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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
CalPERS chief investment officer Stephen Gilmore said the $650 billion fund’s upcoming shift to a total portfolio approach will sharpen investment accountability and help it focus capital allocation decisions on fund-level objectives.
For investors based in Asia, a home bias can throw up some challenges that affect investors homed in other regions much less. Three Asia-based investors - Temasek, Brunei Investment Agency and Khazanah - outlined to the Fiduciary Investors Symposium in Singapore last week how they face into those challenges.
The specific drivers of growth of Asian economies means a traditional view of asset allocation is not necessarily the best way to approach investing in the region, the 2024 Top100funds.com Fiduciary Investors Symposium in Singapore has heard.
When it comes to figuring out how a company will get to net zero and how their transition will be financed, more investors are making a distinction between emissions that are hard to abate, and emissions that are expensive to abate.
Investors have been warned not to compare apples to apples between China and India just because the two have similar market sizes and populations. And despite India’s sky-high valuations, Top1000funds.com Fiduciary Investors Symposium has heard that the country’s solid market structure and culture will make it worth investors’ while.
Despite China’s recent equity woes, Pictet’s Geneva-based chief economist Patrick Zweifel remains bullish on the outlook for the country, telling the Top1000funds.com Fiduciary Investors Symposium in Singapore that stabilization of macro factors and “promising cyclical developments” will breathe life into the market of world’s second-largest economy.
Japan’s giant GPIF will expand its manager pool and eliminate certain criteria used in selecting asset managers, a move that comes as the country’s Prime Minister Fumio Kishida aims to elevate the standard of the country’s asset owners, and build Japan into a wealth management powerhouse.
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.
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