Internal and external mandates have added a combined $10.2 billion, after costs, to the size of the fund, compared to the passive reference benchmark.
Hugo Cox
PensionDanmark aims to build on direct allocations in the region, which include wind and solar projects in India, South Korea, Vietnam and Taiwan. It also invests via Copenhagen Infrastructure Partners.
PensionDanmark is stepping up pressure on Japan and South Korea to eliminate coal power by 2030, while taking a more lenient approach towards Asia's emerging markets who need more time to balance clean energy transition with their power needs.
Third-quarter flows nearly doubled compared to a year earlier, driven by a near-tripling of cross-border allocations, with Japan remaining the top choice for investors.
Recent data shows that domestic and regional institutional capital flows now dominate APAC real estate allocations, a trend expected to continue.
A senior executive at the Singaporean insurer has said the sector’s rapid growth is leading to less rigorous analysis among some managers.
Risk and complexity are blocking allocations to the region, according to a recent Preqin report.
Energy transition investing and net-zero commitments are lower in the region, according to a global survey of asset owners and their representatives.
A surge of recent data centre deals is good news for institutional investors in APAC -- a region where the sector suffers from fragmentation and a shortage of supply.
Indonesia Investment Authority has flagged interest in partnerships, following a new fund co-launched by Microsoft that is seeking to unlock $100 billion of investments.
Japan is benefitting from the region’s recovering real estate allocations, attracting residential and logistics allocations from institutional investors. Can it last?
The new vehicle, co-launched by Abu Dhabi’s sovereign wealth fund to unlock $100 billion for data centre and AI-infrastructure deals, offers a new allocation opportunity for institutional investors.