The Dutch pension asset manager's Asia Pacific head of real estate says his team has just had one of its busiest years ever and that 2021 is looking similarly promising.
Treasury Asia is an A$800 million ($736 million) boutique specialising in long-only Asia ex-Japan equities. It is one of six such boutiques under the umbrella of the Treasury Group, an Australia-based incubator of small- and medium-sized investment companies, explains Sheldon Rivers, general manager at Treasury Asia in Sydney.
The other funds comprise of strategies in Australian equities, global equities and small caps. Treasury Group is listed on the Australian Stock Exchange.
Treasury Asia launched in 2005 under the investment leadership of Peter Sartori, who had previously managed Asia ex-Japan equities for Credit Suisse in Sydney. Its clientele includes institutional investors from Australia, the United Kingdom and other markets in Europe.
Sartori and colleague Tan Eng-Teck û another ex-CSAM investment analyst û will use the Singapore office as a springboard for their regular company visits to the region. The firm is also employing a dealer in Singapore. The office was partly strategic, to allow Treasury to be closer to the companies it covers, and also tactical; it wanted to hire Ng, a native of Singapore who preferred to stay there.
Rivers says, however, at this point the firm does not have plans to use the Singapore office for marketing or business development.
Regional institutions’ investment managers outperformed their external peers, underlining that they are just as vital as modern asset allocation strategies.
AsianInvestor describes why we chose the top funds across a series of key asset classes.
The RM82.64 billion ($20.6 billion) Malaysian Hajj fund, which recently completed a restructure, is looking to diversify globally but remains cautious of risky assets.
Mega players Nippon Life and Dai-ichi Life are looking for opportunities in higher-yield single-A US corporate bonds, which offer more appealing yields than stagnant domestic offerings.