higher transparency, diversification, unmatched liquidity and a lower hurdle to global access compared to direct property.
Drivers of change – macro forces and the new normal for insurance
In a recent webinar, we asked insurance industry experts how their investment teams can best plan to meet their return targets when facing a mixture of market volatility, low returns, a tenuous economic recovery and geopolitical uncertainty.
Going for gold - allocation strategies among uncertainty
In our recent webinar in partnership with the World Gold Council, AsianInvestor spoke with a panel of experts about this unique asset class in the context of current developments and the outlook for the future.
Why private assets will prove their resilience in 2021 and beyond
Private assets continue to attract capital as investors seek better returns. While private markets can continue to deliver, they will increasingly rely on hard-to-access areas and specialist skills, says Georg Wunderlin, global head of private assets at Schroders.
Emerging market corporate debt, explained
In a recent webinar, AsianInvestor spoke to top experts on emerging market (EM) corporate debt to get a better sense of the opportunities, risks and rewards that investors should be familiar with. To continue the conversation, we followed up with panelists to further explore some key issues.
In-depth
Temasek could evolve growth focus under new CEO
The chief executive's decision to step down after nearly 17 years ends an era of rapid evolution. New CEO Dilhan Pillay will need to accelerate Temasek's move into modern areas.
More Korean asset owners join alternative asset stampede
The Construction Worker Mutual Aid Association and DGB Life are among the Korean asset owners that intend to further increase their alternative investments.
Global investor hunger rising for pan-Asia private credit
Asset owners and managers are being drawn to private credit investments in China and India, but also other areas. However, Asia presents unique risk challenges too.
Foreign investors eager to unearth China’s risky debts
Unable to access China's distressed assets directly, international private debt buyers have tied up with local partners and are building teams to identify opportunities.
Magazine
Events
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Nov 17, 2020
Insurance Investment Week
AsianInvestor’s “Insurance Investment Week” will be taking place as a 5-day virtual event from March 15th to 19th.
Webinar
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Feb 5, 2021
The unique challenges of modelling equity risk in China
This webinar will be conducted in Mandarin
Regulatory reform in China in 2020 further opened its markets to overseas institutional investors. The removal of QFII and RQFII investment quotas, and the lifting of overseas ownership limits in the mutual fund sector have attracted foreign asset managers to set up WFOEs and apply for onshore mutual fund licenses.
Together with the quick economic recovery from the pandemic and relatively healthy returns from China A-shares, more institutional investors are looking to increase their exposure to Chinese equities. Yet the relationship between China and the US is still a major concern for investors. And no one is certain if the situation will improve under a Biden administration. Investors still struggle to manage and model the risk of the Chinese equity market, which might be fundamentally different from other major markets.
During this in-depth webinar, leading industry speakers will discuss how to standardise market risks and returns and examine:
- The dynamics and nuances of the Chinese equity market
- The dominance of China’s SOEs in the market and the impact of state vs private ownership on risk and return
- The distinct behaviors of the traditional risk factors in China and other major markets
- Other factors investors should take into account when investing in the Chinese equity market
- How to factor in the above tilts in risk modeling in a standardised way
Oct 29, 2020
Emerging Markets Corporate Debt - Navigating the Unknown
Over the past two decades, the value of outstanding US dollar-denominated Emerging Markets (EM) corporate debt has increased by a factor of 20, to over $1.5 trillion – a larger asset pool even than US dollar EM sovereign debt, according to Bank of America Merrill Lynch. This growth has created unique opportunities for investors, particularly those rethinking their asset allocation and risk-reward profiles while seeking diversification and less correlated return streams.
In our upcoming webinar in partnership with Credit Suisse, our expert panel will address questions such as:
- During Covid-19, how well did EM corporate bonds perform and why?
- What are the key risk-reward factors that distinguish EM corporate from EM sovereign debt – and how are they influenced by historical default rates?
- How can EM corporate bond valuations create attractive investment opportunities in countries where sovereign ratings are relatively low?
- When does EM investment grade corporate debt offer an attractive alternative to developed market credit, vis-a-vis the underlying country exposures?
- Which unique considerations are relevant to EM bonds, particularly when it comes to transparency, governance and auditing?
Join us for an in-depth discussion on this exciting area within fixed income.
