APAC’s mega trends: The investors positioning for the future

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APAC strategies: Why active management pays

In a region as diverse as Asia investors can lean in and take advantage of inefficiencies and inconsistencies around growth, central bank policy and diverse regulatory regimes; and asset owners in the region are increasingly finding active management, across all asset classes, optimises returns and reduces risk. Top1000funds.com investigates.

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Opportunities in APAC: Diverse and dynamic

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.

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TPA to usher in clearer accountability at CalPERS

TPA to usher in clearer accountability at CalPERS

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.

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Reversal of investment themes demands investors change their assumptions

Investors are currently facing the end of uncertainty around assumptions they have made for decades, and need to shore up their portfolios with greater inflation protection, more active management, and by fostering innovation, according to chief strategist at the Investment Management Corporation of Ontario.

Why comply with the CFA Institute global ESG disclosure standards

Paul Andrews, managing director for research, advocacy, and standards at CFA Institute, outlines why market participants should embrace the Global ESG Disclosure Standards for Investment Products.

PGGM’s private equity priorities: Impact, Paris-alignment and co-investment

After four years as CIO at ABP, Diane Griffioen has joined PGGM as head of private equity where her focus is on driving Paris-alignment, impact and co-investment across the €23 billion portfolio.

Turmoil at Alecta as CEO fired and equity revamp promised

Alecta, Sweden’s biggest pension fund with $110 billion of assets under management, has fired its chief executive Magnus Billing following nearly $2 billion of losses incurred from last month’s US banking crisis. The pension fund is also beginning an enquiry into how it manages equity.

AP2 returns active Chinese equities back to quant

AP2, Sweden’s SEK 400 billion ($38.8 billion) buffer fund, recently divested its allocation to three Chinese asset managers overseeing an allocation to China A shares despite spending many years carefully building up the successful stock picking portfolio.

Oregon’s core real estate revamp pays off

A large allocation to core real estate and separately-managed accounts, which have improved alignment and allowed significant fee savings, plus a strategic pivot to multi-family and industrial exposure, has all paid off at Oregon.

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