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The list of reasons to invest in APAC is compelling and institutional investors in the region are increasingly tapping the opportunities. Top1000funds.com looks at the different levels of income, volatility, efficiency and ultimately returns across the region.
active management, Asia, Franklin Templeton, GPIF, New Zealand Super
The looming SpaceX IPO has put the spotlight firmly on the so-called ‘space economy’, but asset owners have been urged to exercise caution about investing in a sector that still resembles the wild west, with no legal or governance framework to protect capital. That’s not to say money will not be made, but it might not be in the areas investors first expect.
Absolute return strategies are an important skeleton key to building a resilient portfolio according to Ben Samild, deputy chief investment officer, portfolio strategy at the Future Fund.
The climate challenge requires new investment on a staggering scale: new generating capacity, the electrification of everything, emissions-free fuel, carbon capture and sequestration, new supply chains and infrastructure, plus the building of negative emissions technologies. Stanford’s Dr Arun Majumdar explores the opportunities for new investment, the risk return trade-off and how investors should approach the opportunities.
Mass PRIM is involved in an MIT initiative to improve ESG with better data, ratings and ultimately products. Executive director and CIO, Michael Trotsky, explains how the ambiguity around ESG ratings creates acute challenges for investors trying to achieve both financial and social return.
China’s pledge to achieve carbon neutrality by 2060 will require radical change and formidable challenges lie ahead. But as delegates at the Sustainability in Practice event heard, investment opportunities include renewables, electric vehicles and energy storage.
Bridgewater’s Carsten Stendevad and PGGM’s Jaap van Dam discuss the need for more clarity and better communication in sustainability and explore how investing for impact is re-shaping investment strategies.
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
Top1000funds.com is read by investment professionals in more than 40 countries.
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