ESG has increasingly been ingrained into asset owners' investment policies, including the external fund managers they hire, according to institutional investor executives.
Samsung Group's insurance arms are looking to expand their capacities and hedge against inflation via overseas GPs in infrastructure and real estate investments.
The Korean sovereign wealth fund cut growth stocks in the technology, media and telecom sector in favour of bluechips, and is looking to Europe as the US-China spat deepens.
The life insurer wants to increase its investments in the private debt, credit, and derivatives markets as it strives to manage its liabilities better.
Uncertainty from Covid-19 and due diligence challenges have prompted real estate investors to favour blind pools over large-scale projects.
With assets under management reaching $195.7 billion at the end of May, the Korean sovereign wealth fund is continuing to raise its game with alternative assets.
Chief executive Eddie Yue highlights the urgency of providing greener banking system, and explains how Hong Kong could help Chinese green bonds issuers.
Senior executives at the Taiwan financial group and Canadian pension fund believe that companies have to make an ESG transition, and may not have a choice in a few years.
Investors from China and the US are expected to continue buying assets in each other’s markets despite the blacklist of Chinese firms with military and surveillance ties.
Indonesia Hajj Fund Management Agency (BPKH) says that pandemic woes hit direct investment in 2020, but the fund remains firm in its commitment to using it as a tool to drive ESG change
Two asset owners - one from Korea and the other from the Philippines - describe how overseas and alternative assets are the best hedge against inflation and rate fears.
Regional investors look set to seek more investments in the asset class, especially from North America and Asia, say senior executives at asset owners and fund houses.
The investment industry lacks coherent sustainability standards, which makes applying them harder, said officials at asset owners and fund houses from Japan, Malaysia and Korea.
Rising prices appear to be mostly transitory but could begin to pose broader concerns if they remain elevated for a long period, the asset owner believes.
The largest pension fund in Thailand will focus on central business district areas for real estate, while New Zealand's sovereign wealth fund is planning to avoid competitive areas.
Guillermo Donadini of the US insurer believes insurers will keep chasing alternative assets, with interest rates set to remain low as governments look to repay increased debt burdens.
Senior executives at the two life insurers shared how they and peers should adapt their investment portfolios ahead of Hong Kong's new risk-based capital regime.
The Covid-19 pandemic has brought investing opportunities in credit markets amid turbulence, said CIOs from AIA, Prudential Asia and Ping An at an AsianInvestor event.
Hyundai Marine & Fire Insurance and Fubon Hyundai Life said private credit strategies, and in particular private lending, are gaining appeal among their domestic peers.
The Korean life insurer is ramping up its alternative exposure and is looking beyond the domestic market to search for such opportunities.