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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The twin forces rewriting the rules of investing

The twin forces rewriting the rules of investing

Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.

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A more thoughtful private equity model

Responsible investors need to take into account how fund management and investment structures may be exacerbating wealth and income disparities, as well as systemic market risk. Raphaele Chappe and Delilah Rothenberg from the Predistribution Initiative have some suggestions for how PE could be adjusted in this regard and how building back better post-COVID-19 requires a more thoughtful model.

AP4’s future: nimble and low cost

The Swedish buffer fund AP4’s high allocation to equities has meant its record annual return in 2019 has come tumbling down to a first half result of -2.5 per cent. But its very low cost and nimble nature positions it well for the future.

CalPERS’ role in tackling racism

CalPERS has a moral imperative to confront racism and economic inequality, according to its president, Henry Jones, who spoke to Amanda White in a conexust1f.flywheelstaging.com Sustainability series podcast about his own experiences growing up in the segregated south and the role of investors in shaping a future which is just, equal, inclusive and deeply grounded in fundamental human and civil rights.

Finance mirrors tech monopoly behaviour

It is deeply concerning that the internet is beholden to only a few companies that control information, says Denise Hearn author of The Myth of Capitalism, who says that the dominance of large players in financial services is also a problem.

Volatility top of mind at NYCERS

John Adler has been chief pension investment advisor to New York City Mayor Bill de Blasio since 2015 and sits on the board of four of the five New York City retirement systems. He spoke to Amanda White about the most pertinent conversations around the board tables, the outlook for the five city plans, and the complex job of balancing politics, pensions and investments.

The COVID-19 play: Tragedy or triumph?

The path out of this crisis must include trust, purpose, organisational identity, culture and diversity if we are to create a new normal that includes a more resilient, clean and inclusive state argues Roger Urwin.

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