Traditional asset allocation patterns, heavily tilted towards assets such as property, could change as wealth transfers to the next generation of wealthy Thai families, says a top investment executive at a single family office.
Thailand
The Government Pension Fund of Thailand and Canada’s Alberta Investment Management Corporation are rethinking hedging strategies for their US dollar assets amid high interest rates.
The month yielded a crop of exclusive and never-before interviewed asset owners including Hong Kong Investment Corp and The Rockefeller Foundation.
In partnership with HKEX
As Asia’s growing ETP market presents more opportunities, selecting the optimal products involves navigating issues beyond expense ratios. Institutional investors must consider an array of factors such as thematic exposure, taxation, and market liquidity to make fully informed choices.
Few investable products and persistent hesitancy by private investors is creating a mismatch between commitments and deployment of catalytic capital, noted a senior Asia executive at the world-renowned foundation.
The US foundation's finance team hopes to collaborate with organisations operating across the impact and risk-return spectrum, a top Asia-based executive told AsianInvestor.
KMXK Investment cites short-term macro risks as drivers of cautious stance as it remains bullish on region in the long run.
The $13 billion pension fund has about 22% of its investment portfolio in alternative assets, including private equity, infrastructure, commodities and gold.
We showcase AsianInvestor's best interviews with asset owners in July – a feat that spans the Asia-Pacific region. Key themes are rising rates impacting portfolio shifts, boosting ESG and revamping external manager mandates.
Temasek to allocate $10 billion to India over three years; INA inks deal with British International Investment; MFP inflows in H1 climb; GIC to acquire logistics facility in Japan; and more.
The pension fund decides on the top-down investment approach and makes asset allocation decisions, and depends on managers to deliver alpha using a bottom-up approach.
Neighbours to the south of China will benefit from a number of positive trends taking place, family office investors tell AsianInvestor.
