グローバル・フィデューシャリー・シンポジウム代表を務めるクリス・バッタリア氏は、日本の大手年金基金や資産運用会社と18年間仕事をする中で、日本の退職金制度の課題、その進化を観察してきた。
At COP28, financial sector innovation bolsters headlines
COP28 in Dubai had all the ingredients for both decisive action and controversy, given the UAE’s status as a significant fossil fuel producer. But importantly for this sector there was also financial innovation on display. FCLTGlobal’s Olivier Lebleu highlights some of the fund managers showing ingenuity at COP28.
Norway’s GPFG argues the case for private equity – again
NBIM has petitioned politicians to let it invest in private equity – again. Arguing for a 3-5 per cent allocation with large managers in developed markets, NBIM recognises it will be unable to cap fees like in its other allocations and will curb costs by developing a co-investment program.
地政学リスク警戒する海外投資家、日本株にシフトか 「一時的ではない」との声も
日本株にかつてほとんど興味を示さなかった海外投資家が、いま注目し始めているのは驚くことではない。デフレ脱却が見え、企業のガバナンス改善も進む。地政学リスクが高まる中国からの資金流出の「受け皿」として有望とされ、海外からの資金流入は「一時的ではない」との声も出ている。
Japan stocks shine amid global shifts, China uncertainty
With Japanese stock prices reaching a 33-year high, the economy emerging from deflation, and the positive impact of corporate governance reforms over the past decade, it’s not surprising that money managers, especially foreign investors, who previously showed little interest in Japan are now flocking to Tokyo.
Behind CalSTRS’ cost savings: Better returns and control of risks
CalSTRS has saved more than $1.6 billion in costs since 2017 thanks to its collaborative model approach, which brings more assets in-house and encourages the use of different investment vehicles. Now it’s looking to measure the other benefits including boosted returns and more control over risks.
