Asset owners eye infrastructure to fill yield gap

Across Asia Pacific, investment appetite among insurers, pension funds and other institutions bodes well for unlisted infrastructure – especially sustainable assets in Asia, within mandates managed by professionals with experience, finds the latest survey by AsianInvestor and QIC.

Asset owners eye infrastructure to fill yield gap

Across Asia Pacific, investment appetite among insurers, pension funds and other institutions bodes well for unlisted infrastructure – especially sustainable assets in Asia, within mandates managed by professionals with experience, finds the latest survey by AsianInvestor and QIC.

Weekly roundup of people news, May 14

Rest Super hires two investment heads; Equip and Catholic Super JV hires acting CIO; AMP Australia reveals seven leaders including new CIO; State Street names head of Apac asset managers unit; BlackRock gets go-ahead for China wealth unit; Fidelity adds Asia director for sustainable investing; Allianz Real Estate appoints Japan acquisitions head; and more.

Partner Insights

Beyond Profit: How effective sustainability measurement will take Asian bond portfolios to the next level

Despite its strong growth in the past year, the long-term success of sustainable bonds in Asia relies on greater disclosure and a clear, data-driven investment process to assess and measure the impact of proceeds, according to Angus Hui, head of Asian and emerging market credit, Asian fixed income at Schroders. In this Beyond Profit series, Schroders explores sustainability in various investment aspects.

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.

The unique challenges of modeling equity risk in China

Regulatory reform in China in 2020 further opened the country’s markets to overseas institutional investors. The removal of Qualified Foreign Institutional Investor (QFII) and RMB Qualified Foreign Institutional Investor (RQFII) investment quotas, and the lifting of overseas ownership limits in the mutual fund sector have attracted foreign asset managers to set up wholly foreign-owned enterprises (WFOEs) and apply for onshore mutual fund licenses.

Three 'Ps' that make your sustainable investing the ‘real deal’

Although sustainable funds have seen increasing inflows amid growing environmental awareness and the spotlight on social issues due to Covid-19, the industry still lacks a standard definition of sustainable investing. Nicholette MacDonald-Brown, head of European blend equities at Schroders, explains the firm’s three-pronged approach of people, process and purpose.

In-depth

Magazine

Events

Asian Investment Summit

With the theme of 'investing through uncertainty', the 2021 event will go virtual and cover different asset classes each afternoon.

14th Institutional Investment Week Korea

Taking place every morning between 21 Jun and 25 Jun, the 14th Institutional Investment Week Korea will show how Korean investors should rebalance their portfolios, build resilience within their investment strategies.

Webinar

Early warning signals: planning your portfolio in a new era

Investors globally are striving for as much clarity as possible to shape and support their portfolio planning. As the unparalleled uncertainty over the past 12 months in macroeconomics and financial markets continues to linger, it is more important than ever to be able to make well-informed investment decisions.

Across asset classes, sectors and geographies, effective early warning signals play an essential role in helping investors translate data into actionable insights.

This interactive and timely session will provide case studies and practical perspectives from experienced practitioners to help investors overcome the challenges they face by having the right information at the right time.

Key talking points we will discuss include:

  • How investors have shifted and adapted their approach in a post-pandemic era to how they assess the economic and investment landscape – and identify new opportunities
  • How investors try to pinpoint and interpret early warning signals in their target markets and (public and private) assets
  • Tools and techniques to enhance returns yet mitigate risk – including making sense of broad and deep datasets
  • The extent to which data and analytics are used and applied to derive insights and drive investment decisions

 

Speakers

  • Tim Riordan, Portfolio manager, Aware Super
  • Desmond Tjiang, CFA, Managing Director and Senior Portfolio Manager, Conning Asia Pacific
  • Andy Ji, PhD, Head of Research, Blue Fire AI
  • Ross Allen, Managing director, IHS Markit
  • Andrew Crooke, Strategy and content director, AsianInvestor

Join us for an in-depth discussion on this exciting area.

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Weekly roundup of people news, May 7

Pimco's Greater China head to step down; fixed-income fund manager leaves Pimco for GIC; Omers hires principal in Singapore; MLC Life Insurance appoints GM for retail insurance business; AIA adds ESG head; Mercer hires China leader from Ping An; JP Morgan AM's Australia head to retire; Credit Suisse promotes Greater China CIO; and more.