Real estate is evolving fast as increased global investment opportunities emerge. Property prices in key markets have begun a tentative upswing that may offer scope for capital gain. There is also evidence of rental growth in some locations, which has had a positive effect on capital values. However, as the effects of the global financial crisis continue to be felt, investors are demanding greater control over their investments. This paper examines the opportunities and challenges facing institutional investors, as well as favoured strategies in the current market.
Asset Classes
Real Estate: New Opportunities for Institutional Investors
Fixed Income
CalPERS touts fixed income wins, gears up for TPA
At the annual review of its fixed income portfolio, CalPERS staff explain how active management, value-add strategies and the hunt for alpha are paying off, with ESG integration giving it a valuable edge and informing it to invest in companies under pressure like Boeing at the right time.
Sarah RundellOctober 14, 2025
News
ACERA eyes global, more active approach for $6.6b equity portfolio
The $13.2 billion Alameda County Employees’ Retirement Association fund is planning a major overhaul of its equity portfolio, shifting from a passive US-focused approach to a more global, actively-managed strategy in an effort to boost returns. The shift will result in manager terminations and searches.
Brendan SwiftSeptember 2, 2025
Equities
China’s $420b social security fund eyes ‘AI+’ theme in A-shares
China’s $420 billion National Social Security Fund is scoping out technology-related investment opportunities in domestic equities, particularly the so-called “AI+” theme where artificial intelligence is married with traditional industries to enhance profitability, which has been gathering market and political momentum.
Darcy SongAugust 28, 2025
Real Estate
SWIB: Why real estate investors are still talking about the pandemic
The State of Wisconsin Investment Board's head of real estate Jason Rothenberg shares his views on how to address the enduring challenges for office investors. It involves a building-by-building investment approach to avoid assets at risk of conversion or demolition.
Sarah RundellAugust 19, 2025
Infrastructure
APG’s infra ramp-up: APAC markets in focus
APG Asset Management, Europe’s largest pension investor, is set to double its global infrastructure allocation in the next five years and is stepping up its push into infrastructure assets in the Asia Pacific with a focus on Australia, India and Southeast Asia and opportunistic investments in Japan and Korea.
Darcy SongAugust 18, 2025
Private Credit
Mid-market, asset-backed private credit shines for growing Asian allocators
Asia's growing investors, including university endowments and family offices, are hunting for returns in lower-middle market and asset-backed private credit. In an interview with Top1000funds.com, head of Asian clients at the $92 billion OCIO Cambridge Associates, Prabhat Ojha, talks manager selection and Asian allocators' rising appetite for alternatives.
Darcy SongAugust 11, 2025
Investor Profile
AP4: Why a dynamic, shorter term allocation is paying off
Volatile markets have provided a rich hunting ground and opportunistic best ideas have come thick and fast for AP4’s new five-pronged global allocation made up of systematic equity, currency and rates, asset allocation, hedge funds/external mandates and analysis. Magdalena Högberg explains the risks and opportunities of the best ideas allocation.
Sarah RundellAugust 5, 2025
