Geopolitical tensions and a low-interest-rate environment is causing some of the country's asset owners to seek diversification in their investment portfolios.
The pension fund's assertive approach on managers has helped cut management costs, but it's yet to be emulated by its peers in Asia. However, that could change.
Alternatives still remain a small part of the world largest pension fund's investments. But they're growing fast, so far led by domestic real estate allocations.
The world's largest pension fund endured a 2017/2018 fiscal year with ups and downs, and 2019 might be the year where it parts ways with perhaps its most important asset: its CIO.
Leading Japanese asset owners and fund managers convened for AsianInvestor's 8th annual Institutional Investment Forum in Tokyo on June 18 for insight on investing amid uncertainty.
There may be a growing amount of pension fund capital coming out of Japan but it's still being invested along traditional lines, despite increased networking with foreign peers.
For now, it's mainly just the bigger players, including Japan Post Bank. In future, there could also be some potential to exploit ESG inconsistencies across the global corporate landscape.
China launched an ETF Connect with Japan just a week after the start of the Shanghai-London Connect. But the new scheme may not sit well with institutional investors.
Despite the market's improved mood music, investment experts have reined in their expectations for this weekend's Osaka summit and remain wary of the economic downside.
The country's investors are facing risks stemming from the cost of hedging US dollar-denominated alternative investments, and are trying to overcome them via various means.
How much should Japanese pension funds manage in-house and how much should they place externally? The decision is increasingly dominating the thoughts of local CIOs.
Overseas private equity markets are gaining traction despite concerns about illiquid assets, said corporate pension executives at AsianInvestor’s Institutional Investment Forum in Tokyo.
Larger and smaller life insurers in Japan are looking to diversify globally to raise returns, but they face varying challenges depending on their particular circumstances.
The UK-based fund manager and Japanese trust bank have partnered on a joint-venture that aims to buy and improve multi-family buildings, a relatively novel approach in Japan.
Strong earnings from underwriting are helping Japanese life insurers to cope with low-yields but the pressure to continue diversifying is building.
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Wells Fargo AM has seen strong Asian flows into US bond mandates, but its international distribution head says demand for European fixed income and lower-beta strategies is rising.
With strong fundamentals, money to spend, and better credit ratings, Japan's insurers are increasingly looking abroad for better risk-adjusted returns.
With Chinese investors stepping back, Japanese, Korean and even Southeast Asian and Australian investors look set to step up their overseas real estate investments.
The Japanese asset owner registered its largest investment loss in the final three months of 2018. That could prompt the fund to consider greater diversification as it reviews its portfolio.