Despite headwinds facing the Chinese economy, big asset owners expect mainland private equity to become more attractive, potentially requiring a change in investment approach.
Tag : alaska permanent fund
The approaches to downside protection vary, but in Asia and the US they include paring illiquid holdings and increasing allocations to unconstrained and low-volatility strategies.
Alaska Permanent Fund is gearing up to trade Chinese debt after including it in its index this year, and would like to find more Asian fund managers for its absolute return portfolio.
The state fund is raising its allocation to Asia, above all through private equity, says CIO Marcus Frampton, in the first of a two-part series on its rising focus on assets in the region.
