Looking backwards is a poor way to assess Asia’s future

L-R: Andy Wong; Grace Qiu; Top1000funds.com's Amanda White; Kevin Bong (on screen)

The specific drivers of growth for Asian econo
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Impact investing’s case for scale

Impact investing’s case for scale

Impact investing has come a long way in the past two decades, going from a niche strategy to a $1.5 trillion industry, but there are still challenges for it to reach institutional scale due to the lack of products and insufficient evidence of outperformance in some parts of the market.

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Cross-checking data, wringing necks: the ESG journey

Making a portfolio more resilient to climate change, and playing a role in decarbonising the real economy, requires a range of creative solutions to complex problems, along with a good measure of determination, said a panel of leaders driving ESG efforts at GIC, New Zealand Super and APG.

Investors need better ways to measure and integrate ESG outcomes

Returns have been disconnected with the social returns of ESG-related and impact investments, leading to confusion around different targets and how to integrate them into an investment framework. A case study demonstrates how investors can better allocate their capital by explicitly incorporating impact preference and returns into portfolio theory.

Eyes on SE Asia, divergent views on China among global funds

Australia’s second-largest superannuation fund, the A$240 billion Australian Retirement Trust, will likely “do more, not less” investing in China, said the fund’s head of strategy, following significant internal debate over geopolitical developments and how they will impact the portfolio.

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Global pension funds are increasingly looking to private assets to build resilience, stress testing various scenarios to manage the liquidity risks that come with increasing private market allocations.

Muslim consumers a large, young market neglected by the West

Muslim consumers comprise a young and enormous population, and there is a growing opportunity for startups that cater to their needs, argues one of Asia’s most impressive venture capitalists, Thomas Tsao.

Dramatic market changes demand forward-looking risk measures: GIC, MSCI

A future of rising uncertainty demands investors fundamentally re-think the way they assess risk when building resilient portfolios, argued a panel of experts from MSCI and Singapore sovereign wealth fund GIC.

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