Superannuation managers are increasing trading frequency, tilting geographically and adding private market exposure as geopolitical shocks, AI disruption and energy politics drive sharper market divergence.
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Pension Funds
AsianInvestor's flagship Hong Kong event featured commentary from leaders in institutional and asset management.
Not enough attention is being paid to climate risk and obsolescence in the property sector, even as long-term investors treat it as a core issue for underwriting and portfolio monitoring.
Saudi Arabia’s PIF explores massive merger of transport assets; Indonesia’s Danantara to oversee natural resource exports to curb $150bn leakage; Philippines SWF posts income growth; and more.
Singapore's GIC has already embedded TPA into its mandate, while major Korean pension funds are also experimenting with the approach.
John Livanas, the Australian pension fund's CEO, says true investment leadership requires the “BLT principle”—Boldness, Luck, and Talent—beyond technical expertise.
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APAC’s mix of geopolitical volatility, youthful demographics, and rapid technological change makes it both a testing ground and a treasure trove for global investors.
The Dutch pension investor is underweight in the sector relative to target and sees Japan, living and selective office recovery as key areas for future deployment.
Abu Dhabi considers setting up new defence-focused investment vehicle; Taiwan’s Bureau of Labour Funds trims US exposure; Australian pension Brighter Super shifts away from domestic equities in favour of global AI stocks; and more.
With $52 billion already deployed across Asia, the region is emerging as a cornerstone of the Canadian pension manager's global decarbonisation strategy.
Across much of Asia Pacific institutional-grade stock, fund structures and manager capabilities are uneven, limiting large pension investors’ ability to build core real estate exposure at scale.
The country's biggest pension funds are warning that a jump in the Australian dollar could hurt their investment returns.
