The Korean insurer plans to “reshuffle” its property allocations in terms of geography and has particular preferences over its external manager partners.
Korea's ABL Life wants fund houses to be clearer about Covid-19's impact on infrastructure assets, while Canadian pension Omers' infra head has a fairly sanguine outlook.
The $20 billion South Korean life insurer wants to add more renewables in its real asset portfolio to raise its overall quality, while seeking to avoid deeply discounted assets.
The $20 billion South Korean lifer intends to fortify its real asset portfolio with more infrastructure assets in public-private partnerships as part of its search for reliable yields.