Big Singapore institutions voice trade war fears
Influential investors GIC and Temasek, along with other Asian asset owners, are showing increasing concern about the escalation of the US-led trade conflict.
Asset Owners
What Asian instos can learn from UK pensions
Asian pension funds should keep an eye on big changes taking place in the UK's retirement industry, including a portfolio de-risking trend and a rising focus on cashflow-driving investing.
How HKMA will manage HK’s new annuity investments
The central bank opened its HK$10 billion life annuity scheme for registration today, and will use several of its divisions to invest the premiums and manage the risks they incur.
AI300: Revealing Asia’s asset owner heavyweights
We unveil our latest annual survey of the region's largest institutional investors. Read on to learn which asset owners were largest, and which countries saw the most growth in entities.
NPS replaces acting CIO as upheaval continues
The new appointment comes after Cho In-sik steps down from his role amid other changes, as the Korean state pension fund seeks a permanent investment chief.
Taiwan’s BLF plans EM mandate of up to $2bn
The state pension fund’s deputy director general spoke to AsianInvestor about its plans for the equity portfolio, which is likely to be split between five sizeable asset managers.
SWFs eye EM infra amid private market pullback
Sovereign wealth funds may have hit ‘peak allocation’ to illiquid assets, for now at least, but are increasingly making non-core private investments, finds new research.
China ESG proposals to help instos assess managers
Industry participants welcome planned guidelines from the Asset Management Association of China that aim to drive adoption of environment, social and governance principles.
New Indian infrastructure vehicles lure asset owners
India's poorly developed infrastructure sector is attracting much-needed funds from the likes of CPPIB, Reliance Nippon Life and Edelweiss Tokio Life via a new investment structure.
How Texas Teachers is revising its investing strategy
The $151 billion pension fund’s CIO explains the rationale behind big changes in areas such as investment insourcing and equities allocation.
Australian investors weigh up private equity benefits
For some larger asset owners, currently high PE valuations are discouraging, while for smaller funds, the high fees are prompting a re-think in allocations.
What new pension rules mean for China lifers’ ALM
New asset allocation rules and staffing requirements have been set out for life insurers engaging in the annuities business, as well as fund houses seeking to manage such funds.
Instos highlight challenges of alts investing
Senior executives at Prudential Malaysia and EPF outlined the various regulatory hurdles and market constraints during a panel discussion at a recent AI forum.
Temasek builds US exposure, flags global concerns
The Singapore state investor is steadily expanding its North America portfolio and has opened a third US office, in Washington, DC. But it may slow its pace of deal-making globally.
CIC set to continue alts push despite growing tensions
China’s $941 billion sovereign wealth fund will likely continue to ramp up its alternative investments even as the investment climate grows more difficult in some respects.
Japan corporate pensions revamping allocations
Japanese defined-benefit schemes are showing a growing hunger for global and alternative investments, a JP Morgan Asset Management poll shows.
Taiwan lifers facing possible Formosa bond cap
By including Formosa bonds as overseas investments, the island's financial regulator could put limits on life insurer buying in order to encourage more investment at home.
Alts-hungry SWFs risk returns let-down
Sovereign wealth and state pension fund allocations to alternatives have doubled since 2013, but crowded markets will make it harder to hit return targets, Invesco's industry report shows.
Asset owners divided on ESG approaches
EPF, Prudential Malaysia and Axa Affin Life are adopting ESG principles in different ways, ranging from exclusionary screening to sustainable investing, delegates heard at an AI forum.
Generali exercising caution on China equities
The MSCI inclusion of A shares is, at a minimum, prompting asset owners to rethink their investments in Chinese equities. Italian insurer Generali is taking a prudent approach.
