Asset owners face sustainable investing 2.0
The increasing urgency of climate change will cause more scrutiny on asset owners and fund managers, while also leading to better and more universal standards for investment.
Asset Owners
L&G’s £80b retirement fund increases Asia exposure
London-based Legal & General Retirement Institutional views the region favourably from a macroeconomic and political perspective, says its head of investment solutions.
CIC slows alternatives push amid uncertain market
CIC may not reach the goal of having 50% of its assets in its global portfolio allocated in alternatives by 2022, but it will continue to increase investments in private markets.
Why Omers’ real estate arm may treble its Asia allocation
Oxford Properties plans to move its Asia Pacific head to Singapore to spearhead a push to diversify and ramp up its regional exposure to as much as a quarter of its global assets.
How Ping An, GPF and PNB are building tech capabilities
The three investment organisations have been investing into internal technology and data through the pandemic period to become more efficient and spot investment possibilities.
Insto roundup: Denmark labour fund drops China assets; Taiwan insurers see infra opportunities
Denmark pension to sell China assets over human rights violations; BEA puts life insurance division on block; Japan's Sompo must better support ESG, say campaigners; NPS signs tie-up with Keppel Capital for infrastructure; GIC raises stake in ESR logistics unit; Taiwan's life insurer rule changes to offer new infrastructure investing and more.
How Thailand’s GPF leverages tech and data to invest
The secretary general of Thailand's biggest pension fund explains how technology and data are transforming its operations in a webcast hosted by AsianInvestor.
Iowa pension buying big into illiquids, mulls insourcing
The US state's biggest retirement fund has nearly trebled its target allocation to private credit and is adding private equity and real assets too. It is also eyeing other ways to boost returns.
Omers infrastructure head surveys Covid-19 fallout
Deal sourcing and origination of infrastructure assets have been affected by the pandemic, but the Canadian public pension fund was able to close some transactions.
Poba to lead Korean instos into offshore co-investments
The asset owners will likely co-invest with more asset owners outside Korea as they are not able to conduct due diligence amid the lockdown while looking for higher returns.
Insto roundup: Anbang Insurance to disband; NPS could offload $6.87b in stocks
Australian Super is "re-risking" portfolio; China's Anbang Insurance to disband; India's pension regulator could raise fund manager fees; GPIF's ex-CIO accused of pressurising Harvard endowment over vote; Korea's NPS could unload W8 trillion of equities; Singlife and Aviva Singapore merging and more.
Japan’s new PM could seek to improve GPIF oversight
New prime minister Yoshihide Suga could set out plans to tighten GPIF's oversight to garner support for his re-election next year, say country experts.
Spanish lifer Mapfre eyes European property bargains
The insurer intends to source alpha by investing more in alternative assets, and is particularly looking buy up prime office properties in European cities as their prices fall further.
How NZ Super, GPF are preparing for a low carbon transition
The two asset owners are leading Asia Pacific efforts to adapt their portfolios in renewable energy-related assets to help mitigate climate policy risks.
OTPP opens Singapore office, adds execs in region
The C$205 billion Canadian pension fund is putting expertise in place to focus on various new areas in Asia.
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How small pension funds can benefit from their size
With no end in sight to the fund merger trend in Australia, funds of under $1 billion in size are under greater pressure to show their worth. There are ways they can do so, say experts.
Veterans' views: NZ Super's Whineray on instos' top challenges
AsianInvestor held a set of interviews with senior executive veterans of Asia's investment industry. First, Matt Whineray of NZ Super describes how his organisation has changed.
Asset owners weigh more inhousing over poor performance
The poor performance of several active fund strategies such as value funds and alternative risk premia have led more investors to consider inhousing more of their investing resources.
Why UK’s Pool Re de-risked 20% of its portfolio
The reinsurance company benefited from a surge in equity prices from late March, only to shift one-fifth of its portfolio into defensive, short-term gilts in August. Its CIO explains why.
Asset owners mull rebalancing equities on dollar risk
Tactical global investors are anticipating a possible unwinding of the trend of US equities outperforming the rest of the world, amid speculation that the dollar will weaken further.