Oct 30, 2020
Making the most of alternative data
There is ever-growing demand in today’s fast-paced world of finance for unique data streams to help guide investment decisions. From geotagging to sentiment analysis through natural language processing, a myriad of options are now available. Data management professionals, quants, research teams, and data scientists are all looking for new sources of alpha to help differentiate their offerings – but even the best raw data cannot be useful in isolation, and requires processing and context. Our panel of experts looks at which alternative sources are truly useful, and how they can be benchmarked against and integrated with more traditional data sources.
During this in-depth webinar, we will discuss:
- How to deploy and execute an effective overall data management strategy
- How to get the most out alternative data and data science programs
- Analysis of key trends in data usage and alternative data demand in 2020
- How the right datasets can guide technology planning and investment
- Who can benefit the most from alternative datasets, and how
Oct 23, 2020
Going for gold: Allocation strategies amid uncertainty
The price of gold has been surging against the backdrop of fatigued economic growth. Its price has reached record highs thanks to near zero interest rates and a weakening US dollar.
Aside from its reputation as a safe haven in times of economic uncertainty and political risk, gold is a useful hedging tool and provides long term capital gain. Yet asset owners have concerns over liquidity and valuation as the asset does not provide any yield.
The ‘Going for Gold’ webinar, in partnership with the World Gold Council, will host two leading asset owners and assess:
- Investor sentiments towards US dollar
- Interest rate and economic growth forecast
- Key price drivers, liquidity and the supply and demand of gold
- The ideal form asset owners should invest in gold
- How to calculate gold’s asset valuation in different scenarios
- Gold’s role as a strategic asset
- Gold and ESG considerations
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Most Read
Weekly roundup of people news, Feb 11
BLF chief steps down; Temasek appoints new CEO; EPF replaces CEO; BlackRock names new Asia Pacific head; CIFM appoints new fund manager; M&G hires HK intermediaries head; Amundi creates OCIO division; Schroders names new Australia CEO; BNY Mellon WM closes HK office; HKEX appoints new CEO and more.
Weekly roundup of people news, Feb 19
Korea Post names two new CIOs; M&G Real Estate replaces Asia CEO and CIO; Cbus names a people and culture executive; KKR MD Terence Lee quits; MetLife hires HK-based institutional and insurance head; HSBC makes trio of CIO appointments; CBRE account director transfers from HK; SC Lowy adds trader in London; and more.
Global investor hunger rising for pan-Asia private credit
Asset owners and managers are being drawn to private credit investments in China and India, but also other areas. However, Asia presents unique risk challenges too.
Temasek could evolve growth focus under new CEO
The chief executive's decision to step down after nearly 17 years ends an era of rapid evolution. New CEO Dilhan Pillay will need to accelerate Temasek's move into modern areas.
Taiwan’s BLF plans $4.4b in local and foreign mandates
The state pension fund particularly wants to raise its overall foreign investments but will slow its appointment of external managers following last year’s bribery scandal.
Three trends driving the future of investment processes
BNY Mellon’s new report looks at key drivers shaping the investment industry that buy-side leaders should not miss.
World Gold Council 2021 outlook: continued growth amid market corrections and low rates
Investors in Asia Pacific will likely see the low interest rate environment as an opportunity to add risk assets in the hope that the economic recovery is on the immediate horizon, but the case for owning gold in portfolios remains strong, according to Jaspar Crawley, Head of Distribution, APAC, at The World Gold Council.
Investing in the green economy - sizing the opportunity
Although the green economy represents an investment opportunity equivalent to a $4 trillion market cap, the rapid growth in recent years needs to accelerate further to achieve the goal of keeping global warming within 2 degrees.
Taming digital assets for institutional exposure
The development of institutional grade financial infrastructure such as exchanges and custody arrangements has made digital assets more accessible to traditional fund houses, ETF issuers and other types of investors. Yet more consideration is needed about how to allocate to these assets and also mitigate the risks.
ESG and securities lending: Asia charts a course towards alignment
There is growing investor interest in managing the environmental, social and governance (ESG) factors inherent in securities lending – especially concerning voting rights – finds a consultation conducted by AsianInvestor and the Pan Asia Securities Lending Association (PASLA).