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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 UK’s LGPS pool, £120 billion ($161 billion) Border to Coast, is hunting for strategic relationships with asset managers and global asset owners as it prepares to invest £40 billion in private markets. Chief executive Rachel Elwell speaks to Top1000funds.com about the fund's approach to finding long-term partnerships in the market.
Singaporean sovereign wealth fund Temasek saw its exposure to China surge by $7.7 billion in the last reporting period as valuations rebounded in the world’s second-largest economy. It is also planning to more than double its exposure to the AI value chain within the next five years.
As asset owners grapple with the appropriateness of a total portfolio approach for their fund, new ICPM research has outlined building blocks to be considered in the process including some essential “enablers”, like governance structures, and optional “levers”, like incentive architecture. ICPM managing director Adrian Trollor unpacks the framework.
PGGM is preparing to build out the third element to its impact strategy targeting biodiversity. By focusing on food and the circular economy, PGGM aims to create most impact at home. Top1000funds.com looks at the fund's impact journey.
Investment committee meetings, a governance cornerstone at every asset owner organisation, run the risk of amplifying group biases and social dynamics, and can push the IC towards recommending more extreme investment positions collectively than the average of their individual views. Bernhard Scherer, head of portfolio implementation at ADIA, unpacks the thesis in a new paper.
As Finland's pension funds prepare to increase their equity allocations to unprecedented levels compared to global peers, they must also navigate a new and unfamiliar risk. Elo's chief investment officer Jonna Ryhänen explains the fund's investment approach going forward and how it will manage stakeholder and media scrutiny as they react to swinging volatility and returns.
The State Teachers Retirement System of Ohio has warned of a “material” increase in US recession risk compared to last year as the fund braces for a wider, “negatively skewed” distribution of outcomes in the next 12 months. It came as the mature plan, which is 81 per cent funded, is tilting to fixed income and new asset classes like liquid alternatives over equities.
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.
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