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.
London-based Legal & General Retirement Institutional views the region favourably from a macroeconomic and political perspective, says its head of investment solutions.
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.
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.
The three investment organisations have been investing into internal technology and data through the pandemic period to become more efficient and spot investment possibilities.
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.
The secretary general of Thailand's biggest pension fund explains how technology and data are transforming its operations in a webcast hosted by AsianInvestor.
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.
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.
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.
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.
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.
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.
The two asset owners are leading Asia Pacific efforts to adapt their portfolios in renewable energy-related assets to help mitigate climate policy risks.
The C$205 billion Canadian pension fund is putting expertise in place to focus on various new areas in Asia.
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.
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.
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.
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.
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.