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.
Korea's ABL Life wants fund houses to be clearer about Covid-19's impact on infrastructure assets, while Canadian pension Omers' infra head has a fairly sanguine outlook.
The $20 billion South Korean life insurer wants to add more renewables in its real asset portfolio to raise its overall quality, while seeking to avoid deeply discounted assets.
AsianInvestor highlights 20 of the most seasoned and influential executives across institutional investors. We end our profiles by looking at Dilhan Pillay of Temasek and Choo Heung-sik, formerly of Bank of Korea and KIC.
Pension funds are joining a growing number of asset owners globally to find investment opportunities in real assets amid the Covid-19 fallout.
Experts believe the Korean pension fund could be ramping up internal staff to bring equities and fixed income inhouse, while focusing its external investing on alternatives.
The $20 billion South Korean lifer intends to fortify its real asset portfolio with more infrastructure assets in public-private partnerships as part of its search for reliable yields.
Regional life insurers will seek to reweigh their portfolios to seek out sufficient returns in the low rate environment, reduce duration gaps and adapt to new capital rules.
The country’s state-affiliated investors are likely to increasingly seek joint ventures with Korea Investment Corporation as they look to build their internal knowledge bases, say experts.
The impact of Covid-19 has caused volatility in equities and a collapse in interest rates across many countries. To secure decent returns, pensions and insurers will need more alternatives.
Industry executives give their views on whether rival financial centres will be able to draw financial firms and investors away from north Asia's premier financial hub.
A new series of articles for AsianInvestor's 20th anniversary focus on major investment undercurrents. First is the need for the region to build pension fund assets and returns.
The two asset owners are launching what should be the largest closed-end fund in Asia for a diversified portfolio of premium real estate, and are eyeing several assets.
The Dutch firm has appointed its first insurance coverage specialist in Asia as well as a new institutionally focused Korea sales head and client portfolio manager for quant strategies.
The impacts of the pandemic have been more significant for some pension funds than others, prompting renewed talk of mergers between smaller funds.
In the second part of our top fund managers by market explanations, we reveal why we chose half of this year's fund manager by market winners.
We describe why each of this year's top fund managers by Asia market stood out from their peers.
Asset owners and managers alike have flocked to the distressed debt universe, but the CIO of Korea’s Public Officials Benefit Association has so far not invested into such assets.
And they look set to continue spreading their wings to less typical locations when they do so.
The looming regulation on the classification of debt may prove unfavourable for distressed assets, but the Korean insurer remains unfazed.