The challenging fundraising backdrop is seen as an opportunity to reset amid plans to lift exposure to areas like growth equity and venture capital, a Cambridge Associates survey finds.
Although the Japanese state pension fund is curious about newer investment classes, more developments are required before they become relevant to its investing, its CIO says.
The Korean sovereign wealth fund sees value in continuation vehicles within the private equity space, while it expands venture capital exposure in specific sectors.
The new fund’s progressive diversification approach is paying off with a 10% annual return, as it completes portfolio build-out and shifts focus to optimisation, its co-CIO tells AsianInvestor.
The implications of Japan’s aging, declining population are misunderstood, catalysing a promising economic outlook that has one veteran investor and author wishing he was 23 again.
The Japanese state pension fund can dismiss its dethronement as the world’s largest asset owner, as relative rankings are immaterial to its marathon mission of delivering long-term returns.
As the classical stock-bond correlation has gone, Korean pension funds and insurers are scrambling for ways to safeguard portfolios and deliver performance.