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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
A geostrategic standoff between the US and China over AI would be “extremely damaging for capital owners” according to the Future Fund, Australia’s A$337 billion ($237 billion) sovereign wealth fund, which outlined four “secular scenarios” around AI and its investment implications.
APG Asset Management, the largest pension fund provider in Europe, considers the arguments for investing more in defence alongside positioning the portfolio for more impact and infrastructure investment.
CIO Andrew Moreno charts the growth of $60 billion SURA Mexico, which sits on 20 limited partner advisory committees and has helped steer government policies. It is opening the door to strategies that would normally be out of reach for Mexican savers, some of whom only have $5000 in savings.
The global CIO overseeing Mercer's $600 billion OCIO unit, Hooman Kaveh, has been advising clients to rethink the role of US assets in their portfolios by diversifying currency base and incorporating more active management. Speaking to Top1000funds.com, he warns of a “crisis of confidence” in the world’s largest capital market.
A circular economy keeps materials circulating in their highest value use. Co-founder of the Thinking Ahead Institute, Tim Hodgson, recently hosted a working group who debated whether it is a necessary – or even possible – component of the climate transition.
Nordic pension giant the Swedish Fund Selection Agency (FTN) is on the hunt for active Swedish and European small cap equity managers in a SEK 46 billion ($4.6 billion) tender. It comes as asset owners revisit small cap strategies as a useful diversification from US mega cap equities.
Brazil's high interest rates mean the nation's oldest pension fund, Previ, has put profitability before diversification for years. CIO Claudio Goncalves is determined to change that, and is about to green light new allocations to US equity.
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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