Savvy knowledge of Beijing’s capital markets is in higher demand than ever before, as investment chiefs discussed at the 2021 CIO Symposium.
A total portfolio approach is better than a strategic asset allocation, according to consultants at Willis Towers Watson.
Pension plan officials believe they can build a new private markets allocation without sacrificing investment targets.
Investors tend to invest there only as part of an emerging market strategy, which dilutes the potential return, the consulting firm concludes.
Pandemic-induced economic instability and nationwide protests could spur investments in nearby businesses. Keeping politics out of the equation and ensuring proper diversification are musts.
The state pension plan said local fund managers can expect to see an increase in commitments.
A new proposal in the state Senate aims to expand grant authorization powers for VC funding.
'Underwhelming' performance may influence future growth for the asset class.
The tempo of cap ex should slow to just 1% growth in 2020, the Conference Board predicts.