Asset Owners

The insurer is prioritising defensive plays while slowly building a private assets portfolio to deliver long-term returns across Asia.

Japan Investment Corporation (JIC) aims to transfer company-building expertise to local investors while raising governance standards across the domestic venture capital (VC) industry.

Australia's SWF attributed its performance to long-term portfolio diversification and active risk management, although the earnings news was closely followed by Raphael Arndt's announcement of his imminent departure.

The Hong Kong single family office is selectively underwriting niche tech and capital market allocations while maintaining a highly focused real-asset strategy.

Kazakhstan fund preps bond roadshow; Malaysia PM orders probe into Khazanah investment arm; NFRA greenlights Hong Kong ETFs for insurers; Korea's NPS launches 30-person hiring drive; and more.

The insurer outperformed industry benchmarks through a portfolio anchored in fixed income, balanced equities, selective alternatives and growing AI investments.

Japan Investment Corporation is funding strategic tech while respecting the autonomy of global partners like Y Combinator to boost Japan's international competitiveness.

Expectations around member outcomes, performance, governance and competition from ETFs place a heavy burden on smaller funds in Australia.

Deciding where active management genuinely adds value now depends on stock correlation, fundamental persistence, and choosing between specialist or generalist managers.

Investors are now targeting deeper supply chain plays, infrastructure needs and structural governance reform beneficiaries in Taiwan, South Korea and Japan.

The single family office concentrates on active asset repositioning and disciplined financing as higher costs reshape overseas property investing.

Institutions are rethinking risk budgets and reserving active management for less efficient markets where skill can truly add value.