The changing macroeconomic landscape has altered investment outlooks. AsianInvestor asked asset managers whether investors need to alter their portfolio construction – and how they might do so.
Although private market assets have proven themselves relevant for pension funds, the Korean appetite might be curbed for various reasons.
Rising demand for ESG-themed funds has led to the development of indices with sustainability components.
The state pension fund aims to invite bids for the two mandates by the end of the year to raise its alt exposure and replace underperforming managers, AsianInvestor can reveal.
The development of COVID-19 raises three key issues: the efficacy of the global response, the path of the recovery, and the conservative behaviour of consumers after a pandemic. PineBridge Investments assesses how these factors could affect fixed income, equities, and alternatives markets.
The big Chinese insurer is about to fund its first global multi-asset portfolio, as chief investment officer Ben Deng continues a strategy revamp and eyes more foreign exposure.
Already accounting for $11 trillion in AUM, outsourced institutional business in Asia could grow another 11% in the next 3-5 years, says the author of a new McKinsey report.
The move forms part of a broader shift into "alpha-generating sectors" even as the $18 billion pension fund grows more cautious about the global economic outlook.
Demand for multi-asset strategies as well as alternatives such as real estate and hedge funds has driven up assets for fund managers in the region, AsianInvestor's latest AI100 survey shows.
China’s third-largest life insurer has invited pitches for three overseas mandates that focus on multi-asset strategies. The three mandates will be worth $128 million in assets.
As asset managers in Asia seek to enhance their multi-asset expertise, technological innovation on the area looks set to keep up with the growth.
The French fund house will cut poorly performing and overlapping funds and focus on products close to client preferences, as it aims to build Asia AUM, said the group deputy CIO.